User Manual

Weekly Executive Summary Report

The reports displays the weekly executive summary report.

To view the report, click Reports tab in the menu bar, select Report>Overall Performance Report>Weekly Executive summary report.

Reports Homepage

Weekly section average score report by agent search field 1

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.

Evaluation Form Name

Evaluation Forms are displayed as per the client name and program name selected.

Select the Evaluation Form 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

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

Weekly executive summary report generation
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