QEval New UI User Manual

Trending Report

Trending Report helps to identify various trends through filters provided, such as location, partner, period, overall score, auto fails, agent, supervisor, and QA level, as well as from section and partner level.

To access this feature, click on the Menu button or move the mouse on the left side of the page to open the menu bar, as highlighted in the screen below:

Menu Bar

On the Menu Bar, click on the Reports option and then select the Trending Report option as highlighted in the screen below:

Reports > Trending Report

The user can also view this report by clicking on the Reports option available on the Menu Bar and then select the Report option. User will be guided to Reports page. On this page, click on the Reports Home button as highlighted in the screen below:

Reports Page > Reports Home Button

The Reports Home window will be opened on the same page as shown below:

Reports Home Window

On the Reports Home window the Search Bar is displayed that allows the user to search the specific report by entering keywords in the search text-box as shown below:

Search Bar Text-Box

On the Reports Home window, click on the Trending/Audit Trail/Tactical Report then select Trending Report as shown below:

Trending/Audit Trail/Tactical Report > Trending Report

 

The user will be directed to the Trending Report page as shown below:

Trending Report Page

 
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.

Evaluation Form Name

Select the name of the evaluation form from the dropdown list.

Sub Program Name

Select the name of the sub-program from the dropdown list.

Location

Select the location name.

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.

Supervisor Name

Enter the initial characters of the supervisor’s name and select the name from the dropdown list displayed.

Duration Level

Select the type of time duration from the dropdown list which includes:

  • Daily
  • Weekly
  • Monthly

Criteria

Select the type of criteria from the dropdown list, which includes:

  • QA Score Without Autofailure
  • QA Score with Autofailure
  • Autofailure Audits
  • QA Score with and without Autofail
  • Section
  • Parameter

Note: If the user selects the Parameter from the drop-down list, based on selected Evaluation Form Name, the user needs to select the Question for generating the report. 

Trend Level

Select the trend level from the dropdown list that displays the type of user to be selected. This includes:

  • Agent
  • Supervisor
  • Evaluator
  • Sub Program
Show All Agents Select this checkbox for this report to display data for all the agents.
Hide Supervisor? Select this checkbox to hide the supervisors’ details on the report.

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.

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 which includes:

  • Ops Manager
  • QA Manager
  • QA Supervisor
  • QA Verifier
  • Supervisor

One can also search the roles by entering the role’s name in the Filter field.

Once the role(s) is selected, click on button, and the selected role(s) will be moved to the right-hand side box.

To move all the roles to the right-hand side box at once, click on button.

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 button.

To move all the roles from the right-hand side box to the left-hand side box at once, click on button.

After selecting the specific search criteria, click on the button.

The system will generate the trending report based on selected search criteria, as shown below: 

Trending Report

Scroll left to view more details. 

Trending Report More Details

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

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