"Optimize analysis with date and agent filters. Contact Assignment Logs track assignments, while Comments Log manages contact comments."

- Frequency and date — Select a date range from the drop-down list to be applied to the report. Alternatively, you can define the date range by frequency. The following options are available:
- Today
- Yesterday
- Last 7 Days
- Last Month
- You can refine the view of the report components by adding more filter(s). The following filters are available:
- Select Agent
- Clear All — You can use this option to reset the filters to the default selections.
The Contact Assignment Logs provide a detailed record of contact assignments in your system. Here's how to effectively use this log:
1. Search:
Utilize the search feature to filter and find specific assignments, contacts, or timeframes.
2. Report Columns:
- Time Assigned: Displays the timestamp when the contact was assigned.
- Contact Name: Specifies the name of the contact that was assigned.
- Assigned To: Shows who the contact was assigned to.
- Assigned By: Indicates the person or entity responsible for the assignment.
Comments Log
The Comments Log is a valuable tool for tracking and managing comments associated with contacts. Here's how to effectively use this log:
1. Search:
- Make use of the search feature to filter and find specific comments, contacts, or timeframes.
2. Report Columns:
- Time: Displays the timestamp when the comment was made.
- Commented By (Agent): Specifies the agent or individual who made the comment.
- Contact: Shows the contact associated with the comment.
- Comment: Indicates the content of the comment made