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"How to use" topics

Detailed instructions of how to use Qtrac for end-users

How do Priority Rules work (Practical Example)?
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Alek Alek
How can I limit the access for Data Source link from Insights Report, based on whitelisted IP address?
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Alek Alek
How to open Insights Report for User Settings
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Jason Siu Jason Siu
How to open Insights Report for Location Settings
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Jason Siu Jason Siu
How to open Insights Report for Future Appointments
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Jason Siu Jason Siu
How to open Insights Report for Brick and Mortar Experience
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Jason Siu Jason Siu
How to use filters on selected Data Field in Insights
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Alek Alek
How to Duplicate Insights Reports
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Jason Siu Jason Siu
How to Schedule Your Insights Reports
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Jason Siu Jason Siu
How to Remove or Edit the List of Agents for Scheduled Insights Reports
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Jason Siu Jason Siu
How to un-share Insights report
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Alek Alek
How to send Email notification when Insights report is shared
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Alek Alek
How to assign another user as Owner to an existing Insights Report
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Alek Alek
How to share Insights report
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Alek Alek
How to check the Service Outcomes results with Insights?
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Alek Alek
How to use Service Outcomes as Agents?
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Alek Alek
How to Use the Queue in Away Mode
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Jason Siu Jason Siu
How to use TimeFrame in Insights
You are able to use a variety of time frames for the data you want prese...
John Lockwood John Lockwood
How to use Service Filters in Insights
Either for a new report or an existing report, once you are in the repor...
John Lockwood John Lockwood
How to use Location Tags Filters in Insights
Either for a new report or an existing report, once you are in the repor...
John Lockwood John Lockwood
How to export an Insight?
In this article we will show you how easy is to export an Insight report...
Alek Alek
How to update an existing Insight Report
In this article we will show you how easy is to update and re-save exist...
Alek Alek
How to save new Insight report
In this article we will show you how easy is to save newly created Insig...
Alek Alek
How to use Location Filters in Insights
Either for a new report or an existing report, once you are in the repor...
John Lockwood John Lockwood
Insights - Data Dictionary
Our Insights feature offers multiple Data Fields as an option. Most of t...
Alek Alek
Insights Basic Overview: What is Insights ? What does it do? Which are the main components of Insights?
From check-in until service is completed, all customer data and service ...
Alek Alek
How to refresh the data in Today's Visits
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Jason Siu Jason Siu
How to filter and sort Today's Visits
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Jason Siu Jason Siu
How to open Today's Visits
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Jason Siu Jason Siu
How do I login and view my Virtual Queue?
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Alek Alek