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Can I export a spreadsheet with the calls, notes, and disposition codes?

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Yes! To export a .csv file with this information please do the following:

  • Log into Talkdesk as an Admin.
  • Click on the 'Reporting' icon.
  • Select the 'Calls' tab.
  • Choose your interval of time.
  • Click 'Add Recipient' and enter the recipient's email address. You may add multiple addresses.
  • Click 'Send'

The recipient will receive a link via email to download the report.

You can find more detailed instructions here.

 

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