Custom Report Team Summary

**✅ SUMMARY:**
This training covers how to create and use a **Team Summary Report** in PhoneBurner. Unlike Member Detail Reports, which show metrics broken down by individual users, Team Summary Reports provide a **high-level view of overall team performance** for a selected date range. The video walks through creating a custom report, choosing **Team Summary** as the report type, setting the **default date range**, and selecting the **fields** to include (e.g., total calls, talk time, appointments, session duration). The training also covers **email delivery options**, allowing admins to receive daily, weekly, or monthly summaries. Finally, it contrasts Team Summary vs. Member Detail reports and highlights how Team Summary Reports are ideal for quick overviews of team-wide activity and performance.

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**🏷️ TAGS:**
team summary, call reporting, PhoneBurner reports, admin reporting, sales team metrics, dial session overview, appointment tracking, report automation, team performance, custom reports, CRM analytics

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Видео Custom Report Team Summary канала PhoneBurner