Transcript
Page 1: Introduction to Interaction Reporting.  ©2012 Interactive Intelligence Group Inc. After watching the video go to the ININ University website

Introduction to Interaction Reporting

Page 2: Introduction to Interaction Reporting.  ©2012 Interactive Intelligence Group Inc. After watching the video go to the ININ University website

www.inin.com

©2012 Interactive Intelligence Group Inc.

After watching the video go to the ININ University website and complete self-paced exercises/labs

Use your log-in and password provided to you when you registered for the course.

ININ University - Labs

Page 3: Introduction to Interaction Reporting.  ©2012 Interactive Intelligence Group Inc. After watching the video go to the ININ University website

www.inin.com

©2012 Interactive Intelligence Group Inc.

• Topics: o Interaction Center Business Managero Interaction Reporter ReportsoHistorical Reportso Interaction Report AssistantoOpen Interaction Report Assistant QueryoTop Contact Center ReportsoUtilizing Help

Interaction Reporting

Page 4: Introduction to Interaction Reporting.  ©2012 Interactive Intelligence Group Inc. After watching the video go to the ININ University website

www.inin.com

©2012 Interactive Intelligence Group Inc.

Overview

Page 5: Introduction to Interaction Reporting.  ©2012 Interactive Intelligence Group Inc. After watching the video go to the ININ University website

www.inin.com

©2012 Interactive Intelligence Group Inc.

Add a New View to the Workspace

Page 6: Introduction to Interaction Reporting.  ©2012 Interactive Intelligence Group Inc. After watching the video go to the ININ University website

www.inin.com

©2012 Interactive Intelligence Group Inc.

Interaction Reporter Reports

Interaction Reporter is an IC Business Manager application that allows you to run pre-defined reports, simply using filters to configure report parameters.

Page 7: Introduction to Interaction Reporting.  ©2012 Interactive Intelligence Group Inc. After watching the video go to the ININ University website

www.inin.com

©2012 Interactive Intelligence Group Inc.

1. Double-click a report

2. Add parameters

3. Configure Parameters

4. Show Count

5. Run Report

Run a Report

Page 8: Introduction to Interaction Reporting.  ©2012 Interactive Intelligence Group Inc. After watching the video go to the ININ University website

www.inin.com

©2012 Interactive Intelligence Group Inc.

Report filters can be saved under each report in the Navigation Pane.

Running a report from a saved filter

Page 9: Introduction to Interaction Reporting.  ©2012 Interactive Intelligence Group Inc. After watching the video go to the ININ University website

www.inin.com

©2012 Interactive Intelligence Group Inc.

Report Viewer toolbar

TOC Print

CopyFind

Single Page View

Multiple Page View

Continuous Scroll

Zoom In/Out Next/Previous Page

Backward/Forward

Annotations

Refresh

Page 10: Introduction to Interaction Reporting.  ©2012 Interactive Intelligence Group Inc. After watching the video go to the ININ University website

www.inin.com

©2012 Interactive Intelligence Group Inc.

Formatted data can be exported to the following formats:• Excel• HTML• PDF• RTF• Text

Unformatted data can be exported to:• CSV format

Exporting Report Data

Page 11: Introduction to Interaction Reporting.  ©2012 Interactive Intelligence Group Inc. After watching the video go to the ININ University website

www.inin.com

©2012 Interactive Intelligence Group Inc.

Historical Reports

Page 12: Introduction to Interaction Reporting.  ©2012 Interactive Intelligence Group Inc. After watching the video go to the ININ University website

www.inin.com

©2012 Interactive Intelligence Group Inc.

• Choose New View• Choose Historical Reports• Select a Report• Run Report• Enter Report Parameters

Run a Historical Report

Page 13: Introduction to Interaction Reporting.  ©2012 Interactive Intelligence Group Inc. After watching the video go to the ININ University website

www.inin.com

©2012 Interactive Intelligence Group Inc.

Interaction Report Assistant

1. Choose New View2. Choose New Interaction

Report Assistant3. Select pre-defined

package4. Select layout5. Determine fields to

display6. Select users or

workgroups7. Set up filters8. Verify Report

preferences9. Run Report

Page 14: Introduction to Interaction Reporting.  ©2012 Interactive Intelligence Group Inc. After watching the video go to the ININ University website

www.inin.com

©2012 Interactive Intelligence Group Inc.

Interaction Report Assistant

Page 15: Introduction to Interaction Reporting.  ©2012 Interactive Intelligence Group Inc. After watching the video go to the ININ University website

www.inin.com

©2012 Interactive Intelligence Group Inc.

Interaction Report Assistant Query

Page 16: Introduction to Interaction Reporting.  ©2012 Interactive Intelligence Group Inc. After watching the video go to the ININ University website

www.inin.com

©2012 Interactive Intelligence Group Inc.

Interaction Report Assistant Query

Page 17: Introduction to Interaction Reporting.  ©2012 Interactive Intelligence Group Inc. After watching the video go to the ININ University website

www.inin.com

©2012 Interactive Intelligence Group Inc.

Interaction Report Assistant Query

Page 18: Introduction to Interaction Reporting.  ©2012 Interactive Intelligence Group Inc. After watching the video go to the ININ University website

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©2012 Interactive Intelligence Group Inc.

Service Level and Abandonment Reports• Queue Period Statistic Response (Accumulative Percentage)• Queue Period Statistic Abandon (Accumulative Percentage)• Distribution Queue Performance (Queue by Date)

Billing Reports• Distribution Queue Performance (Queue by Date by Interaction Type)

Agent Reports• (Supervisor) Agent Availability Detail/Summary• Agent Performance Detail for Queue• (Supervisor) User Call Detail

Wrap Up Code Reports• Wrap-up Code Interaction Detail by Date

Page 19: Introduction to Interaction Reporting.  ©2012 Interactive Intelligence Group Inc. After watching the video go to the ININ University website

www.inin.com

©2012 Interactive Intelligence Group Inc.

Service Level and Abandonment Reports• Queue Period Statistic Response (Accumulative Percentage)• Queue Period Statistic Abandon (Accumulative Percentage)

Page 20: Introduction to Interaction Reporting.  ©2012 Interactive Intelligence Group Inc. After watching the video go to the ININ University website

www.inin.com

©2012 Interactive Intelligence Group Inc.

Service Level and Abandonment Reports• Distribution Queue Performance (Queue by Date)

Page 21: Introduction to Interaction Reporting.  ©2012 Interactive Intelligence Group Inc. After watching the video go to the ININ University website

www.inin.com

©2012 Interactive Intelligence Group Inc.

Agent Reports• (Supervisor) Agent Availability Detail/Summary

Page 22: Introduction to Interaction Reporting.  ©2012 Interactive Intelligence Group Inc. After watching the video go to the ININ University website

www.inin.com

©2012 Interactive Intelligence Group Inc.

Agent Reports• Agent Performance Detail for Queue• (Supervisor) User Call Detail

Page 23: Introduction to Interaction Reporting.  ©2012 Interactive Intelligence Group Inc. After watching the video go to the ININ University website

www.inin.com

©2012 Interactive Intelligence Group Inc.

Agent Reports• (Supervisor) User Call Detail

Page 24: Introduction to Interaction Reporting.  ©2012 Interactive Intelligence Group Inc. After watching the video go to the ININ University website

www.inin.com

©2012 Interactive Intelligence Group Inc.

Wrap Up Code Reports• Wrap-up Code Interaction Detail by Date

Page 25: Introduction to Interaction Reporting.  ©2012 Interactive Intelligence Group Inc. After watching the video go to the ININ University website

www.inin.com

©2012 Interactive Intelligence Group Inc.

Utilizing Help files

Only one ways to access Help :Click on Help in the toolbar in the right hand corner of the client.

In the Menu Bar, click Help, then either Show Help, About Home, Etc.

Page 26: Introduction to Interaction Reporting.  ©2012 Interactive Intelligence Group Inc. After watching the video go to the ININ University website

www.inin.com

©2012 Interactive Intelligence Group Inc.

Labs

You will now go through self paced exercises

https://university.inin.com/Content/VLC/Reporting_IntroLab/index.html

Page 27: Introduction to Interaction Reporting.  ©2012 Interactive Intelligence Group Inc. After watching the video go to the ININ University website

THIS CONCLUDES THE INTRODUCTION TO REPORTING

TRAINING. IF YOU HAVE ANY QUESTIONS PLEASE CONTACT US

USING THE ETRAINER EMAIL ADDRESS.


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