The reports displays Overall monthly score of the Partner.
To view the report, click Reports tab in the menu bar, select Report>Partner Level Report>Monthly Overall score Report by Partner.
Reports Homepage
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Screen Elements
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Description |
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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. |
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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. |
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Client Name |
Select the Client Name from dropdown list. |
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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. |
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Hidden Screen Element |
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Evaluator Role |
Click To select a role, click |
to select and enter all the roles in the selection box.
.Enter the search criteria, and click 
.
Toolbar
Click 
to expand or collapse the sections on screens.
Video