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Interval Reporting

Product Team
  • Updated

Interval_Reporting.png

Call Data Tab

This report will provide you with detailed information related to call data including charts providing the following comparisons:  "Call Volume Vs Original Forecast", "Call Volume Vs Revised Forecast", and "Handle Time".

  1. Log into Vision.
  2. Navigate to My Performance -> Interval Reporting.
  3. Select Generic or select the corresponding Client.
  4. Select the Call Data tab.
  5. Using the filter dropdown menus in the top-right corner select the following:
      • Client Name
      • LOB Name
      • Timezone
  6. In the first chart labelled "Call Volume Vs Original Forecast", you can refine your results by:
      • Selecting a specific Date.
      • Selecting a specific Time.

 

Staff Aux Time Tab

This report will provide you with detailed charts related to Staff Aux times and provide you with the following comparisons: "Staffing Vs No Shrink "Stretch", "Staffing Vs No Shrink Actual", "Staffing Vs Occupied Staff", and "Aux Time".

  1. Log into Vision.
  2. Navigate to My Performance -> Interval Reporting.
  3. Select Generic or select the corresponding Client.
  4. Select the Staff Aux Time tab.
  5. Using the filter dropdown menus in the top-right corner select the following:
      • Client Name
      • LOB Name
      • Timezone
  6. In the first chart labelled "Staffing Vs No Shrink "Stretch", you can refine your results by:
      • Selecting a specific Date.
      • Selecting a specific Time.

 

Interval Data Tab

This report will provide you with detailed information related to Interval Data including, but not limited to: "Actual AHT", "Call Forecast %", and "Productivity %".

  1. Log into Vision.
  2. Navigate to My Performance -> Interval Reporting.
  3. Select Generic or select the corresponding Client.
  4. Select the Interval Data tab.
  5. Using the filter dropdown menus in the top-right corner select the following:
      • Client Name
      • LOB Name
      • Timezone
  6. In the first table below, you can refine your results by:
      • Selecting a specific Time.

 

Split Lists Tab

  1. Log into Vision.
  2. Navigate to My Performance -> Interval Reporting.
  3. Select Generic or select the corresponding Client.
  4. Select the Split Lists tab.
  5. Using the filter dropdown menus in the top-right corner select the following:
      • Client Name
      • LOB Name
  6. You can select any data point under any column and choose any of the following:
      • Keep Only (keep the data in the report)
      • Exclude (remove the data from the report)
          • If you want to re-add data that you had excluded from the report, simply navigate to a different page within Vision (example: "CSAT Reporting") and then navigate back to Interval Reporting -> Splits List tab.
      • View Data
          • When you select View Data, a new window will appear and will provide you with a Download all rows as a text file link.

 

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