To edit a Stats point, simply select it and click on the
button, at the top right hand-side of your screen, as shown below:General properties
After clicking on the
button of your Stats point, the following screen will appear:You will need to decide on the Site, Group, User and Subject for this stats point, as well as its reset frequency.
Site
You may place a Stats point in any location. If you want it to collect all data from all sites, just leave at the default (All sites).
If you want it to capture stats on a particular site, select that site from your drop-down list e.g. London as shown below:
Group
If you need to be more specific and want to lock the stats point onto a particular user group, then just select that group from the drop-down list as shown for London Accounts, in the example below:
User
You can go right down to user level to add stats points. To put a Stats point on a user, simply select the user from the list as shown below. If you want it to collect all users, just leave at the default (All users).
Subject
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Reset frequency
You can determine how often the stats refresh, by simply selecting from the drop-down list. You can also have your Stats points set to automatically refresh whenever you like. To do this, simply enter the refresh date and time as shown below:
Last reset period data
This feature will allow you to keep a copy of the previous stats for comparison purposes. e.g. you may want to compare today's stats with yesterdays or this weeks stats with last weeks. Simply select the tickbox, as shown below:
In the example below, the Stats point is set for all users of Accounts team, in London site and it resets every day.
NOTE: There is no limit to the number of Stats points you are allowed to have. This means that you could put several stats points at any one place, refreshing at different times e.g. daily, weekly and monthly. |
Exclusions
If you do not want to include every single logged call in your Stats point, you have the option to 'exclude' some calls. To do this simply click on the
tab as shown below and select the calls types you would like to exclude by ticking the box alongside.The example below shows an Exclusion set for Transfer abandoned and Internal not connected calls.
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