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Page 1 - P1012912 Issue 02 (05)

Reporting for Call Center Set Up and Operations Guide www.nortelnetworks.com© 2004 Nortel Networks P1012912 Issue 02 (05)

Page 2

Table of Figures Issue 02 (05) Reporting for Call Center Set Up and Operations Guide vFigure 166 Example Host File...

Page 3 - Table of Contents

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 90Figure 67 Real Time Call Detail Page Media Typ

Page 4

Using Reporting For Call Center 91 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Overflow Indicates the number of currently

Page 5

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 92Figure 68 Agent Detail Real Time Page ID Indic

Page 6

Using Reporting For Call Center 93 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide When an Agent makes an Outgoing Call they a

Page 7 - Table of Figures

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 94Duration This column displays a timer which re

Page 8

Using Reporting For Call Center 95 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 69 Agent Alarm Menu Page Selecting

Page 9

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 96Figure 70 Agent Alarms Setup Page When you ha

Page 10

Using Reporting For Call Center 97 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 71 Agent Alarms Values Page To save

Page 11 - Change History

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 98Nortel Networks Reporting for Call Center can

Page 12 - How to Use This Guide

Using Reporting For Call Center 99 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Note: On the ipView SoftBoards, the scrolli

Page 13 - How to Use this Guide3

Change History 1 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Change History Issue 01 (11) – March 2004 1. First Public R

Page 14 - Introduction

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 100If the first alarm is valid it is scrolled ag

Page 15 - Assigned Skillsets

Using Reporting For Call Center 101 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 72 Wallboard Menu Page Selecting t

Page 16 - PC Requirements

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 102Figure 73 Wallboard Assignment Page The Wall

Page 17 - Introduction 7

Using Reporting For Call Center 103 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 74 Add Wallboard Page Add Wallboard

Page 18 - Installation

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 104In other words, assigning a wallboard to be a

Page 19 - Introduction 9

Using Reporting For Call Center 105 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Wallboard Parameters Once you have assign

Page 20 - Installation prerequisites

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 106Figure 76 Edit wallboard Page The Edit Wallb

Page 21 - Introduction 11

Using Reporting For Call Center 107 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 77 Edit Parameters Page The Edit Pa

Page 22

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 108Delete Button Clicking on the Delete button w

Page 23

Using Reporting For Call Center 109 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Note that if you include a parameter abbre

Page 24

How to Use This Guide Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 2How to Use This Guide Introduction This document is desi

Page 25 - Introduction 15

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 110There are 6 Agents Not Ready please return to

Page 26 - Back button

Using Reporting For Call Center 111 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 81 Assigned Messages List - Example

Page 27 - Introduction 17

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 112Figure 82 Assigned Alarms Page The Assigned A

Page 28

Using Reporting For Call Center 113 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 83 Add Alarm Page When you assign a

Page 29

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 114but they are in fact all separate and distinc

Page 30

Using Reporting For Call Center 115 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide >= Greater than or equals to. This t

Page 31 - Introduction 21

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 116Figure 84 Example Settings for a Multi Alarm

Page 32

Using Reporting For Call Center 117 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide The first Alarm Period commences at 08:30

Page 33 - Administration

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 118Figure 85 Assigned Schedules Page The Assign

Page 34 - Changing Default Password

Using Reporting For Call Center 119 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 86 Add Schedule Page The Add Sched

Page 35 - Administration Menu

How to Use this Guide3Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Index A cross-reference of topics in this User Guide.

Page 36

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 120Our example User Mary Smith has created a sch

Page 37 - Administration 27

Using Reporting For Call Center 121 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide The Assigned Schedules page is shown above

Page 38

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 122Instant Messages Instant messages allow Users

Page 39 - Administration 29

Using Reporting For Call Center 123 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Our example User Mary Smith has used her D

Page 40

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 124To return to the Instant Messages page withou

Page 41 - System Admin Settings

Reports 125 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Reports Reports Introduction General Nortel Networks Reporting for

Page 42 - User Admin

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 126That is, any way a Call can arrive into a Skillset other than being a

Page 43 - Figure 23 User Admin Page

Reports 127 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide In-Progress Calls In-progress calls are not included in the repor

Page 44 - Figure 24 Add User Page

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 128Figure 92 Report Viewer Toolbar Note: The Preview Tab is a label inf

Page 45 - Administration 35

Reports 129 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 94 Export Report Window File Format Select the desired form

Page 46

Introduction Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 4Introduction Introduction Nortel Networks Reporting for Call Cente

Page 47 - Reset Password

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 130Note: If you do not specify a file extension of the appropriate type,

Page 48 - Skillset Assignment

Reports 131 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide This could be used to look for a specific Agent in a large Agent A

Page 49 - Administration 39

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 132Get latest Call Center Data Button This button causes Nortel Networks

Page 50

Reports 133 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 96 Answered Calls Report Skillsets Page Mary Smith has spec

Page 51 - Administration 41

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 134Figure 97 Answered Calls Report For each Skillset the total number o

Page 52

Reports 135 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 98 Abandoned Call Report Skillset Page This page allows yo

Page 53 - Figure 32 Logging Menu Page

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 136Our example User Mary Smith has used her Dev&Train Favourite to h

Page 54

Reports 137 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Abandoned Calling Line ID Report Clicking on the Abandoned Calling

Page 55 - Administration 45

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 138Drop down menus allow you to choose dates and time values. The Aband

Page 56 - Figure 35 Main Menu Page

Reports 139 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Agent Capacity Report Clicking on the Agent Capacity Report button

Page 57 - Logging In

Introduction 5Issue 02 (05) Reporting for Call Center Set Up and Operations Guide English, United Kingdom English, Canadian French, Latin American

Page 58

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 140Note that the report is agent based, not Skillset based. This means

Page 59

Reports 141 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 103 Agent Capacity Report Whenever there are Agents logged

Page 60 - Time Bins Setup

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 142Figure 104 Help Request Report page This page allows you to specify t

Page 61

Reports 143 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 105 Help Request Report This report lists each Supervisor

Page 62

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 144Agent ID Indicates the Call Center ID of the Agent who made the Help

Page 63 - Figure 41 Time Bins Page

Reports 145 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide on the From Date from which you wish to have data included in the

Page 64 - Print Schedules

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 146For each Skillset and for a report total, the number of calls and the

Page 65 - Daily Schedules

Reports 147 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 108 Agent Average Report Skillset Selection Page This page

Page 66

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 148The To Date specifies the last date you wish to have included in the

Page 67

Reports 149 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 109 Agent Average Report For each Agent the average duratio

Page 68

Introduction Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 6SQL Historical Database Historical Report information is stored in

Page 69

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 150Figure 110 Agent Profile Report Skillset page This page allows you to

Page 70

Reports 151 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide The To Date specifies the last date you wish to have included in t

Page 71

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 152Figure 111 Agent Profile Report For each Agent the following are disp

Page 72

Reports 153 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Answered Incoming Call Center Calls This is the number of Incoming

Page 73

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 154Figure 112 Agent Activity Report Skillsets page This page allows you

Page 74

Reports 155 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide on the From Date from which you wish to have data included in the

Page 75

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 156For each Agent within the report, the following statistics are displa

Page 76

Reports 157 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 114 Agent Audit Report Skillset Selection page This page al

Page 77

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 158• For a discussion on using Favourites, see page 61. Our example Us

Page 78

Reports 159 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 116 Agent Selection page with No Agents Available Clicking

Page 79

Introduction 7Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Memory64 MB minimum, 128 MB recommended Network Interface Card

Page 80

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 160Figure 117 Agent Audit Report Agent ID Indicates the Call Center Log

Page 81

Reports 161 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Activity Code Report by Skillset Clicking on the Activity Code Rep

Page 82

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 162Drop down menus allow you to choose dates and time values. The Activ

Page 83

Reports 163 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Control (CTRL) key, and click on individual Activity Codes to high

Page 84

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 164Figure 121 Activity Code Report by Skillset This report show by Skill

Page 85

Reports 165 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Activity Code Report by Agent Clicking on the Activity Code Report

Page 86

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 166Drop down menus allow you to choose dates and time values. The Activ

Page 87

Reports 167 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Control (CTRL) key, and click on individual Activity Codes to high

Page 88

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 168Figure 125 Agent Activity Code Report by Agent This report show by Ag

Page 89

Reports 169 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Activity Code Report by # of Pegs Clicking on the Activity Code Re

Page 90

Installation Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 8Installation Introduction This chapter describes the installation

Page 91

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 170Drop down menus allow you to choose dates and time values. The Activ

Page 92

Reports 171 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Control (CTRL) key, and click on individual Activity Codes to high

Page 93 - Real Time

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 172Figure 129 Agent Activity Code Report by Number of Pegs This report s

Page 94

Reports 173 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Summary Report Clicking on the Summary Report button presents you

Page 95 - Skillset

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 174To Date after which data will not be included in the report. Informa

Page 96

Reports 175 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Number of Presented Calls This is the total number of calls that w

Page 97

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 176Presented Calls (Direct and Indirect) The total number of calls prese

Page 98

Reports 177 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 132 Summary Report Graphs Presented Calls This graph provid

Page 99 - Call Detail

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 178Calls Handled In Another Skillset This graph provides a profile of th

Page 100

Reports 179 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide The From Date specifies the first date you wish to have included i

Page 101

Introduction 9Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Deleting Temporary Internet Files To prevent Internet Explorer

Page 102

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 180Figure 134 Call Profile Report Presented Call Center Indicates the nu

Page 103 - Logged Into SS

Reports 181 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Answered by Agents Indicates the number of calls that were Answere

Page 104 - Agent Alarms

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 182Figure 135 Call Profile Report Graph The graph indicates the number o

Page 105

Reports 183 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 136 Incoming Call Report Skillset Selection page This page

Page 106

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 184• For a discussion on using Favourites, see page 61. Our example Us

Page 107 - Wallboard Setup

Reports 185 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Indirect Indicates the number of Indirect Calls that have been ans

Page 108 - Scrolling Messages

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 186Left Skillset via Routing Table Indicates the number of calls that le

Page 109 - Alarm Messages

Reports 187 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 138 Incoming Call Report Graph Total Presented Indicates th

Page 110

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 188> SIndicates the total number of calls (both voice and Multimedia

Page 111 - Wallboard Assignment Page

Reports 189 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 139 Unanswered Help Request Report Selection page Clicking

Page 113 - Add Wallboard Page

Installation Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 10Figure 2 Delete Files Dialog Select the Delete all offline conten

Page 114

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 190Figure 140 Unanswered Help Request Report Agent ID Indicates the Agen

Page 115

Reports 191 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Agent Average Report by Agent Clicking on the Agent Average Report

Page 116 - Parameters Button

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 192To Date after which data will not be included in the report. Informa

Page 117

Reports 193 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide the start of the line for that Agent. Likewise, if the Call Trans

Page 118

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 194Figure 143 Agent Activity Report by Agent Skillset Selection Page Th

Page 119 - Figure 79 Add Message Page

Reports 195 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide • For a discussion of using Skillset Selection lists see page 60.

Page 120

Reports Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 196Logged In Time Indicates the total time that the Agent was logged in

Page 121

Reports Explained 197 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Reports Explained Answered Calls Report Figure 145 Answ

Page 122

Reports Explained Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 198Six time bins are specified, and a seventh is appended auto

Page 123 - Figure 83 Add Alarm Page

Reports Explained 199 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Abandoned Call Report Figure 146 Abandoned Call Report

Page 124

Introduction 11 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide available free of charge by Microsoft. Contact your network A

Page 125 - Alarm Periods

Reports Explained Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 200In this example, the time bins have been set in steps of 10

Page 126

Reports Explained 201 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Abandoned Calling Line ID Report Figure 147 Abandoned Ca

Page 127 - Schedules

Reports Explained Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 202and to make use of your services) or perhaps the report cou

Page 128

Reports Explained 203 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Agent Capacity Report Figure 148 Agent Capacity Report T

Page 129 - Figure 86 Add Schedule Page

Reports Explained Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 204This is not the same as summing all of the Skillset values.

Page 130

Reports Explained 205 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Help Request Report Figure 149 Help Request Report The C

Page 131 - Figure 88 Edit Schedule Page

Reports Explained Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 206particular caller, it might be decided that all Agents are

Page 132

Reports Explained 207 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Call Average Report Figure 150 Call Average Report This

Page 133

Reports Explained Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 208Agent Average Report Figure 151 Agent Average Report The Ag

Page 134

Reports Explained 209 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide If an Agent is taking far less time to deal with their I

Page 135 - Reports

Installation Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 12(If you are using the Windows 2000 operating system, double click

Page 136 - Calls and Call Transactions

Reports Explained Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 210Agent Profile Report Figure 152 Agent Profile Report This r

Page 137

Reports Explained 211 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide !Note if you request this report for (say) Skillset 1, y

Page 138

Reports Explained Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 212Agent Activity Report Figure 153 Agent Activity Report This

Page 139 - The available formats are:

Reports Explained 213 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Agent Audit Report Figure 154 Agent Audit Report This re

Page 140

Reports Explained Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 214Activity Code Report by Skillset Figure 155 Activity Code R

Page 141 - Using the Reports

Reports Explained 215 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Activity Codes can be used to represent Agent activity a

Page 142

Reports Explained Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 216Activity Code Report by Agent Figure 156 Agent Activity Cod

Page 143 - Reports 133

Reports Explained 217 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Activity Codes can be used to identify different types o

Page 144

Reports Explained Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 218Activity Code Report by # of Pegs Figure 157 Agent Activity

Page 145 - Reports 135

Reports Explained 219 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Activity Codes can be used to identify different types o

Page 146

Introduction 13 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide For a CallPilot Installation Exit any Windows programs that ar

Page 147 - Reports 137

Reports Explained Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 220Summary Report Figure 158 Summary Report The Summary report

Page 148

Reports Explained 221 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 159 Summary Report Graphs Page Each of the graphs

Page 149 - Reports 139

Reports Explained Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 222Call Profile Report Figure 160 Call Profile Report This re

Page 150

Reports Explained 223 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Generating a Call Profile report for several weeks prior

Page 151 - Reports 141

Reports Explained Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 224Incoming Call Report Figure 162 Incoming Call Report The In

Page 152

Reports Explained 225 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Unanswered Help Request Report Figure 163 Help Request U

Page 153

Reports Explained Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 226Agent Average Report by Agent Figure 164 Agent Average Rep

Page 154

Reports Explained 227 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Agent Activity Report by Skillset Figure 165 Agent Acti

Page 155 - Reports 145

Upgrading to Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 228Upgrading to Reporting for Call Center

Page 156

Upgrading to Reporting for Call Center 229 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Leaving the Nortel Networks Call Ce

Page 157 - Reports 147

Installation Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 14The dialog shown in Figure 4 This dialog allows you to select the

Page 158

Troubleshooting Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 230Troubleshooting Reporting for Call

Page 159 - Reports 149

Troubleshooting Reporting for Call Center 231 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Norton Anti-Virus is one anti-vi

Page 160

Troubleshooting Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 2322. Click Options. If a menu appear

Page 161 - Reports 151

Troubleshooting Reporting for Call Center 233 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 168 Norton Anti-Virus Opt

Page 162

Troubleshooting Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 234However, if the name change is beca

Page 163

Troubleshooting Reporting for Call Center 235 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Files\Nortel Networks\Reporting

Page 164

Troubleshooting Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 236Figure 170 ipView Help Window ipVie

Page 165 - Reports 155

Troubleshooting Reporting for Call Center 237 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Real Time Screens on Client PCs

Page 166

Glossary Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 238Glossary Abandoned Calls... Abandoned Calls are calls that rin

Page 167 - Reports 157

Glossary 239 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Calls Presented... The counts all of the calls that were

Page 168

Introduction 15 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 6: InstallShield Wizard Start Dialog The dialog shown

Page 169 - Reports 159

Glossary Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 240Multimedia Call ... A call generated and conducted through th

Page 170

Glossary 241 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide for Call Center, but they do not have the same scope for configur

Page 171 - Reports 161

References Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 242References 1 Software Keycode Installation Guide 11

Page 172

Index 243 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Index AAbandon Time Bins, 50, 238 Abandoned, 50, 53, 59, 69, 77, 87,

Page 173 - Reports 163

Index Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 244Follow-me, 93, 240 French, 5 GGerman, 5 Grade of Service, 91, 98, 100,

Page 174

Index 245 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Skillset selection, 52, 62, 95 Spanish, 5 Statistical Data, 6, 7 Sum

Page 175 - Reports 165

Installation Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 16Figure 7: License Agreement Dialog The dialog shown in Figure 7 i

Page 176

Introduction 17 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 8: Customer Information Dialog If you clicked the Yes b

Page 177 - Reports 167

Installation Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 18Figure 9: Choose Destination Location If you clicked the Next but

Page 178

Introduction 19 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 10: Setup Status Dialog If you clicked the Next button

Page 179 - Reports 169

Table of Contents Change History ...1 How to

Page 180

Installation Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 20Figure 12: Java Installation Dialog This informs you that the in

Page 181 - Reports 171

Introduction 21 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide To complete the installation without rebooting your PC at this

Page 182

Installation Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 22value from its default (80), by entering the number of the port y

Page 183 - Reports 173

Administration 23 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Administration Logging In Using Internet Explorer, browse to

Page 184 - Figure 131 Summary Report

Administration Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 24Figure 14 Log In page Note: A System Administrator is already

Page 185

Administration 25 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 15 Change Password Page Choose a new password. The

Page 186

Administration Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 26Figure 16 Administration Menu Page The options that are availab

Page 187

Administration 27 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 17 Call Center Connection Page Enter the IP Address

Page 188

Administration Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 28This password is set within the Call Center using CallPilot Man

Page 189 - Call Profile Report Table

Administration 29 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide !Note that if you add a new Network Interface Card or other

Page 190

Table of Contents Reporting for Call Center Set Up and Operations Guide Issue 02 (05) ii Logging...

Page 191

Administration Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 30Extracted from Received Data reaches 250. Rather, it means tha

Page 192

Administration 31 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 21 System Administration Menu Page The System Adminis

Page 193 - Reports 183

Administration Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 32Figure 22 System Administrator details page To change the name

Page 194

Administration 33 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide You do not have to enter all of your Call Center Agents into

Page 195

Administration Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 34Figure 24 Add User Page This page allows you to enter the detai

Page 196

Administration 35 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Administration and User Permissions The System Administrator

Page 197

Administration Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 36Figure 25 Details for new User Mary Smith When you have complet

Page 198

Administration 37 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 26 Edit User Page This is similar to the Add User pag

Page 199 - Reports 189

Administration Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 38When you click the Reset Password button you will be prompted

Page 200

Administration 39 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Each configured user is listed on this page. In our example

Page 201 - Reports 191

Table of Contents Issue 02 (05) Reporting for Call Center Set Up and Operations Guide iii Exporting A Report ...

Page 202

Administration Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 40Repeat this until you have assigned all the Skillsets you wish

Page 203

Administration 41 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide When you have assigned the Skillsets you wish this User to h

Page 204

Administration Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 42System Status Selecting the System Status option presents you w

Page 205 - Reports 195

Administration 43 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 32 Logging Menu Page The Logging Menu page contains a

Page 206

Administration Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 44Figure 33 Logging Menu Page, with the Logging Stopped When the

Page 207 - Reports Explained

Administration 45 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 34 Company Details Page This page allows you to enter

Page 208

Administration Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 46Figure 35 Main Menu Page This allows you to use the application

Page 209 - Abandoned Call Report

Using Reporting For Call Center 47 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Using Reporting for Call Center Logging In

Page 210

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 48You must provide a valid username and a passwo

Page 211 - Reports Explained 201

Using Reporting For Call Center 49 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide If you have successfully entered the new pa

Page 212

Table of Contents Reporting for Call Center Set Up and Operations Guide Issue 02 (05) iv Reports Explained ...

Page 213 - Agent Capacity Report

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 50Time Bins Setup This option allows you to spec

Page 214

Using Reporting For Call Center 51 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 39 Time Bins Setup (Configuration) M

Page 215 - Help Request Report

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 52Figure 40 Time Bin Setup Skillset Selection pa

Page 216

Using Reporting For Call Center 53 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 41 Time Bins Page This page allows

Page 217 - Call Average Report

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 54To save the settings you have made, click the

Page 218 - Agent Average Report

Using Reporting For Call Center 55 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 42 Print Schedules Page Daily Schedu

Page 219 - Reports Explained 209

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 56Figure 43 Your Daily Schedules Page To add a

Page 220 - Agent Profile Report

Using Reporting For Call Center 57 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 44 Add Daily Schedule Page The Add

Page 221 - Reports Explained 211

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 58To include the reports from a particular day i

Page 222 - Agent Activity Report

Using Reporting For Call Center 59 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 45 Add Daily Schedule Page - Example

Page 223 - Agent Audit Report

Table of Figures Reporting for Call Center Set Up and Operations Guide Issue 02 (05) ii Table of Figures Figure 1 Internet Properties Window ...

Page 224

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 60To save your Daily Schedule click on the Submi

Page 225 - Posted, etc

Using Reporting For Call Center 61 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Clicking once on an unselected Skillset nam

Page 226

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 62Figure 47 Save Favourites Page Enter a name i

Page 227 - Reports Explained 217

Using Reporting For Call Center 63 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide To leave the Daily Schedule – Skillsets pag

Page 228

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 64Note that each Schedule can be identified by t

Page 229 - Reports Explained 219

Using Reporting For Call Center 65 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide This page operates exactly like the Add Dai

Page 230 - Summary Report

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 66Figure 50 Your Weekly Schedules Page Clicking

Page 231 - Reports Explained 221

Using Reporting For Call Center 67 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 51 Add Weekly Schedule Page The Add

Page 232 - Call Profile Report

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 68The reports will be generated for a calendar w

Page 233 - Reports Explained 223

Using Reporting For Call Center 69 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 53 Add Weekly Schedule Page - Exampl

Page 234 - Incoming Call Report

Table of Figures Issue 02 (05) Reporting for Call Center Set Up and Operations Guide iii Figure 54 Weekly Schedules - Skillsets ...

Page 235 - Reports Explained 225

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 70Figure 54 Weekly Schedules - Skillsets The We

Page 236

Using Reporting For Call Center 71 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide When you have created a Weekly Schedule it

Page 237 - Reports Explained 227

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 72Figure 55 Your Weekly Schedule Page with a Sch

Page 238

Using Reporting For Call Center 73 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 56 Edit Weekly Schedule Page This p

Page 239

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 74You will be returned to the Your Weekly Schedu

Page 240

Using Reporting For Call Center 75 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 58 Add Monthly Schedule Page The Ad

Page 241 - Cannot Access the Login Page

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 76The reports will be generated for a calendar m

Page 242

Using Reporting For Call Center 77 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 59 Add Monthly Schedule Page with Ex

Page 243 - Changing Agent Names

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 78To leave the Add Monthly Schedule page without

Page 244

Using Reporting For Call Center 79 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Note: If you select the Agent Audit Report,

Page 245

Table of Figures Reporting for Call Center Set Up and Operations Guide Issue 02 (05) iv Figure 110 Agent Profile Report Skillset page...

Page 246

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 80Figure 61 Your Monthly Schedules Page with a S

Page 247

Using Reporting For Call Center 81 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 62 Edit Monthly Schedule Page This

Page 248 - Glossary

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 82You will be returned to the Your Monthly Sched

Page 249

Using Reporting For Call Center 83 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Real Time Using the Real Time Options Selec

Page 250

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 84Figure 64 Real Time Summary Skillset Selection

Page 251 - Glossary 241

Using Reporting For Call Center 85 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 65 Real Time Summary Real Time Scree

Page 252 - References

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 86Logged In Indicates the number of Agents who a

Page 253 - Index 243

Using Reporting For Call Center 87 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Waiting Indicates the number of calls that

Page 254

Using Reporting for Call Center Reporting for Call Center Set Up and Operations Guide Issue 02 (05) 88Skillset Mode Indicates whether the mode of op

Page 255 - Index 245

Using Reporting For Call Center 89 Issue 02 (05) Reporting for Call Center Set Up and Operations Guide Figure 66 Real Time Detail Skillset Selecti

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