Live Reports

Overview

The Cloud Contact Centre solution provides a number of live report templates which make it easy for you to create a report about activities relating to a time period or a campaign or an agent or any other aspect of a campaign in which you have an interest.

The Live Reports feature provides Workspace Administrators and Reporting Specialists with a set of features which can be used to create and manage reporting. Reports can provide a real-time picture of all contact centre activities.

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1. Create a new page

A report page is a tab you use to position all the reports you wish to view together. Think of a corkboard on the wall to which you attach all the photos, memos, letters, and invites that you wish to have quick access to view. Similarly, a report page allows you to create, and pin, all the reports you want to regularly view. Each report page is the equivalent of one corkboard. and you can create as many report pages as you need, renaming each one to explain their individual purpose.

1. Click Administration to open a drop-down menu.

2. Select Pages from the Administration menu. 

3. The Pages dialog opens, listing all the Report Pages you have. If this is your first time in the Reports section, an initial page named Change Me has been created for you.

4. Enter a name for your new page.

5. Click the  + Create button. 
   The new report page is added to the list of pages.

Actions

Hide or Display a Report Page

This feature allows you to control which report pages are displayed and which are not

1. Select Pages from the Administration menu.

2. The Pages dialog opens, listing all the Report Pages you have.

   • Those report pages that are currently visible have a tick in the check box beside their name.

   • Those report pages that are hidden have no tick in the check box beside their name.

3. Use the checkboxes to control which report pages you wish to be displayed.
   Each displayed report page can be located using a tab in the Reports Module.

4. Click the Close icon in the header to close the window.
   

   

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2. Add a Report to your Report Page

This feature allows you to generate a new report from an existing template and to position it on a report page.

Select Reports from the Administration menu. The Reports dialog opens.

Reports Tab

This tab contains a list of reports and report templates.

• Contact Centre Templates are presented in grey text and are not editable but you can select the report and make a copy which then becomes editable

• Personal Templates are presented in black text and can be edited and deleted.

Action Icons:

Create Tab

This feature enables you to create your own report, if none of the provided report templates meet your needs.

Edit Tab

This feature enables you to edit a report's settings.

Copy Tab

This feature enables you to make any report you have cloned or created available to a colleague using the Copy feature.

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3. Manage your report page

Once reports have been added to a page you can:

1. Drag the report window by its Header Bar to relocate it on the page.

2. Drag the lower right corner of the report window to resize and reshape it.

3. Use this resize control to force the report to fill the available space by making a small adjustment and triggering a redraw of the report.

4. Click the Close icon in the Header to close the window

Each report has a toolbar with the following icons:

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4. Report Settings

When you edit or create a new report you will be presented with a number of settings you can modify:

1. In the Report pane, enter a title for the new report.

2. Enter a short description of the report, one that will assist you to remember the purpose of the report.

3. Select the Data Set from which the report will take its data. See Reports Datasets for assistance with your choice. 

4. Select the way the report data will be grouped, e.g. group all records by campaign, or by agent, or by date or not at all. An ungrouped report, also known as a detailed report, shows each individual record on a separate row. 

5. Select which dataset fields will be used in the report by clicking on the check box beside their name.

Filters

You can preset filters now or set them each time you use the report.

1. Click on the Filters pane.

2. Choose which filters you will use to restrict which data is included.

3. Select whether the filter causes the inclusion (is in) or exclusion (is not in) of data.

4. Select the value used by the condition to filter the data. Set initial values low until you have tested the report and understand the amount of data involved in its production.  

5. Repeat steps 2 to 4 to set additional filters.   

Settings

1. Click on Settings to expand its pane. This pane is used to set the report type, however, most reports are best displayed in a simple grid format.

2. Select View Type.

3. Enter the duration, in seconds, between data refreshes. 

   Note

   The minimum refresh value for a report is five seconds.

4. Enter the Width and Height, in pixels, of the report window. 

Advanced Settings

Click on Advanced Settings to expand its pane. Some reports may have no Advanced Settings.

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5. Schedule Report Export

This feature allows you to nominate when the report is exported and to whom. Each report on a report page has a Schedule Export button:

1. Click on a day to select the date on which the export will first take place, and then use the hour and minute sliders in the calendar control to set when it will begin. 

   1. Click on Now to set the date to today and the time to the current time so you can test the export process. 

   2. Add at least a minute to allow for processing time. 

2. Select the frequency of repeated exports. Choose between: once only, hourly, daily, weekly, monthly or yearly.

3. The format that the exported file will use is currently limited to .csv (Comma-Separated Values).

4. Enter the email address(es) for the report recipient(s). If you don't provide any email address(es), then the report will be exported as a file and stored on the server. It can be retrieved from there by operations staff, and manually or automatically forwarded to the required destination

5. Click the Add icon to set the Email Template to which the report file is to be attached.

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6. Share Wallboard Reports

This feature allows you to create and configure a collection of report pages, containing wallboard reports or any other reports, that can be viewed in a browser and potentially displayed on a flat-screen panel on the wall of a contact centre or on a manager's tablet PC.

1. Open the Workspace.

2. Select the Live Reports tab.

3. In the Reports Module, click Administration to open a drop-down menu.

4. Select Wallboards.

5. Click Create to start a new collection. All your report page names will be displayed by default.

6. Enter a meaningful name for this collection in the Title field.

7. Decide which report pages you wish to add to the collection and set the refresh period (in seconds) for each report. The default is 5 seconds.

8. Set the timeout for the report pages. If you do not wish to add to the collection set this timeout to 0 secs.

9. Set the order in which the wallboard displays should be rotated.

10. Click Save.

11. Copy the wallboard Reference URL and send it to whoever will be viewing the wallboard display.

The recipient can enter the URL into their browser and receive a live reporting display that rotates between all the pages you specified.

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7. Date and Time Settings

These are the date and time-related formats available for use in the Contact Centre reports.

The format used for Dates and Times in each report is the format set by the Administration Team in Workspace>Administration>Settings>Timezone Settings.

Timestamp Filters for Reports

These are the date and time filters available for use in the Contact Centre reports. 

8. List of Reports