Data Profiling - Instant - Data

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Revision as of 10:19, 15 November 2013 by Patrick Jenkins (talk | contribs) (PreGrouped - Data)
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1 PreGrouped - Data

  1. Data - Report By Period, By Outcome
  2. Data - Unique Data Records - Report By Period, By Outcome
  3. Data - Report By Period, by Outcome, by Agent
  4. Data - Cross Linked Interactive Report

1.1 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.

1.2 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:
  1. 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.
  2. 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.

1.3 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.

1.4 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.