The Training Report displays the summary of the report for various agents of the system.
To view this report, select Reports > Report > Agent Level Report > Training Report.
The following page will be displayed.
|
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 |
Evaluation Forms are displayed as per the client name and program name selected. Select the Evaluation Form from the dropdown list. |
|
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. |
|
Partner |
Select the Partner name from the dropdown list which will display the different Partner Names. |
| Category | Select the name of the category from the dropdown list which will display all the categories of the selected Evaluation Form Name. |
| Question | Select the question from the dropdown list which will display all the questions of the selected Category of the selected Evaluation Form Name. |
| Display All Training | Select this checkbox to display all the training assigned to the agent(s). |
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 
and 
to download the report in respective formats.
Video