Mastering Agent Reporting: A Comprehensive Guide on How to Use the Reporting Tab”.


In today’s fast-paced business environment, it’s critical to stay on top of your team’s performance to ensure maximum productivity. High Level offers a reporting feature that provides valuable insights into your team’s activity and performance. In this article, we will guide you on how to master agent reporting, offering you all the knowledge you need to take your business to the next level.

Where to Get Statistical Data for Agents and Users:

To get started with agent reporting, we first need to access statistical data for our agents and users. Fortunately, High Level makes it easy for us to access this data. The reporting tab within the High Level system provides us with all the information we need to make informed decisions.

To access this feature, we need to be inside the sub-account or location and click on the reporting tab. From here, we can access all the data we need to keep our team on track and to ensure maximum productivity.

Generating Reports for Agents and Staff Activity:

The reporting tab can be used to generate reports for both agents and staff activity. This feature allows us to gain a comprehensive overview of how our team is performing, highlighting areas where they might be able to improve.

To generate a report, we need to choose staff and specify a date range, which allows us to compare week over week or month over month. Once we have made our selections, we simply click on ‘Fetch’ to retrieve the data. We can then see the opportunity metrics, conversions, SMS messages or emails sent, and call stats, among others.

The Leaderboard:

To increase productivity through friendly competition, High Level also includes a leaderboard feature. This feature ranks the performance of our agents, showing us who is leading the pack. By having a leaderboard in place, we can help motivate our team to strive for higher performances.

All the Data and Information You Need:

All the data and information we need is available under the agent reporting section of the reporting tab. By highlighting areas for improvement, we can help our agents to be more productive. This can lead to more sales, higher levels of customer satisfaction, and ultimately, grow our business.

How-to Videos:

To ensure we fully understand how to master agent reporting, there are a plethora of how-to videos available online. For more instruction on how to generate reports and best use the reporting tab, make sure to check out the High Level How To’s playlist on the High Level YouTube channel.


By using the power of agent reporting, we can drive our business towards success. By keeping tabs on our team’s performance, we can highlight areas for improvement and help keep our business functioning at maximum efficiency.

High Level has made it easy for us to access all the data and information we need. From generating reports to having a leaderboard in place, we can have all the tools in place that we need to take our business to the next level.

So, what are you waiting for? Start using the power of agent reporting today and see your business grow beyond your wildest dreams.