Report Wizard

The Utilities → Report Wizard section is used to generate and export reports based on Liner data. It’s typically used for analysis, cross-checking, and sharing stats with external systems or with a client. Unlike analytics dashboards, reports here are exported as a table and meant to be used outside the system.

This section works well for:

regular reporting,
deep dives into leads and calls,
checking whether processing was done correctly,
sharing data with clients or management.

Available report types

Leads per period — a list of leads that were created or processed within the selected time range.
Calls by period — details on all calls within the selected time range, both inbound and outbound.
Agent statuses over a period — a list of statuses an agent set during the selected period, plus the time spent in each status. Used to analyze an agent’s working time.
Calls to the client with indicators — call statistics (successful and unsuccessful), including transfers to Sales, broken down by client / time / day of week.
Plan concumption — a breakdown of costs for services.

Report options

To generate a report, set the parameters you need. The exact set depends on the report type, but the logic is the same.

Most commonly available:

Date range — the date range the report is built for
Order — one or more orders
Agent — select call-center operators
Clients — the customer (if multiple clients are used)
Lead type, Lead source — for lead reports
Order direction, Call statuses — for call reports
Columns — which fields will be included in the final report

Generating a report

To generate a report:

Open Utilities → Report Wizard,
Pick a report type,
Select the required parameters,
If needed, enable the Recieve report via Email toggle,
Click Generate the report,
The result will be emailed or downloaded as an XSLX file.

Pay attention

Generating a report can take some time if you choose a large date range or a big dataset.