Agent Rules & Alerts Reporting

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• 06 Mar
  Rachel Montoya System

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  "Add Leadership Report to Admins for Amount of Nudges sent to agents/repeat offenders" (suggested by <Hidden> on 2026-03-03), including upvotes (1) and comments (0), was merged into this suggestion.

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• 09 May, '24
  John Merged

  Kelda Smith is requesting that we have some report that generates an ongoing tally of the number of nudges a team member has received on the rules (not just individually tracked inside the rule itself).

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• 13 May, '24
  Brady Gillerlain Admin Merged

  Kelda (or any upvoter on this suggestion): would you like to see this in a central reporting location like the Sales Manager Report as a new column on the Team Overview table? Or would you prefer a totally separate Nudge Report?

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• 14 Apr, '25
  Brady Gillerlain System

  "Report that generates an ongoing tally of the number of nudges a team member has received on" (suggested by <Hidden> on 2024-05-09), including upvotes (9) and comments (1), was merged into this suggestion.

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• 03 Mar
  Justin McGarry Merged

  Add a report that goes to designated leaders/POCs that details the number of nudges that went out, by agent, and number of repeat offenders to help guide agent 1:1s

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• 06 Mar
  Kate Robinson

  We'd like a report showing number of nudges/reassignments sent to agent, and being able to filter by dates. Example: John Smith had # reassignments between Date & Date (7 days, 1 month, etc)

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