Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

HTML
<a id="Introduction"></a>

Introduction

The Call Scoring report provides a comprehensive analysis of previously-scored calls, enabling you to

quickly and easily asses

more efficiently assess the performance of your staff. TIM Plus gives you the option to create your own score cards

and

, so you can specifically rate any call according to

your evaluative

a set of custom evaluation criteria.

The scores can be based on any combination of questions

with

whose answers are of the following

answers

type:

  • Yes/No
  • A value range
  • Multiple choice

All questions are summarised in a clear, easy-to-understand format and are

shown

displayed separately, grouped into their respective categories.

Screenshotmacro
Borderfalse
URL/download/attachments/4817250/call_scoring_1.png

An example of a scoring card can be seen below:

Screenshotmacro
Borderfalse
URL/download/attachments/4817250/score_card.png

HTML
<a id="Running the report"></a>

Running the report

On the Reports screen, select the Call scoring report from the left-hand pane and click the Select this report button.

Screenshotmacro
Borderfalse
URL/download/attachments/4817250/call_scoring_2.png

A new window will appear, where you can set the parameters of your report.

Selecting the reporting period

For each report, you must specify a time span that covers the calls you want the report to include. This is known as the "reporting period".

Screenshotmacro
Borderfalse
URL/download/attachments/4817244/period_general.png

There are several preset reporting periods available for selection, based on the standard Gregorian calendar. The following table describes how the start and end times are defined for each preset period:

PeriodDescription
TodayThe start and end dates are set to the current date. The start time is set to 00:00:00 and the end time to 23:59:59.
YesterdayThe start and end dates are set to the current date minus one day. The start time is set to 00:00:00 and the end time to 23:59:59.
This weekThe start date is set to the first day of the current week (normally Monday). The end date is set to the current day. The start time is set to 00:00:00 and the end time to the current time.
Last weekThe start date is set to the date of the last Monday, and the end date is set to the start date plus seven days. The start time is set to 00:00:00 and the end time to 23:59:59.
This monthThe start date is set to the first day of the current month. The end date is set to the current day. The start time is set to 00:00:00 and the end time to the current time.
Last monthThe start date for this period is set in three stages: The day is set to the first day of the month. The month is set to the previous month. The year is set to the current year, unless it is currently January, in which case, the previous year is used. The start and end times are set to 00:00:00 and 23:59:59 respectively.
This yearThe start date is set to the first day of the first month of the current year, whilst the end date is set to today's date. The start and end times are set to 00:00:00 and 23:59:59 respectively.
All callsThe start and end dates and times are set to the dates and times of the first and last call in the entire call database, respectively.

In addition to the presets described above, it is possible to specify a custom reporting period by choosing Custom period from the

Referencemacro
LabelPeriod
 drop-down list and specifying your own  
Referencemacro
LabelStart date
Referencemacro
LabelStart time
Referencemacro
LabelEnd date
 and 
Referencemacro
LabelEnd time
of the period you want to report on.

Screenshotmacro
Borderfalse
URL/download/attachments/4817245/account_summary_3.png

Once you have set the reporting period, click on the Next button to set additional report parameters and options, or select the Finish button to run the report immediately.

Selecting the reporting entity

The Reporting entity parameter allows you to select the part of your organisation whose calls the report should include, e.g. a site, a group or an individual user.

Screenshotmacro
Borderfalse
URL/download/attachments/4817244/entity_general.png

Site

To report on a particular site, select it from the drop-down list or select All sites .

Reporting_filter
FilterSite
ValueAll sites

Group

If a site has been selected, you are able to further limit the report's results by selecting a group from the drop-down list.

Reporting_filter
FilterGroup
ValueAll groups

User

If both a site and group have been selected, you can further limit the report's results to include only calls

by

involving a particular user, by selecting

it

that user from the drop-down list.

Reporting_filter
FilterUser
ValueAll users

Tip

If your web account is restricted to a specific site or group, only those entities to which you have access will be available in the drop-down lists.

Once you have selected the scope of your report,

 click

 click on the Next button to set additional report parameters and options

. To

, or to run the report immediately

without doing so

,

click the 

click the Finish button.

Selecting the report filters

You can limit the results of your report by choosing one or more of the following filters:

Screenshotmacro
Borderfalse
URL/download/attachments/4817244/filter_general.png

 

Call type

This filter allows you to define the type of call you want to report on, in terms of where the call originated and where it was delivered, e.g. incoming, outgoing, internal, etc.  To report on all types of call, set this to All calls.

Reporting_filter
FilterCall type
ValueAll calls

CLI

Calling Line Identification (CLI) is the telephone number of the remote caller in an incoming call scenario.

You can report on calls that originate from a specific CLI or those whose CLI matches a particular pattern of digits. For example, to report on all incoming calls from Tri-Line, you could enter 02072652600.

Reporting_filter
FilterCLI
Value02072652600

Dialled number

To filter calls to a specific dialled number, type it in the text box provided. The dialled number is defined as the number that is dialled (in the case of an outbound call), or the DDI number that the remote party dialled to reach a particular extension or group (in the case of an inbound call).

To filter calls to a specific area, a partial number can be entered (e.g. 0033 for calls to France).

Reporting_filter
FilterDialled number
Value0033

You can use the ! symbol to explicitly exclude a dialled number from the report's results, and/or the 

Referencemacro
Label*
 symbol as a wildcard in digit pattern matching.  For example, to exclude calls to Tri-Line, but include all others, you could use !020726526*). To report on more than one dialled number, use a comma to separate each entry.

Duration

To filter calls above or below a particular duration, enter the desired duration in seconds.

Reporting_filter
FilterDuration
Value>1800

You can specify a duration range by using the 

Referencemacro
Label-
 symbol; to specify limits, use the comparison operators, ><, and 
Referencemacro
Label!
 .

In the above example, the report will return only calls longer than 1800 seconds (30 minutes).

Selecting the report options

This section

allows

enables you to further narrow down your report results, by excluding certain types of calls

or sorting the

. It also allows you to sort the report's results in a particular manner.

The filters are fairly self-explanatory. For example, if you would like to exclude weekend calls from the report, simply tick the option to exclude weekend calls. If you would like to ignore missed calls shorter than a specific duration, simply enter the duration in the box.

Screenshotmacro
Borderfalse
URL/download/attachments/4817250/call_scoring_options.png

Exclude weekends
If you would like to

To exclude weekend calls from

the search

your report's results,

simply select the tick-box to exclude weekend calls

select the 

Referencemacro
LabelExclude weekends
 option.

Reporting_option
OptionExclude weekends

Exclude transfers
Select this option if you would like to exclude transfers from the search results. For example if you want to see only how well calls were answered when first presented, you would choose to exclude transfers

To exclude transferred calls from your report's results, select the

Referencemacro
LabelExclude transfers
 option.

Reporting_option
OptionExclude transfers

Hide unused
This option gives you the option of excluding

To exclude unused extensions from

the results shown. To exclude unused extension, simply select select the tickbox, as shown below:

your report's results, select the

Referencemacro
LabelHide unused
 option.

Reporting_option
OptionHide unused

Selecting the report format

This section allows you to choose the media format of your completed report. The formats available are WebPDFExcelCSV and XML.

More details about each report format are available in the Setting the report format section above.

HTML
<a id="Creating the report"></a>

Creating the report

When you have

chosen

selected a reporting period

, and are happy with your selections, you have two options:
  • run the report now
  • schedule the report for future delivery

    and have chosen any filters and options, you can either run the report immediately by clicking on the Run now button, or schedule it for future delivery.

    Screenshotmacro
    Borderfalse
    URL/download/attachments/4817244/creating_the_report.png

    If you click on the Run now button, the report will run instantly in your chosen format.

    If you want to schedule the report to run at a later time, follow the instruction given in the Schedule a report section.

    HTML
    <a id="The report's results"></a>

    The report's results

    When selecting WEB as the output format, this report will appear as below. To view details of any filters or selection parameters used in creating this report, simply click on About this report on the top-right corner of the page. The WEB format allows for complete flexibility when viewing any report. All headers are clickable, allowing you to re-arrange the report layout in seconds, to sort the calls in ascending or decending order based on the header clicked.

    Below is an example of this report's output in Web format:

    Screenshotmacro
    Borderfalse
    URL/download/attachments/4817250/call_scoring_1.png

    The Web format is the most interactive of all formats: all column headers are click-sortable and most graphical and tabular elements can be drilled down into, allowing deeper analysis of your results. By clicking on the About this report link at the top-right corner of the page, you can review any filters and options that have been applied to the report.

    As with all reports

    , the header

    produced by TIM Plus, each page of the report includes the following information:

    • the report's title
    • the date and time
    of
    • that the report was generated
    • the name of the report, if applicable

     

    The results of the call scoring report will vary depending on the type of questions used to create your scorecards.score cards:

    Yes/No questions show their answers

    will be shown

    as two bars

    with a % allocated against the Yes/No

    , each indicating the proportion of total answers.

    Screenshotmacro
    Borderfalse
    URL/download/attachments/4817250/call_scoring_yes_no_answer.png

    Range

    answers will

    questions show the

    Minimum

    minimum and

    Maximum

    maximum scores, as well as the average score.

    Screenshotmacro
    Borderfalse
    URL/download/attachments/4817250/call_scoring_range_answer.png

    Multiple choice

    scores will show the % allocated to each answer

    questions show each possible answer as a percentage of the total number of answers.

    Screenshotmacro
    Borderfalse
    URL/download/attachments/4817250/call_scoring_multiple_choice_answer.png

    All scores will show the total number of scores the report is based on so you can put the answers into context.

    If you would like to go back and view this report for a larger section of the organisation, click on the appropriate link in the breadcrumb,

    To modify your report to cover a larger organisational scope, click on an element of the breadcrumb as shown below:

    -

    Screenshotmacro
    Borderfalse
    Shadowfalse
    URL/download/attachments/4817244/breadcrumb.png