QEval New UI User Manual

Tactical Agent Level Report

Tactical Agent Level Report displays agent-level data like total coaching assigned, reviewed, closing status, and follow-up status.

To view this report, select Reports > Report > Trending/Audit Trail /Tactical Report > Tactical Agent Level Report:

The following page will be displayed.

Configure the following fields to view the required result:

Screen Elements


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.


Select the location name.


Select the name of the agent from the dropdown list.

Supervisor Name

Select the name of the supervisor  from the dropdown list.


Select the Partner name from the dropdown list which will display the different Partner Names.

Once the search criteria are set, then, click on the button.

The report for the specified will be displayed as shown below:

One can export the report displayed in Excel and CSV formats. To do so, click on the imageand  image to download the report in respective formats.


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