About this task

The Contact Summary report summarises all the calls based on the specified filter options.

Procedure

  1. Log on to the EPM web interface with an Administration, Operations, or Maintenance user account role.
  2. On the EPM main menu, click Reports > Standard.
  3. On the Standard Reports page, in the Report Name column, click the Contact Summary link.
  4. Optional: Click next to the Contact Summary link to generate a report using the default selection of filters.
  5. On the Contact Summary page, enter the filter criteria you want to use.
    Tip:

    Click the more >> link to display the rest of the optional filters.

  6. Click OK.

    The EPM displays the Contact Summary Report page.