Filter Appraisal Report
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Last updated
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This feature allows you to filter your appraisal report. Used to make it easier for you to display reports according to the filter criteria you selected. Go to Analytic, select menu Live Agent, and click Appraisal Report on the top left of the page. After the appraisal report page appears, click the 'Filter' button on the upper right-side page, and you will see a pop-up to filter appraisal report.
Component Explanation:
Group
To display report according to the selected group.
Line of Business
To display report according to the selected LOB.
Channel Type
To display report according to the selected Channel Account.
Channel Account
To display report according to the selected Channel Account.
Team
To display report according to the selected rule on the rule management.
Agent
To display report according to the selected Agent.
Date Type
To set the report display will be based on the Created Date or Appraised Date. Note: This chosen field will impact to filter start date and end date field.
Start Date
To display the report starting from the selected date.
End Date
To display the report up to the selected date.
QA Agent
To display the report according to selected QAs agent.
Default Filter
Button to set the filter back to default.
Filter
Button to apply the filter that has been set.
The filter that appeared will be adjusted according to the group report setting on your user management. You can manage the group reports when creating or editing users on the page. If your group report is LOB and your user is listed in LOB A then filter for each component that you may select only those related to LOB A. For example, LOB A is in Group B, the channels that can be accessed by LOB A are live chat and email channels, so when you apply the filter, you can only see Group B on the Group filter component, LOB A on the LOB filter component, Live chat channel and Email Channel on the Channel Type filter component, etc.
