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Exclude agents and non‑agents from reporting

Learn how to exclude agents and non-agents’ data from reporting

Click the 🔽 below to see information based on whether you’re accessing Sonar in a web browser or through Sonar’s mobile app.

Web browser 💻

  1. Go to Office settings in the sidebar

  2. Open Agents & teams

  3. Enter the agent’s name in the search box or scroll through the list to find them.

  4. Click the ⋮ icon next to their name

  5. Select Exclude from reporting

iOS/Android mobile app 📱

  1. Open the Dashboard tab

  2. Tap the Office settings (⚙️) icon at the top-right corner of the screen

  3. Go to Agents & teams

  4. Scroll down or enter the name of the agent you want to manage.

  5. Tap the ⋮ icon next to their name

  6. Select Exclude from reporting

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