Dashboards & Reporting

HannahsHub94
Member

Reporting on compliance with call based tasks

Hiya! 

My current problem: At the moment we cannot report on the compliance of if call tasks are being completed on time by our team. 
Currently contacts are enrolled in a call and email based sequence.

We do not pause the sequence based on if calls are completed and do not want to.

I want to build a report showing if these tasks are completed on time or are overdue. I am having trouble doing this on my own and would like assistance. 



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PamCotton
Community Manager
Community Manager

Reporting on compliance with call based tasks

Hey @HannahsHub94 thank you for posting in our Community!

 

You can filter tasks by completion status and date ranges to determine compliance. To our top experts @matthew-aire and @HFisher7 do you have any recommendations for @HannahsHub94?

 

Thank you,

Pam

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