QEval New UI User Manual

Agent Last 10 Report

Agent Last 10 Report displays agents’ scores achieved in the last 10 sessions.

To access this feature, click on the Menu button or move the mouse on the left side of the page to open the menu bar, then click on the Reports   option and select Report, as shown below:

Menu > Reports > Report

The system will direct the user on the Reports page, click on the Reports Home button as highlighted in the screen below:

Reports Page > Reports Home Button

The Reports Home window will be opened on the same page. The Search Bar displayed on the window allows the user to search any specific report by entering keywords in the search bar text-box, as shown below:

Reports Home Window > Search Bar Text-Box

To view this report, on the report home window select Agent Level Report > Agent Last 10 Report as shown below:

                                                                                      Agent Level Report > Agent Last 10 Report

The following page will be displayed.

Configure the following fields to view the required result:
 

Screen Elements

Description

Client Name

Select the Client Name from the dropdown list.

Program Name

Select the Program name from the dropdown list which will display the Program Names as per the selection of the Client Name.

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.

Last Evaluation

Enter a numeric value to view the report of the evaluation scores achieved by agents in their specified recent sessions. The user can input any number of sessions as desired.

For example, to view the report of evaluation scores from the last 5 sessions, enter 5 as the numeric value. There is no limit on the number of sessions that can be viewed.

Partner

Select the Partner name from the dropdown list which will display the different Partner Names.

Evaluator Role

Select the required Evaluator role from the left-hand side box which will display the list of all the user roles of higher order.

One can also search the roles by entering the role’s name in the Filter field.

Once the role(s) is selected, click on button, and the selected role(s) will be moved to the right-hand side box.

To move all the roles to the right-hand side box at once, click on button.

To remove a few roles from the right-hand side box and move them back to the left-hand side box, firstly, select such roles and then, click on button.

To move all the roles from the right-hand side box to the left-hand side box at once, click on button.

Once the search criteria are set, then, click on the button.

The report for the set criteria will be displayed as shown below:

One can export the report displayed in Excel and CSV formats. To do so, click on the image and  image to download the report in respective formats.
 

Once the report is generated based on the search criteria, click on the Subscribe button to schedule the specific report as highlighted in the screen below:

Once you click on “Subscribe” button, it pop-up a new window of Report Schedule as mentioned in below screenshot:

The data elements displayed on the screen are explained below:

  • To: Mention the email ID to whom you need schedule a report. You can add multiple email IDs and separate it by semi-colon.
  • Report Title: Add the title of the report.
  • Message: Mention the content which you want to add under email body.
  • Recurrence: It shows Daily, Weekly, Monthly. This means it schedule the report weekly, monthly or you need only once, you can select as per your requirement.
  • When the Recurrence as Daily is selected you need to select 
    • MTD: Select the Month to Date check box, if required. 
    • Delivery Time: Select the timing for report delivery.
    • Expiry Day: Select the expiry date on while the report scheduling will stop.

When the Recurrence as Weekly is selected you need to select 

  • MTD: Select the Month to Date check box, if required.
  • Delivery Time: Select the timing for report delivery. 
  • Selected Days: You can select the days by clicking on the checkbox for which it will trigger an email notification on every week on that day. E.g. If you select “Monday” & “Friday”, it will trigger an email notification for the report on every Monday & Friday of the week. 
  • Expiry Day: Select the expiry date on while the report scheduling will stop.

When the Recurrence as Monthly is selected you need to select 

  • Delivery Time: Select the timing for report delivery.

From On the following day and On this day of the month select any 1 option

  • On the following day: It allows to select the date and the day of the specific month for which the report will be scheduled
  • On this day of the month: It allows to select the date of the month for which the report will be scheduled.
  • Expiry Day: Select the expiry date on while the report scheduling will stop.

Once the necessary details are configured, click on the Submit button to subscribe the report or click on the Cancel button to discard the process. 

An acknowledgment message will be displayed on the screen and the report will be scheduled. 

Now, click on “SFTP” button, from the window of Report Schedule as mentioned in below screenshot:

The data elements displayed on the screen are explained below:

  • Host Name : Add the name or IP address of the server to be connected to.
  • User Name: Add the login credential used for authenticating the connection to the host.
  • Password: Add the secret key required for authentication, used in conjunction with the user name.
  • Port: Add the network port number designated for the connection (e.g., 22 for SSH, 21 for FTP).
  • Destination Path: Enter the specific file path on the destination server where files will be transferred or accessed. Files are stored in nested folder levels (e.g., FolderA/FolderB/FolderC).
    Note: If no path is provided in the destination path, then the file will be delivered to the default root folder.
  • When the Recurrence as Daily is selected you need to select 
    • MTD: Select the Month to Date check box, if required. 
    • Delivery Time: Select the timing for report delivery.
    • Expiry Day: Select the expiry date on while the report scheduling will stop.

When the Recurrence as Weekly is selected you need to select 

  • MTD: Select the Month to Date check box, if required.
  • Delivery Time: Select the timing for report delivery. 
  • Selected Days: You can select the days by clicking on the checkbox for which it will trigger an email notification on every week on that day. E.g. If you select “Monday” & “Friday”, it will trigger an email notification for the report on every Monday & Friday of the week. 
  • Expiry Day: Select the expiry date on while the report scheduling will stop.

When the Recurrence as Monthly is selected you need to select 

  • Delivery Time: Select the timing for report delivery.

From On the following day and On this day of the month select any 1 option

  • On the following day: It allows to select the date and the day of the specific month for which the report will be scheduled
  • On this day of the month: It allows to select the date of the month for which the report will be scheduled.
  • Expiry Day: Select the expiry date on while the report scheduling will stop.

Once the necessary details are configured, click on the Submit button to subscribe the report or click on the Cancel button to discard the process. 

An acknowledgment message will be displayed on the screen and the report will be scheduled. 

Now, click on “S3” button, from the window of Report Schedule as mentioned in below screenshot:

The data elements displayed on the screen are explained below:

  • Bucket Name : Enter the name of the storage bucket where data is stored.
  • Access Key: Enter the unique key used to authenticate access to the storage.
  • Secret Key: Enter the confidential key used alongside the Access Key for secure authentication.
  • Region: The geographical location of the storage bucket (e.g., US-East, EU-West).
  • When the Recurrence as Daily is selected you need to select 
    • MTD: Select the Month to Date check box, if required. 
    • Delivery Time: Select the timing for report delivery.
    • Expiry Day: Select the expiry date on while the report scheduling will stop.

When the Recurrence as Weekly is selected you need to select 

  • MTD: Select the Month to  Date check box, if required.
  • Delivery Time: Select the timing for report delivery. 
  • Selected Days: You can select the days by clicking on the checkbox for which it will trigger an email notification on every week on that day. E.g. If you select “Monday” & “Friday”, it will trigger an email notification for the report on every Monday & Friday of the week. 
  • Expiry Day: Select the expiry date on while the report scheduling will stop.


When the Recurrence as Monthly is selected you need to select 

  • Delivery Time: Select the timing for report delivery.

From On the following day and On this day of the month select any 1 option

  • On the following day: It allows to select the date and the day of the specific month for which the report will be scheduled
  • On this day of the month: It allows to select the date of the month for which the report will be scheduled.
  • Expiry Day: Select the expiry date on while the report scheduling will stop.

Once the necessary details are configured, click on the Submit button to subscribe the report or click on the Cancel button to discard the process. 

An acknowledgment message will be displayed on the screen and the report will be scheduled. 

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