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Resource Performance Report

This page describes how you (as a team leader, manager, or business user) can use the (CX Insights for iWD folder) > Resource Performance Report to understand how resources handle tasks over specific time periods. Gaining insights and the variability of performance for each process, department, and days the resource worked.

Understanding the Resource Performance Report

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This report summarizes a resource’s handling of tasks by process over a specified time interval. It provides the total number of tasks that the resource accepted, as well as the shortest, longest, and average amounts of time that it took the resource to handle them.

To get a better idea of what this report looks like, view sample output from the report:
SampleResourcePerformanceReport.pdf

The following tables explain the prompts you can select when you generate the report, and the metrics and attributes that are represented in the report:

Prompts in the Resource Performance Report

Prompt Description
Pre-set Date Filter Choose from the convenient list of predefined rolling time ranges, spanning one day or more, over which to run the report.
Start Time Choose the first day and time from which to gather report data.
End Time Choose the last day and time from which to gather report data.
Department Optionally, select a department on which to focus the report.
Process Optionally, select a business process on which to focus the report.
Resource ID Optionally, select a resource (usually an agent) on which to focus the report.
Tenant Optionally, select a tenant on which to focus the report.

Attributes in the Resource Performance Report

Attribute Description Data Mart Table.Column
Tenant Enables data within the reporting interval to be organized by tenant. TENANT.TENANT_NAME
Department Enables data to be organized by the name of the department for which iWD prioritizes and routes tasks. DEPARTMENT.DEPARTMENT_NAME
Process Enables data to be organized by the name of the business process, which is a core attribute of tasks and work items that define strategies for how to route them. PROCESS.PROCESS_NAME
Resource ID Enables data to be organized by the unique identifier of each resource (usually an agent). CAPTURE_POINT.CAPTURE_POINT_NAME
Day Enables data within the reporting interval to be organized by a particular day within a month and year. Day values are presented in YYYY-MM-DD format. DATE_TIME.LABEL_YYYY_MM_DD

Metrics in the Resource Performance Report

Metric Description Source or Calculation
Accepted For completed tasks, the total number of tasks that were assigned to this resource during the reporting interval. IWD_AGG_TASK_AGENT_[Y,Q,M,W,D,H,15].TASK_WORK_COUNT
Finished The total number of tasks that were completed during the reporting interval. IWD_AGG_TASK_AGENT_[Y,Q,M,W,D,H,15].CMPL_TASK_COUNT
Handle Time (Fmt) The total amount of time, in seconds, that this resource worked on tasks before finishing them. This duration is measured as the difference between the time when the resource is assigned to a task, and the time when the task is finished.

Note that the act of a resource finishing a task within the iWD system does not, in and of itself, mark the task Completed—one of three states that indicate task finalization. A task can have multiple work items. This metric considers active as well as completed tasks in its computation.

IWD_AGG_TASK_AGENT_[Y,Q,M,W,D,H,15].WORK_TIME
Avg Handle Time (Fmt) The average amount of time that this resource (for example, an agent) worked on tasks before finishing them. Note that the act of a resource finishing a task within the iWD system does not, in and of itself, mark the task Completed—one of three states that indicate task finalization. This metric considers active as well as completed tasks in its computation. Calculated based on the value of the Handle Time and Accepted metrics, where:
  • Handle Time is: IWD_AGG_TASK_AGENT_[Y,Q,M,W,D,H,15].WORK_TIME
  • Accepted is: IWD_AGG_TASK_AGENT_[Y,Q,M,W,D,H,15].TASK_WORK_COUNT
Min Handle Time (Fmt) The shortest amount of time that this resource worked a task before finishing it. Finishing a task within the iWD system does not necessarily imply that the task was Completed—one of three states that indicate task finalization. This metric considers active as well as completed tasks in its computation. IWD_AGG_TASK_AGENT_[Y,Q,M,W,D,H,15].MIN_WORK_TIME
Max Handle Time (Fmt) The longest amount of time that this resource worked on a task before finishing it. Finishing a task within the iWD system does not necessarily imply that the task was Completed—one of three states that indicate task finalization. This measure considers active as well as completed tasks in its computation. IWD_AGG_TASK_AGENT_[Y,Q,M,W,D,H,15].MAX_WORK_TIME
This page was last modified on April 15, 2019, at 11:16.

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