TL

Reports & Exports

Generate filtered reports and download raw CSV datasets for audit and compliance

Date Range
Agent
Reporting period:Oct 1–15, 2026· Manual data mode

Call Activity Log Export

Includes direction, agent, customer, duration, status, and lead attribution.

48 total records

Appointment & Test Drive Export

Full appointment calendar breakdowns and separate test drive status indicators.

35 total records

Leads & Opportunities Export

CRM prospect stages, pipeline designations, and deal valuations.

36 total records