Program Summary Report By Agent

The report displays the program summary report of each agent for particular duration and evaluation form.

To view the report, click Reports tab in the menu bar, select Report>Agent Level Report>Program Summary Report by Agent.

The system will redirect to the following screen-

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.
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 an option from Sub Program dropdown list