Use this page to select a time period and ranking criteria for the Revenue, Profit and Ranking report you want to display, and to select the reporting time period, sorting criteria and sorting order.
- Team name
- Type the name of the CSR team on which you want to report. The Team name field is case sensitive. If you do not enter a team name, the results for all teams will display.
- Start date (required)
- Provide the date to begin the report by doing one of the following:
- Click the calendar icon to open the calendar, and select the date you want to start reporting. Using the calendar control ensures that the date is specified in the appropriate format.
- In the Year, Month, and Day fields, type the year (in the format YYYY), month (MM), and day (DD) to begin reporting.
- End date
- Provide the date to end the report by doing one of the following:
- Click the calendar icon to open the calendar, and select the date to end reporting. Using the calendar control ensures that the date is specified in the appropriate format.
- In the Year, Month, and Day fields, type the year (in the format YYYY), month (MM), and day (DD) to end reporting.
- If you do not provide an end date, the end date defaults to today's date.
- Sort
- Select one of Team name, Revenue, or Profit.
- Order
- Select one of Descending or Ascending.
- Ranking Criteria
- Select one of Revenue or Profit.