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.

Agent Last 10 Report Dashboard

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:

Agent Last 10 Report

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

and

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:

Subscribe

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

Report Subscribe > Email

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.

Report Subscribe > Email > Recurrence on Daily Basis

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.

Report Subscribe > Email > Recurrence on Monthly Basis

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.

Report Subscribe > Email > Recurrence on Monthly Basis

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.

Report Subscribe > Email > Submit Button

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

Acknowledgment Message

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

Report Subscribe > SFTP

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.

Report Subscribe > SFTP > Recurrence on Weekly Basis

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.

Report Subscribe > SFTP > Recurrence on Monthly Basis

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.

Report Subscribe > SFTP > Submit Button

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

Acknowledgment Message

Storage Accounts

The Storage Account serves as a centralized repository for securely storing and managing evaluation-related data. It includes key details such as Host Name, User Name, Password, Port, Created Date, and Action, and provides users with the ability to add and maintain records. This system ensures that all evaluation data is organized, easily accessible, and securely stored for efficient reference and processing in the future.

To access this feature, click on the Storage Accounts button, as highlighted in the screen below-

Storage Accounts

The user will be directed to the Storage Accounts pop-up window , this page displays the list of all added records as shown below-

Storage Account Pop-up Window

The data elements displayed on the screen are explained below:

Host Name : Displays the name or IP address of the server to be connected to.
User Name: Displays the login credential used for authenticating the connection to the host.
Password: Displays the secret key required for authentication, used in conjunction with the user name.
Port: Displays the network port number designated for the connection (e.g., 22 for SSH, 21 for FTP).
Created Date: Displays the date on which the record was created.
Action: User can edit or delete the specific record using the options available in the Action field. Simply click the or respective icons to update or remove the report subscription as needed.

Add New Record

The Add New Record functionality allows users to input and save new data into the system, creating a fresh entry in the database. This feature enables the addition of new information, ensuring the system stays up-to-date with the latest records.

To access this feature, click on the Add New Record button, as highlighted in the screen below-

Add New Storage

Upon clicking on the Add New Record button, the following Add Record pop-up window will be displayed

Provide the necessary information in the appropriate fields and click the Submit button to save and store the new record in the storage account.

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

Report Subscribe > S3 > Recurrence on Daily Basis

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.

Report Subscribe > S3 > Recurrence on Monthly Basis

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.

Report Subscribe > S3 > Recurrence on Monthly Basis

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.

Report Subscribe > S3 > Submit Button

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

Acknowledgment Message

Storage Account

To access this feature, click on the Storage Accounts button, as highlighted in the screen below-

Storage Account

The user will be directed to the Storage Accounts pop-up window , this page displays the list of all added records as shown below-

Storage Accounts Pop-up Window

The data elements displayed on the screen are explained below:

Bucket Name : Displays the name of the storage bucket where data is stored.
Access Key: Displays the unique key used to authenticate access to the storage.
Secret Key: Displays the confidential key used alongside the Access Key for secure authentication.
Region: Displays the geographical location of the storage bucket (e.g., US-East, EU-West).
Created Date: Displays the date on which the record was created.
Action: User can edit or delete the specific record using the options available in the Action field. Simply click the or respective icons to update or remove the report subscription as needed.

Add New Record

To access this feature, click on the Add New Record button, as highlighted in the screen below-

Add New Record

Upon clicking on the Add New Record button, the following Add Record pop-up window will be displayed

Provide the necessary information in the appropriate fields and click the Submit button to save and store the new record in the storage account.

Subscription History

Subscription History refers to a detailed record of all subscription-related activities and transactions associated with a user or account. This includes information such as subscription start and end dates, renewal history, payment details, plan changes, cancellations, and other relevant actions or updates made to the subscription over time.

To access this functionality, click on the Subscription History button as highlighted in the screen below-

Subscription History

Upon clicking on the Subscription History button, the following Report Schedule Grid pop-up window will be displayed –

Report Schedule Grid

One can edit or delete the subscription history report using the options available in the Action field. Simply click the

respective icons to update or remove the report subscription as needed.

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