Display and export report in list view
The list view of the report offers a detailed overview of all affected conversations upon creating the report in a table. This information allows unambiguously identifying the conversation and checking important details such as time, participants, and content. In addition, you can generate an export report as XLSX file to save the data for further analysis or archiving purposes. The data of the list view are structured differently and less detailed than the XLSX export.
The criteria and the execution of the report list depend on the settings of the created report.
- Click on the icon in the top right corner of the widget.
- Select the menu item Open Report to load the list of reports.
The list view and the XLSX files are structured in 4 main groups. Each group has a different data set upon issuing the data. The KPIs define the group that the data belongs to. This definition helps you to comprehend the structure and purpose of each group of data. That way, you can analyze and use the contained information efficiently.
Conversation details
This group contains information about the basic details of the communication as well as information about the participants. It includes data such as date, start time, duration, participants and UserID/UserLogin. You are provided with an overview of the structured data contained in the communication recordings and allows you to take a detailed look at the calls and their participants.
KPIs assigned to this group:
- Total Number, see Recording.
- Active Users, see Audit logs.
- User Check, see Audit logs.
- System Check, see Audit logs.
- Exported, see Audit logs.
- Imported, see Audit logs.
- Number Of Calls With Keyword, see Analytics reports.
- Number Of Calls With Category, see Analytics reports.
- AI Categorization, see Analytics reports.
- Policy Hits, see Analytics reports.
- Agents On Call, see Wallboard.
- Agent Talk Time, see Wallboard.
Conversation details with errors and losses
This group contains the same content as the group Conversation Details; however it contains further information depending in the KPI. In the following, the additional information is listed in connection with the selected KPI.
KPIs assigned to this group:
- Not Exported, see Audit logs.
- Not Imported, see Audit logs.
- Policy compared, see Analytics reports.
- Category compared, see Analytics reports.
User and scenario details
This group provides information about the users and scenarios of the conversations. Among those are user IDs, user logins, scenario IDs and group memberships.
KPIs assigned to this group:
- Recorded Calls / Total, see Recording.
- Current Calls, see Audit logs.
- Calls With Problems, see Audit logs
- Live Inbound, see Wallboard.
- Live Total, see Wallboard.
Audit Log
This group provides you with information about audit logs and log details that are used to monitor events and activities related to the communication recordings, see Audit events to create an audit log.
KPIs assigned to this group:
- Audit log, see Audit logs.
Quality management
Overview for monitoring and evaluating communication processes. It enables calls to be analyzed on the basis of predefined criteria or scorecards, i.e. assigned policies. It serves to ensure the quality of interactions and compliance with standards.
KPIs assigned to this group:
- Agent compared, see Quality management.
Show single recording
- Click on a recording.to display the detailed view of the recording, see Recording details and metadata .
Search for recordings.
- Click on the field Search and enter a character.
- The column Header is searched.
- The search starts automatically.
Export report list
- Click on the button Export. Report
- Microsoft Teams Windows-App:
The report list is downloaded to the download directory of the client computer. - Microsoft Teams Web-App:
Click on the button Save As to download the report list to the selected download directory or to another directory of the client computer.
Close report list
- Click on the icon to close the report list.
Example widget settings
- KPI: Number Of Calls With Category
- View option: User
- Value: Number
- Time format: Last month
- Category selection: Doc01 user
- To sort the columns, click on the column headline.
- For an ascending or a descending sort sequence, the icons or are displayed next to the column headline respectively.