Admin & setup
What's the People report?
Every person on one page, with a snapshot of how each one's performing. Tick up to 20 and click Compare to stack them side by side.
The People list is where you see every person on your team at once, with a snapshot of how each one's been performing on the phones. It's also the entry point for comparing two or more people side by side.
Getting to People
- Sign in to the admin portal.
- In the left-hand sidebar, click Reporting, then People.
- The default date range is Past 7 days. Change it from the date-range button at the top.
When you'd open it
A weekly check on how the team's distributing call load. You want to see whether one person is taking three times as many calls as their teammates, or whether someone's answer rate has dropped off in the last fortnight.
You're about to have a one-on-one with someone and you want a fact-based starting point for the call-handling conversation.
You're working out whether to add a person to a group, and you want to know how their current call volume compares to the rest of the team.
What you'll see
A card per person, laid out in a grid. Each card shows the person's name, their photo (if they have one), their total calls in the period (answered and missed), and a small donut of Answered, Missed, and Voicemail. If a contact match exists in your connected CRM, a CRM badge if there's a matching contact appears on the card.
Hover any card for exact counts. Click a card to open that person's detail report.
Each card has a tick box in the corner. Tick up to 20 people, then click Compare in the sticky bar at the bottom of the page to open them side by side.
Filtering the report
The date-range button at the top is the main control. Pick a preset (Today, Yesterday, Past 7 days, Past 30 days, Last week, Last month) or choose a custom range from the calendar.
More filters narrows by group membership, call direction, outcome, and minimum call length. On a phone, More filters opens as a bottom drawer; the Compare bar at the bottom of the page goes full-width.
Filters update the URL as you change them, so any view you've set up can be shared by copying the URL.
Drilling deeper
- Click a card to open that person's detail report, with the date range and filters carried over.
- Tick multiple cards, then click Compare to open the comparison view with those people preselected.
- From the page header, you can jump to the SLA report for an organisation-wide SLA breakdown.
Related reports
- Comparing people side by side for the Compare flow in detail.
- What's the Overview report? for team-wide metrics.
- What's the Groups list report? for the same at-a-glance treatment, but per group.
- What is the Groups report? for a single group's detail page.