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Calendar Audit Report

This report can show calendar items modified not only by supervisors, but also by agents. However, the items modified by agents cannot be filtered by the agent name or ID. Instead, all items modified by agents are listed as being modified by the SYSTEM user. An example would be an agent time-off preference. Since time-off preferences are calendar items that can be entered by agents through their Web GUI, this type of calendar item would show up in the Calendar Audit Report as having been modified by the SYSTEM user.

To create a Calendar Audit Report:

  1. On the Reports tab, select Audit Reports from the Views menu.
  2. Select Calendar Audit Report from the list in the Objects pane.
    The Reports Wizard's first screen, Header, appears.
  3. To print a header on the report, select Show Header and type your header text into the text box. Then (whether you entered a header or not) click Next.
  4. Complete the Date Range screen.
    1. Under Action Date Range, do one of the following:
      • Select Start and End dates for supervisor actions in the Calendar module.
      • Select the Any check box to select any date range for supervisor actions in the Calendar module. If checked, the Start and End date fields are disabled.
    2. Under Actions and Statuses, check boxes to indicate the actions and statuses that you wish to audit:
      • Insert
      • Edit
      • Delete
      • Preferred
      • Granted
      • Declined
      • Recalled
    3. Under Calendar Items Date Range, do one of the following:
      • Select Start and End dates for the agent calendar items you wish to audit.
      • Select the Any check box to select calendar items in any date range. If checked, the Start and End date fields are disabled.
    4. Under Options, select Show comments/memo to control whether comments or memo, if any, are shown on the report.
    5. Under Sort Options, select one of the following:
      • By Agent name
      • By Supervisor name
      • By Timestamp date
      • By Calendar Item date
  5. Click Next.
  6. On the Data screen, under Available Users, select the supervisors and other users/agents that you want to include in your report.
  7. Click Next.
  8. On the second Data screen, under Available Agents, select the agents to include in the report.
    You can expand business units to display their sites, teams, and agents. You can select agents from multiple sites.
  9. Click Next.
    On the Calendar Items screen, select the check boxes for items that you want to include in the report, and clear the check boxes for items that you want to omit. Available selections are:
    • Availabilities
    • Days Off
    • Shifts
    • Working Hours
    • Times Off
    • Exceptions
  10. Click Finish.
  11. The report appears in the Report Viewer. The report is initially sorted by business unit within the enterprise, by site name within each business unit, then team name (if any) within each site. Further sorting is based on Sort Options selected on the Date Range screen.

    Understanding the Calendar Audit Report

    Site [header] The selected business unit, site, site time zone, and the (first) selected team.
    User Name The name of the user (supervisor) or agent responsible for the action.
    Timestamp The date and time of the supervisor action.
    Action The description of the action. Examples: Insert, Edit, and Delete.
    Date The calendar item day.
    Agent The name of the agent affected by the action.
    Type The item type name. Example: Working Hours.
    Name The calendar item name.
    Status The status assigned by the user. Examples: Granted, Declined.
    Comments/Memo This column appears if Show Comments was selected on the Date Range screen.

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    This page was last modified on October 14, 2016, at 12:35.