Agent Properties Report
To create an Agent Properties Report:
- On the Reports tab, select Policies Reports from the Views menu.
- Select Agent Properties Report from the list in the Objects pane.
- The Reports Wizard's first screen, Header, appears.
- To print a header on the report, select Show Header and type your header text into the text box.
- Click Next.
- On the Data screen, select the agents that you want to include in the report.
- You can expand business units to display their sites, teams, and agents. You can select any combination of agents or teams, from multiple sites.
- Click Finish.
- The report appears in the Report Viewer.
Understanding the Agent Properties Report
Site [header] | The report is organized by sites, by teams within each site, and site time zone. |
Agent | Name of each agent included in the report. |
ID | Agent’s identification number. |
Hire Date | Date that agent was hired. |
Termination Date | Date that agent was terminated. |
Rank | Agent's rank set in Agent Properties. |
Contract | The contract type assigned to agent. |
Rotating Pattern | The agent's rotating pattern, if one was assigned. |
Wage | The current wage set for the agent. |
Skills (Level) | The skills that have been assigned to agent. |
Activities | List of activities that the agent can work on. |
Comments | Any comments for agent that were entered during configuration. |
Time-Off Rule | Time-off rule assigned to agent. |
Time-Off Types | All time-off types associated with time-off rule. |
Last Carry-Over Date | Most recent date for carry-over of unused time-off hours. |
Hours Carried Over | Number of time-off hours carried over from the previous year to the current one. |
Stop Date | Date when the Time-Off Rule became inactive for agent. |
This page was last edited on June 27, 2017, at 18:42.
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