45 results found
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Button to exclude 'Not applicable' during 'Scorecard overview' report
The current view shows N/A as part of the calculation. Would be great to have a button to exclude 'Not applicable' if needed so that the % of occurrence would show only the % from when the question was applicable.
2 votes -
excel naming convention
the evaluation export function creates excel spreadsheets with very long naming conventions. If you pull the same report a few says later, it has the same name. Excel cannot have 2 workbooks open with the same name. please can each unique download be given a unique file name
1 vote -
dashboard edits
the main dashboards need to be editable. e.g. there are certain statistics which we consider more important e.g. fail-alls.- for us this should be top and centre of the dashboard. "errors" are not important and could be removed
3 votes -
Allow data export of time spent per evaluation/review/dispute
to track QA productivity and efficiency we'd like to get data insights on how long it takes to complete a task. this insight can be used to track KPIs and optimisation.
2 votes -
Custom field topic/question filter selection
Please add an option in the custom field filter to be able to select the question/topic and show the report of this question/topic. Now we need to add one-by-one answers.
2 votes -
Removing Deactivated Agents and their Evaluations from Reports
We recently went through some attrition and had to deactivate some agents, we noticed that even though the agents are deactivated all of their evaluations are still affecting our overall QA and the only way to get rid of these is to delete them. Currently, the only way around this reporting-wise is to look into Insights, or more so manually via our analytics team.
Would love to see an option introduced where maybe we can archive these reviews when an agent is deactivated instead of deleting them, so we can toggle this information when needed.
1 vote -
Export reports of scorecards
It would be nice if we can export reports of scorecards (e.g. "Select report" --> "Coaching opportunities by question").
2 votes -
See if evaluation was read OR when evaluation was signed
An agent can choose not to sign an evaluation, but it would be good to know if at least the opened it once and read it.
If he decides to sign it, it we be good to see when the evaluation was signed (ex: 2 weeks after the evaluation was sent to him, or the next day?)
We can see in the activity log this info, but only if we manually go into each evaluation.
2 votes -
Automation of the export metrics
Automation of the export metrics by time. For example instead of manually exporting the QA metrics every x amount of time, there should be a feature were we could stablish a time parameter and the metrics would be dowloaded to an excel or google sheets automatically.
2 votes -
Feedback Options
Point Value scorecards have an option to add checkboxes for each score (unable to provide screenshot stating file is not supported - JPEG, PNG, GIF, HTML tried all)
These are a great way to tag behaviors based on the score and help analysts/supervisors see what behavior lead to that particular score. However, these checkboxes are not trackable in reporting and does not export easily to track these behaviors.2 votes -
Reporting filters for Review stats
Include further filters in the reporting of review stats (by analyst, team, etc.)
2 votes -
Track Deleted Audits
Ability to pull a report showing all the evaluations that have been deleted, who deleted, when deleted and even some details of the evaluation - agent name, date of eval, quality score etc?
3 votes -
Agent performance by question group, not just section
Currently, we can pull individual agent reports on the scorecard section, but not by question group. It would be great for us to export this easily instead of needing to export all evals individually and then work with the data to get the information we need.
2 votes -
Completion Thresholds for Workload Report
I love the new Reports section of Workloads, showing the completion percentages for my analysts. What I'd like to see there is an option to set completion percentage targets for assigned workloads; for example, those with 0-30% of their assigned evaluations are in red, those with 31-60% are in yellow, etc. It would allow for at-a-glance checks on how the analysts are doing and call attention to those who are behind.
4 votes -
Results for Fail Reasons in Scorecard within Reporting tab
To be able to see in the “Reporting” tab results from the fail reasons in the scorecard. Right now, we have to manually pull from “Evaluations” into Excel and make pivot tables from there.
3 votes -
More reporting based on custom fields - for example, trends over time, trends based on section it is attached to..
There is the ability to add custom field selections within the scorecard however the reporting only shows the occurrences - I would like this to show trends of the occurrences over time. Also, the custom fields created do not show as connected to the question it is attached to on the scorecard. For example, we have a process-related question with a department-specific customer field, but the custom feild doesn't relate to the question itself in advance reports.
2 votes -
Active Users for Signed Evaluations
Currently finding that when we run a report on all of our signed evaluations, it includes agents that have been removed from the platform that are no longer with the team. We are hoping for a way to pull a list of unsigned evaluations and have it only be current active users.
4 votes -
Pull reports on scorecard header filters not just custom filters
We can add header filters in scorecards which we can use to filter evaluations in the evaluations tab however it would be beneficial to be able to filter on these in reports much like we can custom filters within the scorecard.
5 votes -
Cumulative Report
Wants a cumulative report highlighting insight on specific agents to figure out which area they are failing in and or excelling in.
4 votes -
Reporting trends
Report dashboard that can be filtered by agent, by scorecard type, by team, etc. that will show the trend per section, trend by questions, etc. and at the same time include the evaluation comment for each occurrences. Rather than going back to the actual evaluation to review them individually.
18 votes
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