A quick‑reference guide to every report available across Staff, Supervisor, Evaluation, Scorecard, Teams, and Groups reporting. Use this to understand what each report shows and when to use it.
1. Staff Reports
1.1 Overall Staff Trend
Shows overall scores by agent over time (week, month, year).
1.2 Questions by Staff
Displays each agent’s score per question.
1.3 Answers by Staff
Breakdown of answers selected for each agent and how often they were scored.
1.4 Overall Trend by Individual
Performance trend for a single agent, including number of scores and overall score.
1.5 Section Trend by Individual
Shows section‑level performance trends for an individual.
1.6 Question Trend by Individual
Shows question‑level performance trends for an individual.
1.7 Section by Result
Section scores broken down by result.
1.8 Section by Event Type
Section scores broken down by event type.
1.9 Kudos by Staff
Number of kudos received by each staff member over time.
1.10 Causes by Staff
Breakdown of causes by question and staff member. Includes views:
Causes vs Total Results
Causes vs Total Causes
1.11 Result Acceptance by Agent
Shows how agents interact with their results (Viewed, Accepted, Request 1:1, Reviewed, No Action).
2. Supervisor Reports
2.1 Supervisor by Section
Overall score by supervisor and scorecard section.
2.2 Points of Failure by Supervisor
Shows Fail All and Fail Section counts vs number of staff and scores completed.
2.3 Supervisor by Question
Question‑level scores broken down by supervisor.
2.4 Result Acceptance by Supervisor
Shows supervisor engagement with results (Viewed, Accepted, Request 1:1, Reviewed, No Action).
3. Evaluation Reports
3.1 Scoring Patterns
Breakdown of evaluator scoring patterns, including scores above/below target.
3.2 Evaluations per Period
Number of evaluations completed per evaluator over time.
3.3 Evaluations per Scorecard
Number of evaluations completed per scorecard.
3.4 Evaluations per Scorecard by Staff
Evaluations completed per agent, broken down by scorecard.
3.5 Evaluations per Scorecard by Evaluator
Average scoring time per scorecard by evaluator.
3.6 Reviews by Evaluator
Results reviewed by evaluator over time.
3.7 Reviews by Supervisor
Results reviewed by supervisor over time.
4. Scorecard Reports
4.1 Overall Trend
Overall results and number of scores per scorecard over time.
4.2 Event Type Trend
Scores by event type over time.
4.3 Performance Against Target
Percentage of scores above/below target by event type.
4.4 Question Trend
Question‑level scores over time.
4.5 Section Trend
Section‑level scores over time.
4.6 Comments
Overview of answer and summary comments, including a word cloud.
4.7 Causes by Scorecard
Shows results with causes per scorecard.
4.8 Causes Trend
Cause trends over time.
4.9 Compliance by Question
Pass/fail percentages for compliance questions over time.
4.10 Data Tags by Event Type
Number of data tags broken down by event type.
4.11 Customer Reference by Data Tags
Data tags broken down by customer reference ID.
5. Teams Reports
5.1 Overall Team Trend
Team performance trend, including number of agents above/below target.
5.2 Points of Failure by Team
Breakdown of Fail All and Fail Section counts per team, including staff count and event count.
6. Groups Reports
6.1 Summary
Group‑level performance trend, including agents above/below target.
6.2 Card Type
Group performance by scorecard categories.
6.3 Points of Failure
Fail All and Fail Section counts per group, including staff and event counts.
6.4 Customer Reference
Group score broken down by customer reference code.
6.5 Compliance Overview
Pass/fail percentages for compliance questions by group.
6.6 Calibrations Trend
Calibration variation trend by group.
6.7 Result Acceptance by Group
Group‑level result acceptance (Viewed, Accepted, Request 1:1, Reviewed, No Action).