399
edits
Changes
Instant – Data
=='''PreGrouped - Data'''==
# Data - Report By Period, By Outcome
# Data - Unique Data Records - Report By Period, By Outcome
# Data - Report By Period, by Outcome, by Agent
# Data - Cross Linked Interactive Report
# Cases Timing
===='''Data - Report By Period, By Outcome'''====
*Choose the dates in which to report from.
*Choose the campaign to report against.
*Click on the check box beside the outcomes you wish to report on.
*Click on the check box beside the fields in the campaign you would like to report on.
*A report is generated for the records with the Outcomes and fields selected, during the period of time selected, in this campaign.
*Click on the link to open the report, or save the report for a later date.
*Depending on how many records are being generated, it may take some time.
===='''Data - Unique Data Records - Report By Period, By Outcome'''====
'''NOTE''' - This Report follows the same pattern above, '''EXCEPT''':
*It only deals with the last record that was taken on a particular customer.
*For example:
# If a customer calls 3 times (i.e. lost contact mid-call on the first two calls), this report only generates the last record that was recorded by the agent.
# The first two records on this customer will not be reported on in this report.
*Choose the dates in which to report from.
*Choose the campaign in which to report on.
*Choose the Outcomes in which to base the report on.
*Choose the fields from the campaign in which to report on.
*Click on the link to generate the report.
*Open the report or save it for a later date.
===='''Data - Report By Period, by Outcome, by Agent'''====
*Choose the dates in which to report from.
*Choose the campaign in which to report on.
*Choose the agent to base the report upon.
*Choose the Outcomes in which to base the report on.
*Choose the fields from the campaign in which to report on.
*Click on the link to generate the report.
*Open the report or save it for a later date.
===='''Data - Cross Linked Interactive Report'''====
*This report is generated for campaigns that have '''2 or more campaigns linked''' together.
*For example, a lookup campaign associated with master campaign.
*The report is generated as above and follows the same pattern, '''except''' that it involves 2 campaigns.
===='''Cases Timing'''====
*Choose the dates in which to report from.
*Choose the campaign in which to report upon.
*A report is generated showing a list of Complete and Incomplete Cases to the screen showing their:
# Contact Count
# Start and End interaction time
# The status of each record (Outcome)
# The Duration of the record
# Data - Report By Period, By Outcome
# Data - Unique Data Records - Report By Period, By Outcome
# Data - Report By Period, by Outcome, by Agent
# Data - Cross Linked Interactive Report
# Cases Timing
===='''Data - Report By Period, By Outcome'''====
*Choose the dates in which to report from.
*Choose the campaign to report against.
*Click on the check box beside the outcomes you wish to report on.
*Click on the check box beside the fields in the campaign you would like to report on.
*A report is generated for the records with the Outcomes and fields selected, during the period of time selected, in this campaign.
*Click on the link to open the report, or save the report for a later date.
*Depending on how many records are being generated, it may take some time.
===='''Data - Unique Data Records - Report By Period, By Outcome'''====
'''NOTE''' - This Report follows the same pattern above, '''EXCEPT''':
*It only deals with the last record that was taken on a particular customer.
*For example:
# If a customer calls 3 times (i.e. lost contact mid-call on the first two calls), this report only generates the last record that was recorded by the agent.
# The first two records on this customer will not be reported on in this report.
*Choose the dates in which to report from.
*Choose the campaign in which to report on.
*Choose the Outcomes in which to base the report on.
*Choose the fields from the campaign in which to report on.
*Click on the link to generate the report.
*Open the report or save it for a later date.
===='''Data - Report By Period, by Outcome, by Agent'''====
*Choose the dates in which to report from.
*Choose the campaign in which to report on.
*Choose the agent to base the report upon.
*Choose the Outcomes in which to base the report on.
*Choose the fields from the campaign in which to report on.
*Click on the link to generate the report.
*Open the report or save it for a later date.
===='''Data - Cross Linked Interactive Report'''====
*This report is generated for campaigns that have '''2 or more campaigns linked''' together.
*For example, a lookup campaign associated with master campaign.
*The report is generated as above and follows the same pattern, '''except''' that it involves 2 campaigns.
===='''Cases Timing'''====
*Choose the dates in which to report from.
*Choose the campaign in which to report upon.
*A report is generated showing a list of Complete and Incomplete Cases to the screen showing their:
# Contact Count
# Start and End interaction time
# The status of each record (Outcome)
# The Duration of the record