The Training Report displays the summary of the report for various agents of the system.
To view this report, select Reports > Report > Agent Level Report > Training Report.
The following page will be displayed.
|
Screen Elements |
Description |
|---|---|
|
Start Date |
To set the date range, firstly, select a start date. |
|
End Date |
Select the end date. |
|
Client Name |
Select the name of the client from the dropdown list. |
|
Program Name |
Select a program from the dropdown list which will display the Program Names as per the selection of the Client Name. |
|
Evaluation Form Name |
Evaluation Forms are displayed as per the client name and program name selected. Select the Evaluation Form from the dropdown list. |
|
Agent |
Enter the initial characters of the agent’s name and select the name from the dropdown list displayed. Note: If the agent name is not selected, it displays the reports for all the agents. |
| Category | Select the name of the category from the dropdown list which will display all the categories of the selected Evaluation Form Name. |
| Question | Select the question from the dropdown list which will display all the questions of the selected Category of the selected Evaluation Form Name. |
| Display All Training | Select this checkbox to display all the training assigned to the agent(s). |
Once the search criteria are set, then, click on the 
button.
The report for the specified will be displayed as shown below:
1. Navigate between the pages: To navigate between the pages:
– Previous Page
– Next Page
– First Page
– Last Page
2. Refresh the page: To refresh the report.
3. Go back to the Parent Report: To go back to the parent report if the child report is displayed.
4. Zoom page: To zoom in or zoom out of the report page.
5. Export dropdown menu: To export the report in – Word, Excel, PowerPoint, PDF, and Data Feed.
6. Print: To print the report.
7. Find Text in Report: To find any specific text in the particular report. Enter the text in the search box and then click Find. The entered text will be displayed in the highlighted format in the report. To find the same text in another place, click Next.
Video