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9bx user guide

Home and reports

Home and reports

Your daily starting point: the dashboard, the shared file drive, and every report in one place.

The whole app menu is in the Menu map.

Menu item Guide
Home → Dashboard Dashboard and widgets
Home → Media Media (files and folders)
Reports → All reports Reports
Reports → Call summary, Queue report, SLA report, Deal report Pinned shortcuts to the most used reports, see Reports
Settings → Dashboards Choose what each group sees

What you see depends on you

Both the dashboard and the reports list only what your role, branch and plan allow. A new agent sees a short personal dashboard; a manager sees team figures; an owner sees the whole business. If something is missing, see the troubleshooting section of each page.

Example company

Examples use Padma Net Support, a Dhaka internet provider.