Starter · Part of Client Portal
Pre-built operational reports
Three pre-built report types — operations summary, QA trend, staffing snapshot — published per daily / weekly / monthly period and scoped to the client's accounts and LOBs. CSV export default-on. Retires the email cycle of "can you send last week's report?"
Reports list — operations summary, QA trend, and staffing snapshot across daily / weekly / monthly cadences, scoped to the client's authorized accounts and LOBs. Period dropdown filters the list; the client picks once and the relevant runs surface.
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For the operator
Three pre-built report types across three cadences (daily / weekly / monthly), scoped automatically to the client's accounts and LOBs. Client picks the period from a dropdown, opens any individual report, exports the CSV. The account manager stops being the report-distribution channel.
Business impact
BPO account teams typically spend hours every week rebuilding operations, QA, and staffing reports in PowerPoint or Excel for clients who could read the same data themselves. Publishing those three reports once and letting clients self-serve eliminates the weekly rebuild tax and shifts account-team time toward strategic conversations the data alone won't drive. Margin protection at the operational layer.