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Opmetrix HQ - Overview & Introduction
Opmetrix HQ - Overview & Introduction
Overview of how to measure and report performance in Opmetrix HQ
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16 articles in this collection
Written by
Oliver Huggins,
Opmetrix Service Desk,
Natasha Sahi
and 1 other
The Role of an Opmetrix Administrator
The responsibilities and tasks of an Opmetrix Administrator
Written by
Oliver Huggins
Updated over a week ago
Management Reporting Overview
Opmetrix provides a raft of management reports to help you run your business more effectively and efficiently
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Written by
Don Rae
Updated over a week ago
Getting Started with Opmetrix HQ Reporting
Opmetrix HQ7 Introduction Video
Introduction to new layout and features including Live Agent
Written by
Oliver Huggins
Updated over a week ago
The Home Dashboard
The home screen dashboard shows you quick insights into current team performance and activity
Written by
Oliver Huggins
Updated over a week ago
Outlet Review
A 360 degree view of how a customer is performing and how the field team is servicing them
Written by
Oliver Huggins
Updated over a week ago
Video Tutorial - The Outlet Dashboard
A 360 degree view on customer performance
Written by
Oliver Huggins
Updated over a week ago
Navigating Menus and Screen Layout
All about using Opmetrix HQ 7.0 menus, screen layout and navigation.
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Written by
Don Rae
Updated over a week ago
Using & Navigating Reports
How to use and navigate your way around using Opmetrix HQ V7.0 reports
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Written by
Don Rae
Updated over a week ago
Smart Search
Quickly apply filters, search for customers, products or set time periods for reporting using Opmetrix Smart Search
Written by
Oliver Huggins
Updated over a week ago
Filtering Reports Manually
Apply report filters by time, categories and other report parameters to customise the data reported
Written by
Oliver Huggins
Updated over a week ago
Supported Browsers
Lists the compatible browsers officially supported by Opmetrix. Some others may work but are unsupported.
Written by
Opmetrix Service Desk
Updated over a week ago
Opmetrix HQ7 Help
Accessing other help including Live Chat with our Support Team
Written by
Natasha Sahi
Updated over a week ago
Automating Reports - Saved reports and Portfolios
Saved Reports
You can save any customised report you like for later rapid retrieval and use
Written by
Oliver Huggins
Updated over a week ago
Saved Reports - Reassign Saved Reports
View, edit and reassign saved reports from one user login to another
Written by
Oliver Huggins
Updated over a week ago
Saving Reports
You can save any report that you create for rapid retrieval and reuse down the line
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Written by
Don Rae
Updated over a week ago
Portfolio Maintenance
Create and schedule groups of multiple reports to send to one or more recipients daily, weekly or monthly
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Written by
Don Rae
Updated over a week ago