Generating Interaction Details Report

Interaction Details Report is a comprehensive report covering how all interactions were processed, by whom, and their final dispositions.. This report contains the meta-data of each conversation, except the recording or transcript. A comma-separated list of all Disposition Codes assigned to that conversation is included in the CSV output file of the Interaction Details Report.

To generate Interaction Details Report:

1. On the Reports tab, click New Report.
2. In the list of reports, choose the Interaction Details report.
3. Enter the Report Name and Report Description.
4. Select a Time Period.
5. Select Data Filters.
6. Select Report Generation and choose from the following options:
   • • Schedule
       • Run On Demand
       • Schedule
     • Select Format
       • PDF
       • CSV
     • Send To (single email address or a mailing list)
7. Click Create.
   
8. An instance of the Interaction Details report is generated.
   
9. Click the Run icon next to the instance of the report.
   
   While generating reports you have two options, Run On Demand and Schedule.
   Run On Demand: While creating a new report or editing an existing report, the schedule of the report can be set to run on demand.
   Schedule: While creating a new report or editing an existing report, the schedule of the report can be changed. The use of the schedule is the standard way to generate a report. If the report is scheduled for later then it will automatically be generated on the scheduled day and time without the need to click Run.
10. Click the PDF icon and generate the output of that report, as shown below.
    
    

    Note: The red dot beside the report indicates that the report has been generated within the last 24 hours. You can download the report and save and view it in pdf format.

    
    
    The Agent Interaction Details report is generated and is available for download.
    

About Report Fields

Related Link

• Report List