Coach Overall Rating helps to get the effectiveness and overall rating of the coach. This report gives insight based on the rating submitted by an agent. This report also displays the data for the number of times an agent has performed self-review.
To view this report, select Reports > Report > Supervisor Level Report > Coach Overall Rating.
The following page will be displayed.
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Screen Elements |
Description |
|---|---|
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Start Date |
To set the date range, firstly, select a start date. |
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End Date |
Select the end date. |
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Client Name |
Select the name of the client from the dropdown list. |
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Program Name |
Select a program from the dropdown list which will display the Program Names as per the selection of the Client Name. |
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Evaluation Form Name |
Select the name of the evaluation form from the dropdown list. |
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Sub Program Name |
Select the name of the sub-program from the dropdown list. |
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Location |
Select the location name. |
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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. |
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Supervisor Name |
Enter the initial characters of the supervisor’s name and select the name from the dropdown list displayed. |
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Date Type |
Evaluation Date: Select the radio button to search on the basis of the Evaluation date. Call/Chat Date: Select the radio button to search on the basis of the call/chat date. Modified Date: Select the radio button to search on the basis of the evaluation form modified date. |
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Evaluator Role |
Select the required Evaluator role from the left-hand side box which will display the list of all the user roles of higher order. One can also search the roles by entering the role’s name in the Filter field. Once the role(s) is selected, click on To move all the roles to the right-hand side box at once, click on To remove a few roles from the right-hand side box and move them back to the left-hand side box, firstly, select such roles and then, click on To move all the roles from the right-hand side box to the left-hand side box at once, click on |
button, and the selected role(s) will be moved to the right-hand side box.
button.
button.
button.Once the search criteria are set, then, click on the 
button.
The report for the specified will be displayed as shown below:
From this view, the following actions can be performed:
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.
The legends for coach ratings ranging from 1-5 display on the same console.
The report also includes clickable events for the data as shown highlighted in the below screen-
These clickable events will display the data for the respective rating (if any) given by agents to the coach.
To view the detailed report, click on a particular rating and the system will redirect to the following console as shown in the below screen-
The report displays the data for an agent including the total reviews, self-reviews, coach reviews, and the provided rating to the coach. The coach rating data in the report is a clickable event. Highlighted in the above screen, the clickable event displays more detailed information. This is as shown below-
The console displays the data of coach rating provided by an agent for a particular evaluation ID along with the date.
Note: The report by default displays Etech employee data. Filters are not mandatory to fetch the data.
Video