User Manual

Monthly Overall Score Report By Partner

The reports displays Overall monthly score of the Partner.

To view the report, click Reports tab in the menu bar, select Report>Partner Level Report>Monthly Overall score Report by Partner.

Reports Homepage

Monthly overall score report by partner 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.

 

 

 

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.

Monthly overall score report by partner report generation 1
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