Generating Agent Metrics Daily Report
The Agent Metrics Daily Report is a daily summary of agent performance metrics, by channel.
To generate an Agent Metrics Daily Report:
- On the Reports tab, click New Report.
- In the list of reports, choose the Agent Metrics Daily Report.
- Enter the Report Name and Report Description.
- Select a Time Period.
- Select Data Filters.
- Select Report Generation and choose from the following options:
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- Schedule
- Run On Demand
- Schedule
- Select Format
- CSV
- Send To (single email address or a mailing list)
- Schedule
-
- Click Create.
- An instance of the Agent metrics report is generated.
- 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. - First, the report object is configured (as PDF) and then the report output is generated as PDF. Click the PDF/Page icon to download the report.
The Agent Metrics Daily Report is generated and is available for download.
About Report Fields
Field | Description | Example | Weekly Summary | Monthly Summary |
---|---|---|---|---|
Date | Date (12:00 am-11:59 pm) – figures grouped by Date and Channel. | “2023-01-25” | Not Applicable (NA) | Not Applicable (NA) |
Channel | Name of the Channel. | Channel name (in words) | NA | NA |
Sessions | Number of sessions the Agent was involved in – number of conversations accepted. | NNN (84) | NA | NA |
Total ACW | The amount of time the Agent spent in After Call Work (ACW). | NNN:NN:NN (“323:21:23”) | NA | NA |
Average ACW | Total ACW / Sessions. | NNN:NN:NN (“323:21:23”) | SUM | SUM |
Holds | The number of times the Agent placed conversations on hold. | NNN (63) | AVG | SUM |
Total Hold | Total Amount of time the Agent placed conversations on hold. | NNN:NN:NN (“323:21:23”) | SUM | SUM |
Average Hold | Total Hold / Sessions. | NNN:NN:NN (“323:21:23”) | SUM | SUM |
Total Handle | The sum of all Handle times for each conversation by the Agent. | NNN:NN:NN (“323:21:23”) | SUM | SUM |
Average Handle | Total Handle / Sessions. | NNN:NN:NN (“323:21:23”) | AVG | AVG |
Transfers | The number of transferred conversations from the Agent. | NNN (39) | SUM | SUM |
Transfer % | (Transfers / Sessions) * 100. | NN % (38%) | AVG | AVG |
Average CSAT | The sum of all CSAT values (1–5) / Number of Sessions with scores. | N:NN (4.32) | AVG | AVG |