NEW reporting guide
You can monitor the status of quality and coaching by evaluation forms, teams, employees, and supervisors through reporting. Access reporting by clicking Reports in the navigation bar on the left.
You can also watch quick video guides from this link or rolling down to the bottom part of this page.
Agenda:
Reporting Options
Customizing the table view
Cell coloring
Using Dimension filters
Exporting Reports
Report Types
- Evaluations and comments
- Evaluations by evaluator
- Evaluation answers
- Evaluation summary
- Coaching summary
- Coaching by coaches
- Latest coachings
- Coaching summary by dimensions
Video guides
Reporting Options
- Select the Report type, either Evaluation or Coaching.
- Choose the Report you want to view, for example Evaluation summary
- Select Users from the tree structure, including organizations, units, and teams whose results you wish to review.
- Choose the Evaluation form of Coaching form for which you want to view results.
- From the Roles dropdown menu, select all roles whose results you want to include in the report. By default, the report includes agent-level users.
- Use the Level dropdown menu to decide how results are displayed: By companies, units, teams, or agents.
- Select Starting from date and Ending by date, specifying the period for which you want to view results. (Note: The Event date assigned to the form determines the time period for its results.)
- If you want to filter results by Dimension, select the desired Dimension items. You can choose multiple tracking items and options to refine the results. More detailed guidance can be found at the end of this article.
9, You can save the report as a favorite by clicking the Star icon in the top-right corner. Without the reporting builder feature (additional service), each user can save up to two favorite reports.
Once the selections are made, the results will appear in a table and update automatically as you adjust the reporting settings. Watch the video tutorial from this link.
Customizing the table view
- Use the Search field to quickly filter the table for specific individuals, teams, or units.
- Click the Reset filters button to clear the reporting selections.
- Click the Show questions button to display the questions. Separation of sections will be added at a later stage.
- Sort the results by clicking the header row of the desired column. For example, you can sort results from best to worst or vice versa.
- Right-click on the header level to group data, pin columns, or apply sorting.
Cell coloring
- Green: When the result is 80% or above.
- Yellow: When the result is between 50% and 79.9%.
- Red: When the result is below 50%.
Using Dimension filters
- Filter results using the Dimension dropdown menu.
- You can select multiple different Dimensions or the same Dimension multiple times and decide whether results are included using the AND/OR option.
- You can specify that only exact matches are included by selecting =, or exclude specific results by selecting ≠.
- Results will automatically update based on your selections.
Exporting Reports
- The Evaluation Summary can be exported as an Excel, CSV, or PDF file.
- The export options are located above the table in the top-right corner.
Report Types
Below is a brief description of each report:
Evaluations and comments
The Evaluations and comments report provides a detailed view of individual evaluations, including who did the evaluation, who was evaluated, the time spent, quality scores, and all comments—conveniently displayed in one view. If you need to access an old report, you can temporarily open it directly from this link.
Evaluations by evaluator
The Evaluations by Evaluator report provides a quick overview of who has performed evaluations, how much time has been spent on them, and the types of evaluations given by each evaluator. If you need to access an old report, you can temporarily open it directly from this link.
Evaluation answers
From the evaluation report, you can see how each question has been answered and the percentage of responses out of all answers for the selected time period. If you need to access an old report, you can temporarily open it directly from this link.
Evaluation summary
The Evaluation Summary provides the quickest overview of how an individual, team, or unit should be developed based on evaluations. If you need to access an old report, you can temporarily open it directly from this link.
Coaching summary
The Coaching summary report provides a quick overview of the number of training sessions and the time spent on them. Below is the purpose of each column:
- Duration (Total) = Displays the sum of the start and end times recorded on the training form.
- Duration (Average) = Displays the average of the above total.
- Handling Time (Total) = Shows the handling time of the training form, i.e., how long the form has been in editing mode. This includes the editing times made by the trainee themselves.
- Handling Time (Average) = Displays the average of the above total.
If you need access to the old report, you can temporarily open it directly via this link
Coaching by coaches
The Coaching by coaches report shows who has filled in the coaching forms, for whom, and the time spent on them, in the same way as the "Coaching summary" report. If you need access to the old report, you can temporarily open it directly via this link.
Latest coachings
The Latest coachings report lists the most recently completed coaching sessions for each person.
If you need access to the old report, you can temporarily open it directly via this link
Coaching summary by dimensions
The Coaching summary by dimensions report allows you to see, how many coachingforms have been filled by DImensions, if there is any Dimensions on the coaching form.
If you need access to the old report, you can temporarily open it directly via this link
Video guides
Under this first video guide you will find another video about how to customize the reporting area.
Updated on: 10/12/2024
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