This module has been designed to generate the monthly overall program summary report.
To view the report go to Report>Overall Performance Report>Overall Monthly Program Summary Report

The user will be redirected to the following screen-

Click to expand or collapse the sections on screens.
Screen Elements | Description |
Start Date |
Click to display the calender on screen. Choose a date, click on close option on the calender or hit the Esc key to close. |
End Date |
Click to display the calender on screen. Choose a date, click on close option on the calender or hit the Esc key to close. |
Client Name |
Select the Client Name from dropdown list. |
Program Name |
Program Names are displayed as per the client name selected. Select the Program name from the dropdown list. |
Program Name |
Program Names are displayed as per the client name selected. Select the Program name from the dropdown list. |
Evaluation Form Name |
Evaluation Forms are displayed as per the client name and program name selected. Select the Evaluation Form from the dropdown list. |
Location |
Select the location name. |
Agent |
Enter the initial characters of the agent’s name and select the name from the dropdown list displayed. Note: If the agent name is not selected, it displays the reports for all the agents. |
Supervisor Name |
Enter the initial characters of the supervisor’s name and select the name from the dropdown list displayed. |
Partner |
Select the partner. |
Date Type |
Evaluation Date: Select the radio button to search on basis of Evaluation date. Call/Chat Date: Select the radio button to search on basis of call/chat date. Modified Date: Select the radio button to search on basis of evaluation form modified date. |
Sub Program Name |
Select Sub Program Name from drop down list |
Hidden Screen Element |
|
---|---|
Evaluator Role |
Click To select a role, click |
Enter the search criteria, and click .

Scroll down for more reports
Video