QEval New UI User Manual

Tactical Program Level Report

Tactical Program Level Report displays program 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 Program Level Report:

The following page will be displayed.

 
 
Configure the following fields to view the required result:
 

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.

Location

Select the location name.

Agent 

Enter the specific name of the Agent. 

Supervisor Name

Enter the specific name of the Supervisor

Partner

Select a Partner 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 image and image to download the report in respective formats.

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