User Manual

Overall Performance by Program

The report displays the performance of brand or region for each supervisor for a selected time period.

To view the report, click Reports tab in the menu bar, select Report>Overall Performance Report>Overall performance by Program.  

The system will redirect to following screen-

Search criteria

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

 

 

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.

Program Name

Program Names are displayed as per the client name selected.

Select the Program name 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.

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

report

 

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