Bright Pattern Documentation

Generated: 6/28/2022 7:20 pm
Content is available under license unless otherwise noted.

QM Reports Overview

In the Contact Center Administrator application, you can access all reports available to your contact center. By default, these are the predefined reports supplied with Bright Pattern Contact Center. If you have previously created some custom reports using Jaspersoft Studio and uploaded their definitions into the system, such custom reports will also appear in the list of reports. For more information about stock and custom report definitions, see the Contact Center Administrator Guide, section Report Templates.

The reports are grouped by the type of contact center resources that they describe (e.g., “Service Reports,” etc.). Within each group, the reports are listed in alphabetical order according to the names of the corresponding report definitions. A description is provided for each report. If a description does not fit on the screen, hover over it to see the full text of the description in a tooltip box.


QM reports


Reports in the QM category include:

To work with QM reports, select the desired type of report from the list. In the view that appears, use the report generation filters to select the resource for which you want to generate the report and to specify the reporting interval. Depending on the report type, you can select multiple resources and apply additional filters.

For more information on how reports are run and customized, see the Reporting Reference Guide, section Report Generation.

Articles

The Reports section of this guide includes the following articles:



Report Templates

Bright Pattern Contact Center provides a number of reports for evaluating the performance of agents and agent teams as well as assessing the efficiency of contact center services and scenarios. Report templates are provided out of the box, and they may be customized to suit your contact center needs.

In the Contact Center Administrator application, section Configuration > Quality Management > Reporting, you will find both predefined report templates and report templates that have been customized, modified, or uploaded to your contact center. All templates are organized by name and by the type of contact center resources that they describe (e.g., “Agent/Team Reports,” etc.).


Reporting-Templates-54.PNG


Out of the box, the following report templates in the QM category are available:

These report templates align with QM reports, which are described in later sections of this guide. For more information about stock and custom report definitions, see the Contact Center Administrator Guide, section Report Templates.



Actual Evals

The Actual Evals report provides non-aggregated score data, all questions, evaluation areas, and evaluation form scores for evaluations.


How to Use This Report

  1. Set parameters, which narrow the report's data.

  2. Use the report generation controls to schedule, generate, customize, rename, and/or clone the report.

  3. Run the report and view metrics.


Report Parameters

You can narrow the report's data by specifying the following parameters.

Actual Evals report


Time frame

The specified time range for which the data will be generated on the report (i.e., Today, This week, Custom, etc.).

From/To

If the Custom timeframe is selected, From/To is the custom date range. From is the evaluation start date and time, and To is the evaluation stop date and time.

Timezone

Clicking the link shown allows you to designate the timezone settings for the report's timeframe.

Service/campaign

Filters report data according to the selected service(s) and/or campaign(s). If no service or campaign is selected, the report will include data for all services and campaigns.

Team

Filters report data according to the selected team(s). If no team is selected, the report will include data for all teams.

Evaluators

Filters report data according to specific evaluator(s) who evaluated the evaluation. If no evaluator is selected, the report will include data for all evaluators.

Supervisors in charge

Filters report data according to specific supervisor(s) in charge. If no supervisor is selected, the report will include data for all supervisors.

Forms

Filters report data according to specific evaluation form(s). If no evaluation form is selected, the report will include data for all evaluation forms.

Agent

Filters report data according to specific agent(s) who were evaluated. If no agent is selected, the report will include data for all agents.

custom1

Contents of custom reporting field 1 of the call detail record for the given interaction.

custom2

Contents of custom reporting field 2 of the call detail record for the given interaction.

custom3

Contents of custom reporting field 3 of the call detail record for the given interaction.

custom4

Contents of custom reporting field 4 of the call detail record for the given interaction.

custom5

Contents of custom reporting field 5 of the call detail record for the given interaction.

Agent rank

Filters report data according to specific agent rank(s), as defined in configuration.

Agent training classes

Filters report data according to specific training class(es) that the agent has taken. Tabulating agent scores by this parameter shows the effectiveness of the training class. If no agent training class is selected, the report will include all agent training classes.


Metric Descriptions

The metrics of the Actual Evals report are organized into columns, which are described as follows:

Form Score

The total evaluation score (e.g., “90” out of 100).

Area

The evaluation area (e.g., “Professional behavior”).

Question

The evaluation question (e.g., “Agent immediately greets and introduces herself (himself)”).

Score

The total score for the given evaluation area.

Answer

The evaluation answer (e.g., “No”).

Comment

Text comments for the given evaluation.

Score %

The percent of the given evaluation area's score, which includes area and question weight.

Failed

Indicates whether the evaluation was failed or not. If the evaluation was failed, the displayed value is "Y". If the evaluation was not failed, no value will be displayed.



Actual Evals CSV

The Actual Evals (CSV) report provides non-aggregated score data, all questions, evaluation areas, and evaluation form scores.


How to Use This Report

  1. Set parameters, which narrow the report's data.

  2. Use the report generation controls to schedule, generate, customize, rename, and/or clone the report. Note that when you run a CSV report, a zipped CSV file will begin downloading.

  3. Run the report and view metrics.


Report Parameters

You can narrow the report's data by specifying the following parameters.

Time frame

The specified time range for which the data will be generated on the report (i.e., Today, This week, Custom, etc.).

From/To

If the Custom timeframe is selected, From/To is the custom date range. From is the evaluation start date and time, and To is the evaluation stop date and time.

Timezone

Clicking the link shown allows you to designate the timezone settings for the report's timeframe.

Service/campaign

Filters report data according to the selected service(s) and/or campaign(s). If no service or campaign is selected, the report will include data for all services and campaigns.

Team

Filters report data according to the selected team(s). If no team is selected, the report will include data for all teams.

Evaluators

Filters report data according to specific evaluator(s) who evaluated the evaluation. If no evaluator is selected, the report will include data for all evaluators.

Supervisors

Filters report data according to specific supervisor(s) in charge. If no supervisor is selected, the report will include data for all supervisors.

Forms

Filters report data according to specific evaluation form(s). If no evaluation form is selected, the report will include data for all evaluation forms.

Agent

Filters report data according to specific agent(s) who were evaluated. If no agent is selected, the report will include data for all agents.

custom1

Contents of custom reporting field 1 of the call detail record for the given interaction.

custom2

Contents of custom reporting field 2 of the call detail record for the given interaction.

custom3

Contents of custom reporting field 3 of the call detail record for the given interaction.

custom4

Contents of custom reporting field 4 of the call detail record for the given interaction.

custom5

Contents of custom reporting field 5 of the call detail record for the given interaction.

Agent rank

Filters report data according to specific agent rank(s), as defined in configuration.

Agent training classes

Filters report data according to specific training class(es) that the agent has taken. Tabulating agent scores by this parameter shows the effectiveness of the training class. If no agent training class is selected, the report will include all agent training classes.


Metric Descriptions

The metrics of the Actual Evals (CSV) report are organized into columns, which are described as follows:

start_time

The evaluation start time (e.g., “10:51 AM”).

EVALUATION_TIME

The evaluation time.

SERVICE_NAME

The service of the interaction that was evaluated (e.g., “Email service”).

custom1

Contents of custom reporting field 1 of the call detail record for the given interaction.

custom2

Contents of custom reporting field 2 of the call detail record for the given interaction.

custom3

Contents of custom reporting field 3 of the call detail record for the given interaction.

custom4

Contents of custom reporting field 4 of the call detail record for the given interaction.

custom5

Contents of custom reporting field 5 of the call detail record for the given interaction.

LOGIN_ID

The login ID (i.e., username) of the evaluator (e.g., “jeffery.lozada”).

TEAM_NAME

The name of the team to which the agent being evaluated has been assigned (e.g., “Pro Service Reps”).

CONFIRMED_BY

The user who confirmed the evaluation.

FORM_NAME

The name of the evaluation form (e.g., “Default QM Chat Form”).

AGENT_ID

The username of the agent being evaluated (e.g., “christy.borden”).

AREA_NAME

The name of the evaluation area for the given evaluation (e.g., “Offer”).

QUESTION_NAME

The name of the evaluation question.

SCORE

The evaluation score (e.g., “85” out of 100).

COMMENT

Text comments written by the evaluator for the agent being evaluated.





All Question Comments

The All Question Comments report provides all evaluation questions and comments associated with particular evaluations.


How to Use This Report

  1. Set parameters, which narrow the report's data.

  2. Use the report generation controls to schedule, generate, customize, rename, and/or clone the report.

  3. Run the report and view metrics.


Report Parameters

You can narrow the report's data by specifying the following parameters.

All Question Comments report


Time frame

The specified time range for which the data will be generated on the report (i.e., Today, This week, Custom, etc.).

From/To

If the Custom timeframe is selected, From/To is the custom date range. From is the evaluation start date and time, and To is the evaluation stop date and time.

Timezone

Clicking the link shown allows you to designate the timezone settings for the report's timeframe.

Forms

Filters report data according to specific evaluation form(s). If no evaluation form is selected, the report will include data for all evaluation forms.


Metric Descriptions

The metrics of the All Question Comments report are organized into columns, which are described as follows.


All Question Comments results


Date

The date that the evaluation question or comment was added (e.g., “01/01/19”).

Time

The time that the evaluation question or comment was added (e.g., “10:15 AM”).

Evaluator

The first name and last name of the user who evaluated the agent (e.g., “Gina Vasquez”).

Comment

Text comments written by the evaluator regarding the interaction and the agent being evaluated (e.g., “Did not state updated policy--need to refresh training on 2019 policies.”)





Answer Frequency

The Answer Frequency report provides evaluation questions, answers for the evaluation questions, and the number of times that the answer was entered for the given question.


How to Use This Report

  1. Set parameters, which narrow the report's data.

  2. Use the report generation controls to schedule, generate, customize, rename, and/or clone the report.

  3. Run the report and view metrics.


Report Parameters

You can narrow the report's data by specifying the following parameters.

Answer Frequency report


Time frame

The specified time range for which the data will be generated on the report (i.e., Today, This week, Custom, etc.).

From/To

If the Custom timeframe is selected, From/To is the custom date range. From is the evaluation start date and time, and To is the evaluation stop date and time.

Timezone

Clicking the link shown allows you to designate the timezone settings for the report's timeframe.

Service/campaign

Filters report data according to the selected service(s) and/or campaign(s). If no service or campaign is selected, the report will include data for all services and campaigns.

Forms

Filters report data according to specific evaluation form(s). If no evaluation form is selected, the report will include data for all evaluation forms.

Questions

Filters report data according to specific questions on evaluation forms. If no question is selected, the report will include data for all questions.

Answer options

Filters report data according to specific answer options on evaluation forms. If no answer option is selected, the report will include data for all answer options.


Metric Descriptions

Answer Frequency results


The metrics of the Actual Evals report are organized into columns, which are described as follows:

Question

The evaluation question (e.g., “Agent avoided using slang or jargon”).

Answer

The chosen option/answer (e.g., “Yes”).

Answer Count

The number of times the answer was selected (e.g., “21”).





Calibrations

The Calibrations report provides calibration instances, including evaluation forms, date and time of interaction, agent, service, duration, evaluator, question list with score, sum, average, and difference check.


How to Use This Report

  1. Set parameters, which narrow the report's data.

  2. Use the report generation controls to schedule, generate, customize, rename, and/or clone the report.

  3. Run the report and view metrics.


Report Parameters

You can narrow the report's data by specifying the following parameters.

Calibrations report


Time frame

The specified time range for which the data will be generated on the report (i.e., Today, This week, Custom, etc.).

From/To

If the Custom timeframe is selected, From/To is the custom date range. From is the evaluation start date and time, and To is the evaluation stop date and time.

Timezone

Clicking the link shown allows you to designate the timezone settings for the report's timeframe.


Metric Descriptions

Calibrations results


The metrics of the Calibrations report are organized into columns, which are described as follows:

Question

The evaluation form question (e.g., “Used correct closing statement”).

Agent Name

The first name and last name of the agent being evaluated (e.g., “Gina Vasquez”).

Average

The Average Question Score (e.g., “100”).

Standard deviation

The standard deviation.




Disputed Evaluations

The Disputed Evaluations report provides metrics for all disputed evaluations.


How to Use This Report

  1. Set parameters, which narrow the report's data.

  2. Use the report generation controls to schedule, generate, customize, rename, and/or clone the report.

  3. Run the report and view metrics.


Report Parameters

You can narrow the report's data by specifying the following parameters.

Disputed Evaluations report


Time frame

The specified time range for which the data will be generated on the report (i.e., Today, This week, Custom, etc.).

From/To

If the Custom timeframe is selected, From/To is the custom date range. From is the evaluation start date and time, and To is the evaluation stop date and time.

Timezone

Clicking the link shown allows you to designate the timezone settings for the report's timeframe.

Service/campaign

Filters report data according to the selected service(s) and/or campaign(s). If no service or campaign is selected, the report will include data for all services and campaigns.

Team

Filters report data according to the selected team(s). If no team is selected, the report will include data for all teams.

Evaluators

Filters report data according to specific evaluator(s) who evaluated the evaluation. If no evaluator is selected, the report will include data for all evaluators.

Supervisors

Filters report data according to specific supervisor(s) in charge. If no supervisor is selected, the report will include data for all supervisors.

Agent

Filters report data according to specific agent(s) who were evaluated. If no agent is selected, the report will include data for all agents.

My subteam only

Selecting this checkbox will run a report for agents selected for a supervisor's subteam.


Metric Descriptions

Disputed Evaluations results


The metrics of the Disputed Evaluations report are organized into columns, which are described as follows:

Total evaluations

The total number of evaluations (e.g., “500”).

Disputed evaluations

The number of disputed evaluations (e.g., “8”).

Evaluations disputed by supervisor

The number of evaluations disputed by the supervisor (e.g., “1”).

Evaluations disputed by agent

The number of evaluations disputed by the agent (e.g., “1”).

Currently disputed evaluations

The number of evaluations being disputed right now (e.g., “2”).





Eval Areas

The Eval Areas report provides the average area score of each evaluation area.


How to Use This Report

  1. Set parameters, which narrow the report's data.

  2. Use the report generation controls to schedule, generate, customize, rename, and/or clone the report.

  3. Run the report and view metrics.


Report Parameters

You can narrow the report's data by specifying the following parameters.

Eval Area report


Time frame

The specified time range for which the data will be generated on the report (i.e., Today, This week, Custom, etc.).

From/To

If the Custom timeframe is selected, From/To is the custom date range. From is the evaluation start date and time, and To is the evaluation stop date and time.

Timezone

Clicking the link shown allows you to designate the timezone settings for the report's timeframe.

Service/campaign

Filters report data according to the selected service(s) and/or campaign(s). If no service or campaign is selected, the report will include data for all services and campaigns.

Evaluators

Filters report data according to specific evaluator(s) who evaluated the evaluation. If no evaluator is selected, the report will include data for all evaluators.

Supervisors

Filters report data according to specific supervisor(s) in charge. If no supervisor is selected, the report will include data for all supervisors.

Areas

Filters report data according to specific evaluation area(s). If no evaluation area is selected, the report will include data for all evaluation areas.

my_custom_field

Filters report data according to specific custom field(s). If no custom fields have been configured for your contact center, the drop-down menu will be empty. If no custom field is selected, the report will include all configured custom fields.

held

Filters report data according to the number of times the agent placed the call on hold during the interaction reported on in evaluations.

max_hold

Filters report data according to the duration of the longest period a call was on hold during the interaction reported on in evaluations.

Agent rank

Filters report data according to specific agent rank(s), as defined in configuration.

Agent training classes

Filters report data according to specific training class(es) that the agent has taken. Tabulating agent scores by this parameter shows the effectiveness of the training class. If no agent training class is selected, the report will include all agent training classes.

My subteam only

Selecting this checkbox will run a report for agents selected for a supervisor's subteam.


Metric Descriptions

The metrics of the Eval Areas report are organized into columns, which are described as follows:

Area

The evaluation area (e.g., “Professional behavior”).

Avg Area Score

The Average Area Score (e.g., “75”).




Evaluator Performance

The Evaluator Performance report provides metrics that help contact centers evaluate the performance of the evaluator.


How to Use This Report

  1. Set parameters, which narrow the report's data.

  2. Use the report generation controls to schedule, generate, customize, rename, and/or clone the report.

  3. Run the report and view metrics.


Report Parameters

You can narrow the report's data by specifying the following parameters.


Evaluator-Performance-54.PNG


Time frame

The specified time range for which the data will be generated on the report (i.e., Today, This week, Custom, etc.).

From/To

If the Custom timeframe is selected, From/To is the custom date range. From is the evaluation start date and time, and To is the evaluation stop date and time.

Timezone

Clicking the link shown allows you to designate the timezone settings for the report's timeframe.

Service/campaign

Filters report data according to the selected service(s) and/or campaign(s). If no service or campaign is selected, the report will include data for all services and campaigns.

Team

Filters report data according to the selected team(s). If no team is selected, the report will include data for all teams.

Evaluators

Filters report data according to specific evaluator(s) who evaluated the evaluation. If no evaluator is selected, the report will include data for all evaluators.

My subteam only

Selecting this checkbox will run a report for agents selected for a supervisor's subteam.


Metric Descriptions

Evaluator-Performance-Gen-54.PNG


The metrics of the Evaluator Performance report are organized into columns, which are described as follows:

Total Evaluations

The total number of evaluations (e.g., “500”).

Accepted evaluations

The Average Area Score (e.g., “92”).

Rejected evaluations

The number of rejected evaluations (e.g., “28”).

Assigned evaluations, not completed

The number of assigned evaluations that have not been completed (e.g., “18”).

Assigned evaluations, completed

The number of assigned evaluations that have been completed (e.g., “45”).

Calibrations, not completed

The number of calibrations that have not been completed (e.g., “3”).

Completed calibrations

The number of completed calibrations (e.g., “92”).





Question Averages

The Question Averages report provides the average area score and the average question score for each evaluation question.


How to Use This Report

  1. Set parameters, which narrow the report's data.

  2. Use the report generation controls to schedule, generate, customize, rename, and/or clone the report.

  3. Run the report and view metrics.


Report Parameters

You can narrow the report's data by specifying the following parameters.

Question-Averages-54.PNG

Time frame

The specified time range for which the data will be generated on the report (i.e., Today, This week, Custom, etc.).

From/To

If the Custom timeframe is selected, From/To is the custom date range. From is the evaluation start date and time, and To is the evaluation stop date and time.

Timezone

Clicking the link shown allows you to designate the timezone settings for the report's timeframe.

Service/campaign

Filters report data according to the selected service(s) and/or campaign(s). If no service or campaign is selected, the report will include data for all services and campaigns.

Forms

Filters report data according to specific evaluation form(s). If no evaluation form is selected, the report will include data for all evaluation forms.

Agent

Filters report data according to specific agent(s) who were evaluated. If no agent is selected, the report will include data for all agents.

my_custom_field

Filters report data according to specific custom field(s). If no custom fields have been configured for your contact center, the drop-down menu will be empty. If no custom field is selected, the report will include all configured custom fields.

held

Filters report data according to the number of times the agent placed the call on hold during the interaction reported on in evaluations.

max_hold

Filters report data according to the duration of the longest period a call was on hold during the interaction reported on in evaluations.

Agent rank

Filters report data according to specific agent rank(s), as defined in configuration.

Agent training classes

Filters report data according to specific training class(es) that the agent has taken. Tabulating agent scores by this parameter shows the effectiveness of the training class. If no agent training class is selected, the report will include all agent training classes.

My subteam only

Selecting this checkbox will run a report for agents selected for a supervisor's subteam.


Metric Descriptions

The metrics of the Question Averages report are organized into columns, which are described as follows.


Question-Averages-Gen-54.PNG


Area

The evaluation area (e.g., “Professional behavior”).

Question

The evaluation question (e.g., “Agent avoided jargon or slang”).

Avg Area Score

The Average Area Score (e.g., “50”).

Avg Question Score

The Average Question Score (e.g., “100”).




Score Report

The Score report provides the date, evaluator name, and form score.


How to Use This Report

  1. Set parameters, which narrow the report's data.

  2. Use the report generation controls to schedule, generate, customize, rename, and/or clone the report.

  3. Run the report and view metrics.


Report Parameters

You can narrow the report's data by specifying the following parameters.

Score-Report-54.PNG


Time frame

The specified time range for which the data will be generated on the report (i.e., Today, This week, Custom, etc.).

From/To

If the Custom timeframe is selected, From/To is the custom date range. From is the evaluation start date and time, and To is the evaluation stop date and time.

Timezone

Clicking the link shown allows you to designate the timezone settings for the report's timeframe.

Service/campaign

Filters report data according to the selected service(s) and/or campaign(s). If no service or campaign is selected, the report will include data for all services and campaigns.

Team

Filters report data according to the selected team(s). If no team is selected, the report will include data for all teams.

Evaluators

Filters report data according to specific evaluator(s) who evaluated the evaluation. If no evaluator is selected, the report will include data for all evaluators.

Supervisors

Filters report data according to specific supervisor(s) in charge. If no supervisor is selected, the report will include data for all supervisors.

Forms

Filters report data according to specific evaluation form(s). If no evaluation form is selected, the report will include data for all evaluation forms.

Agent rank

Filters report data according to specific agent rank(s), as defined in configuration.

Agent training classes

Filters report data according to specific training class(es) that the agent has taken. Tabulating agent scores by this parameter shows the effectiveness of the training class. If no agent training class is selected, the report will include all agent training classes.

Agent

Filters report data according to specific agent(s) who were evaluated. If no agent is selected, the report will include data for all agents.

my_custom_field

Filters report data according to specific custom field(s). If no custom fields have been configured for your contact center, the drop-down menu will be empty. If no custom field is selected, the report will include all configured custom fields.

held

Filters report data according to the number of times the agent placed the call on hold during the interaction reported on in evaluations.

max_hold

Filters report data according to the duration of the longest period a call was on hold during the interaction reported on in evaluations.

My subteam only

Selecting this checkbox will run a report for agents selected for a supervisor's subteam.


Metric Descriptions

The metrics of the Score report are organized into columns, which are described as follows.

Date

The date that the score was assigned to the evaluation (e.g., “01/01/2019”).

Evaluator name

The name of the evaluator (e.g., “Charlie Welch”).

Form score

The score assigned by the quality evaluator for the given evaluation form (e.g., “88”).

Failed

Indicates whether the evaluation was failed or not. If the evaluation was failed, the displayed value is "Y". If the evaluation was not failed, no value will be displayed.