User Manual

Top Performers Total Points Earned

The reports display Total points earned by the top performers.

To view the report, click Reports tab in the menu bar, select Report>Agent Level Report>Top performers Total points earned.

Reports Home page

The system will redirect to the following screen-

Top performers total points earned search field 

Screen Elements

 

Description

Start Date

Click to display the calender on screen. Choose a date, click on close option on the calender or hit the Esc key to close.

End Date

Click to display the calender on screen. Choose a date, click on close option on the calender or hit the Esc key to close.

Client Name

Select the Client Name from 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.

NoteIf 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.

Partner

Select the partner.

 

 

 

Date Type

Evaluation Date:

Select the radio button to search on basis of Evaluation date.

Call/Chat Date:

Select the radio button to search on basis of call/chat date.

Modified Date:

Select the radio button to search on basis of evaluation form modified date.

Hidden Screen Element

Evaluator Role

Click select all arrow to select and enter all the roles in the selection box.

To select a role, click select arrow.

Enter the search criteria, and click Generate report.

Toolbar

Toolbar

Click Expand collapse arrows to expand or collapse the sections on screens.

Top performers total points earned reports generated

 

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