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Automated Reports

Providing actionable insights enabling efficient monitoring and informed decision-making.

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Written by Abby Webster

Available Automated Reports

1. High-Risk Calls Report

Identifies calls that exhibit high-risk characteristics based on predefined criteria. This helps teams focus on conversations that require immediate attention or intervention.

2. Appeals and Reviews Report

Summarises outcomes of call appeals and quality reviews. Useful for tracking the effectiveness of review processes and ensuring transparency in call scoring.

3. Manual Review Report

Highlights calls that have been flagged for manual review, providing insight into the volume and reasons for exceptions.

4. Overall QA, Compliance, Conduct, and Communication Report

Provides aggregated insights across quality assurance (QA), compliance adherence, agent conduct, and communication quality, offering a holistic view of contact centre performance.

5. Team Report: Overall QA, Compliance, Conduct, and Communication

Delivers team-level performance metrics aligned with QA, compliance, conduct, and communication benchmarks, enabling managers to identify coaching needs and performance trends.

6. Compliance Failures Report

Focuses on compliance issues such as missing call recordings or incomplete customer identification points. This report supports regulatory compliance monitoring and remediation efforts.

7. Wrap Codes Report

Summarises wrap-up codes entered by agents post-call, offering visibility into call outcomes and operational trends.

8. First Call Resolution Summary Report

Measures first call resolution (FCR) performance, helping teams reduce repeat calls and improve customer satisfaction.

9. Individual Scorecard Breakdown Report

Provides a detailed breakdown of individual agent performance across quality scorecard components, enabling targeted coaching and recognition.

10. Risk Percentages Report

Shows the percentage of calls flagged with risk indicators, helping to assess overall operational risk exposure over time.


Delivery Frequency


All automated reports can be scheduled based on your business needs. We will generate the reports for you and deliver them directly to your chosen email address on a recurring schedule (e.g., weekly, monthly, or any other preferred cadence).

Who Should Use These Reports?

  • Quality Assurance Teams: To monitor scoring accuracy and identify coaching opportunities.

  • Compliance Officers: To ensure adherence to regulatory requirements.

  • Operations Managers: To review team performance and process efficiency.

  • Executives: To gain high-level visibility into operational risk and quality trends.


If you are interested in implementing any of these automated reports or customising them to your needs, please contact your Customer Success Manager.

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