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Adherence Totals Report

To create an Adherence Totals Report:

  1. On the Reports tab, select Adherence Reports from the Views menu.
  2. Select Adherence Totals Report from the list in the Objects pane.
    The Reports Wizard's first screen, Header, appears.
  3. Optional: To generate a header on the report, select Show Header and type your header text into the text box.
    Optional: To export the report to a file in the comma-separated values format, select the check box Create report with .csv friendly format (and then, after the report is created, select Actions > Save As and select Comma Separated as the report format). Do not use Workforce Management (WFM) to print reports that you created in ".csv friendly format," because the result may be truncated. To print such a file correctly, open it in a program that reads the .csv format, and then print it.
  4. Click Next.
  5. On the Date Range screen, select a Granularity and a corresponding Start Date and End Date. (Your Granularity selection may restrict your Date selections.) Then click Next.
    In the Target section, select Agent, Team, or Site from the drop-down list.
    Optional: you can select the Exclude Days Without Shifts check box. Then click Next.
  6. On the Data screen, select the targets (agents, teams, or sites) that you want to include in the report.
    You can expand business units to display their sites. If you selected Team or Agent on the Target screen, you can further expand the tree's branches. You can select across multiple sites.
  7. Click Finish.
    The report appears in the Report Viewer.

Understanding the Adherence Totals Report

The report takes one of three forms depending on the target selected. The Site, Team, and Agent reports are detailed separately below.

The Site Adherence Totals Report

Business Unit [header] The name of the business unit, if applicable, and its time zone.
Date Period [header] The time range covered by the report.
Site The name of each site included in the report.
% of Adherence The percentage of time that the agents in each site spent in a compliant state for each day included in the report.
% of Adherence per Day The average of the compliant time for all sites for the specified day.
% Adherence per Week The average of the compliant time for all sites for the specified week.
% Adherence per X Weeks The average of the compliant time for all sites, for your specified period of up to six weeks.
% Adherence per Month The average of the compliant time for all sites for the specified month.
% of Adherence for the Business Unit The total average compliant time for all sites for the specified date range.

The Team Adherence Totals Report

Business Unit [header] The name of the business unit, if applicable, and its time zone.
Site [header] The name and time zone of the site.
Date Period [header] The time range covered by the report.
Team The name of each team included in the report.
% of Adherence The percentage of time that each team spent in a compliant state for each day included in the report.
% of Adherence per Day The average of the compliant time for all teams on the specified day.
% Adherence per Week

% Adherence per X Weeks
% Adherence per Month

The average of the compliant time for all teams for the specified week.

The average of the compliant time for all teams, for a specified period of up to six weeks.
The average of the compliant time for all teams, for the specified month.

% of Adherence for Site An average of all daily adherence totals for the date period.

The Agent Adherence Totals Report

Site [header] The name and time zone of the site.
Team [header] The team displayed in the report.
Date Period [header] The time range covered by the report. Each day is shown separately.
Agent The name of each agent included in the selected team.
% of Adherence The percentage of time that each agent spent in a compliant state for each day included in the report.
% of Adherence per Day The average of the compliant time for all agents on the specified day.
% Adherence per Week

% Adherence per X Weeks
% Adherence per Month

The average of the compliant time for all agents for the specified week.

The average of the compliant time for all agents, for a specified period of up to six weeks.
The average of the compliant time for all agents, for the specified month.

% of Adherence for Team An average of all daily adherence totals for the date period.

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This page was last modified on September 3, 2015, at 06:54.