Use this guide to confirm you can open the Agent Inbound Conversion report and understand who can see which data.

To access the Agent Inbound Conversion report, you need:

Follow these steps to access the Agent Inbound Conversion report:

When access is set up correctly, Agent Inbound Conversion opens as a dashboard with filters, summary tiles, charts, and an agent performance table. If the report card is missing, confirm your role includes Reports and contact your Volie account team — the report may need to be enabled or assigned to your account. If the report opens but data looks limited, check that your user can access the relevant organizations and campaigns.

Users with a role that includes Reports access can open the Agent Inbound Conversion report when it is listed on the Reports home for their account.

You usually do not see the Agent Inbound Conversion report because your role does not include Reports, the report is not enabled or assigned to your account, or you are signed into a different account than the one where the report was configured. Confirm your role and account with your administrator or Volie account team.

No — users only see data for the account, organizations, teams, and campaigns they are allowed to view. Two managers with different organization access may see different agent rows and totals on the Agent Inbound Conversion report.