Report: Evaluation summary
Roles, that can do this: Team leaders, Coaches, Unit supervisors, Management and Admin -users.
You can use Evaluation summary to see overall results of evaluations by agents, teams, units or supervisors, depending on the user and rights.
In the navigation bar on the left, click Reports and Evaluation summary
Select the wanted evaluation form.
Then select the dates from which time period you want to see results.
If you want to use Dimension to filter results, you can select wanted Dimensions to do so.
If you are Unit supervisor, Management, Admin or Coach, you can select the teams. If you're a Team leader and you have rights to see other teams results you can select the teams as well. Select multiple by pressing Ctrl (Command in Apple) and select the wanted teams.
Then you can select, how do you want to see the results: By teams, By agents, By supervisors, By supervisor.
The results will come to the sheet as you select the options.
If you want to see the questions, click Show questions -button.
If you want to see all users, including the ones, that haven't been evaluated, click the Show all users -button. This will work and be visible only when you see results By agents or By supervisors.
TIP: You can sort results by clicking the headline on the sheet. This way you can sort results from best to weakest and vice versa.
Green, when the quality score is 80% or over.
Yellow, when the quality score is 50%-79,9%.
Red, when the quality score is less 50%.
You can export the results to Excel, CSV, or PDF. You can also copy the sheet by clicking the Copy button and paste it to Power point or similar.
How does Evaluation summary work?
You can use Evaluation summary to see overall results of evaluations by agents, teams, units or supervisors, depending on the user and rights.
In the navigation bar on the left, click Reports and Evaluation summary
Select the wanted evaluation form.
Then select the dates from which time period you want to see results.
If you want to use Dimension to filter results, you can select wanted Dimensions to do so.
If you are Unit supervisor, Management, Admin or Coach, you can select the teams. If you're a Team leader and you have rights to see other teams results you can select the teams as well. Select multiple by pressing Ctrl (Command in Apple) and select the wanted teams.
Then you can select, how do you want to see the results: By teams, By agents, By supervisors, By supervisor.
The results will come to the sheet as you select the options.
If you want to see the questions, click Show questions -button.
If you want to see all users, including the ones, that haven't been evaluated, click the Show all users -button. This will work and be visible only when you see results By agents or By supervisors.
TIP: You can sort results by clicking the headline on the sheet. This way you can sort results from best to weakest and vice versa.
Colourings on the sheet:
Green, when the quality score is 80% or over.
Yellow, when the quality score is 50%-79,9%.
Red, when the quality score is less 50%.
You can export the results to Excel, CSV, or PDF. You can also copy the sheet by clicking the Copy button and paste it to Power point or similar.
Updated on: 05/02/2024
Thank you!