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<a id="Introduction"></a> |
Introduction
The Call Scoring report provides a comprehensive analysis of previously-scored calls, enabling you to
quickly and easily evaluate the answers to them. All questions are summarised in a clear, easy-to-understand format and are shown separately, grouped into their respective categories.TIM Plus allows youmore efficiently assess the performance of your staff. TIM Plus gives you the option to create your own score cards
and, so you can specifically rate any call
for evaluation purposes.according to a set of custom evaluation criteria.
The scores can be based on any combination of questions
withwhose answers are of the following
answerstype:
- Yes/No
- A value range
- Multiple choice
All questions are summarised in a clear, easy-to-understand format and are displayed separately, grouped into their respective categories.
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An example of a scoring card can be seen below:
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<a id="Running the report"></a> |
Running the report
On the Reports screen,
click on Call geography in the reports list and then pressselect the Call scoring report from the left-hand pane and click the button.
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A new window will appear, where you can
selectset the
criteria forparameters of your report.
Selecting the reporting period
Every report requires a period to run overFor each report, you must specify a time span that covers the calls you want the report to include. This is
generally definedknown as the "
Reportingreporting period".
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There are several preset
periods that can be selected from a drop-down list. The predefined periods are based on a standard Gregorian calendar and are defined as follows:-reporting periods available for selection, based on the standard Gregorian calendar. The following table describes how the start and end times are defined for each preset period:
Period | Description |
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Today | The start and end dates are set to the current date. The start time is set to 00:00:00 and the end time to 23:59:59. |
Yesterday | The start and end dates are set to the current date minus one day. The start time is set to 00:00:00 and the end time to 23:59:59. |
This week | The start date is set to the first day of the current week (normally Monday) |
. The end date is set to the current day. The start time is set to 00:00:00 and the end time to the current time. | |
Last week | The start date is set to the date of the last Monday, and the end date is set to the start date plus seven days. The start time is set to 00:00:00 and the end time to 23:59:59. |
This month | The start date is set to the first day of the current month. The end date is set to the current day. The start time is set to 00:00:00 and the end time to the current time. |
Last month | The start date for this period is set in three stages |
: The day is set to |
the first day of the month. The month is set to the |
previous month. The year is set to the current year, unless it is |
currently January, in which case, the previous year is |
used. The start and end times are set to 00:00:00 and 23:59:59 respectively. | |
This year | The start date is set to the first day of the first month of the current year, whilst the end date is set to today's date. The start and end times are set to 00:00:00 and 23:59:59 respectively. |
All calls | The start and end dates and times are set to the |
dates and |
times of the first and last call in the entire call database, respectively. |
In addition to the presets described above, it is possible to specify a custom reporting period by choosing Custom period from the
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When the report is executed, the reporting engine will substitute the start and end dates based on the current date or the relevant selection made by the user.
Once you have set the
report'sreporting period, click on the button to set
more of theadditional report
'sparameters and options, or select the button to run the report immediately.
Selecting the reporting entity
The
reportingReporting entity
paramaterparameter allows you to select
whichthe part of your organisation
you want to run the report for (site, extension group, channels or individual extensions)whose calls the report should include, e.g. a site, a group or an individual user.
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Site
TIM Plus will allow you to log information from up to five sites. If you want toTo report on a particular site, select
your preferred siteit from the drop-down list
, alternatively leave the default settings asor select All sites .
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The username and password you have been allocated might be restricted to a specific site or group. If you need additional permissions, please contact your system administrator. |
Group
There is no limit to the number of groups you can create on one site. Groups, like sites are available as a drop-down list. You can choose to report on a specific group or leave the default setting as All groups.Group
If a site has been selected, you are able to further limit the report's results by selecting a group from the drop-down list.
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Please note that the drop-down list for each group will appear only if a site has already been selected.
User
OnceUser
If both a site and group
hashave been selected, you can
also choose to report onfurther limit the report's results to include only calls involving a particular user, by selecting that user from the drop-down list
, or you can leave the default setting as All users.
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If your web account is restricted to a specific site or group, only those entities to which you have access will be available in the drop-down lists. |
Once you have
setselected the scope of your report
's entities,
clickclick on
thethe
buttonbutton to set
more of the report's features or select thebuttonadditional report parameters and options, or to run the report immediately, click the button.
Selecting the report filters
This option allows you to filter out certain calls from your results, by selecting the values of the parameters.You can limit the results of your report by choosing one or more of the following filters:
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These filters allow you to be very specific, when deciding the call information you would like to display in the final report.If you do not want to select any filters, simply press thebutton to skip.
Please find a brief description of all filters below:
Call type
This filter allows you to define the type of call you
would likewant to report on
. If you would like to report on all calls, leave the default setting as, in terms of where the call originated and where it was delivered, e.g. incoming, outgoing, internal, etc. To report on all types of call, set this to All calls.
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If you want to report on one call type in particular, expand the drop-down list and select from the available options.
CLI
The CallerCLI
Calling Line Identification (CLI) is
a phone number that calls your organisation. This is sometimes withheld by the person making the call.You may choose to report on calls from a particular CLI or from numbers beginning with a particular CLI. For example, forthe telephone number of the remote caller in an incoming call scenario.
You can report on calls that originate from a specific CLI or those whose CLI matches a particular pattern of digits. For example, to report on all incoming calls from Tri-Line, you
wouldcould enter 02072652600.
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This filter accepts the comparison operators ! and * (e.g. to exclude calls from Tri-Line, you would use !020726526*). To report on more than one CLI, user a comma to separate the entries.
Dialled number
To filter calls to a specific dialled number, type
the number that was dialledit in the text box provided. The dialled number
can be a number that you dial out, or a DDI number within your organisation that someone dials in to get to a particular extensionis defined as the number that is dialled (in the case of an outbound call), or the DDI number that the remote party dialled to reach a particular extension or group (in the case of an inbound call).
To filter calls to a specific area, a partial number
maycan be entered (e.g. 0033
, forfor calls to France).
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You can use the ! symbol to explicitly exclude a dialled number from the report's results, and/or the
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Duration
To filter calls above or below a particular duration, enter the
number of seconds and the relevant symbol in the box provided. This filter allows you to specify a range (-) or use comparison operators (>, <, ! and *).Reporting_filter | ||||
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desired duration in seconds.
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You can specify a duration range by using the
symbol; to specify limits, use the comparison operators, >, <, and Referencemacro Label -
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In the above example, the
filterreport will
look forreturn only calls longer than 1800 seconds (30 minutes).
Alternatively, you may want to exclude calls below a certain threshold (e.g. below 3 seconds).Selecting the report options
This section
allowsenables you to further narrow down your report results, by excluding certain types of calls
or sorting the. It also allows you to sort the report's results in a particular manner.
The filters are fairly self-explanatory. For example, if you would like to exclude weekend calls from the report, simply tick the option to exclude weekend calls. If you would like to ignore missed calls shorter than a specific duration, simply enter the duration in the box.Screenshotmacro | ||||
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Exclude weekends
If you would like toTo exclude weekend calls from
the searchyour report's results,
simply select the tick-box to exclude weekend callsselect the
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Exclude transfers
Select this option if you would like to exclude transfers from the search results. For example if you want to see only how well calls were answered when first presented, you would choose to exclude transfersTo exclude transferred calls from your report's results, select the
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Hide unused
This option gives you the option of excludingTo exclude unused extensions from
the results shown. To exclude unused extension, simply select select the tickbox, as shown below:your report's results, select the
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Selecting the report format
This section allows you to choose the media format of your completed report. The formats available are Web, PDF, Excel, CSV and XML.
More details about each report format are available in the Setting the report format section above.
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<a id="Creating the report"></a> |
Creating the report
When you have
chosenselected a reporting period
, and are happy with your selections, you have two options:and have chosen any filters and options, you can either run the report immediately by clicking on the button, or schedule it for future delivery.
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If you click on the button, the report will run instantly in your chosen format.
If you want to schedule the report to run at a later time, follow the instruction given in the Schedule a report section.
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<a id="The report's results"></a> |
The report's results
When selecting WEB as the output format, this report will appear as below. To view details of any filters or selection parameters used in creating this report, simply click on About this report on the top-right corner of the page. The WEB format allows for complete flexibility when viewing any report. All headers are clickable allowing you re-arrange the report layout in seconds, to sort the calls in ascending or decending order based on the header clicked.Below is an example of this report's output in Web format:
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The Web format is the most interactive of all formats: all column headers are click-sortable and most graphical and tabular elements can be drilled down into, allowing deeper analysis of your results. By clicking on the About this report link at the top-right corner of the page, you can review any filters and options that have been applied to the report.
As with all reports
, the headerproduced by TIM Plus, each page of the report includes the following information:
- the report's title
- the date and time
- that the report was generated
- the name of the report, if applicable
The results of the call scoring report will vary depending on the type of questions used to create your scorecards.score cards:
Yes/No questions show their answers
will be shownas two bars
with a % allocated against the Yes/No, each indicating the proportion of total answers.
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Range
answers willquestions show the
Minimumminimum and
Maximummaximum scores, as well as the average score.
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Multiple choice
scores will show the % allocated to each answerquestions show each possible answer as a percentage of the total number of answers.
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All scores will show the total number of scores the report is based on so you can put the answers into context.
If you would like to go back and view this report for a larger section of the organisation, click on the appropriate link in the breadcrumb,To modify your report to cover a larger organisational scope, click on an element of the breadcrumb as shown below:
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