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Administrator Knowledge Base

Administrator Portal and Setup

  • Quick Setup Guide
  • Setup Guides and Templates
  • Privileges summary
  • Horizon Contact AWS migration guide
  • Administrator Portal Overview
  • Full Setup Guide
    • Setup 1: Setting up agents
    • Setup 2: Preparing assets
    • Setup 3: Assigning user groups
    • Setup 4: Creating queues
    • Setup 5: Multiple groups
    • Setup 6: Queue Numbers
    • Setup 7: Adding audio files
    • Setup 8: Customising queue recordings
    • Setup 9: Customising agent recordings
    • Setup 10: Queue KPIs
    • Setup 11: Advanced setup
    • Setup 12: Queue Announcements
    • Setup 13: Callback setup
    • Setup 14: Customising time ranges
  • Administrator Information
    • What I can see on my screen after I log in
    • Change password
    • Change Language
    • Searching a list
    • Searching a dropdown list of items
  • Contact Recording Guides
    • How call recording works
    • Introduction to Agent and Queue Call Recording
    • Introduction to Webchat Recording
    • Call recording scenarios

Staff Management

  • Status data report
  • Users
    • Resetting user passwords
    • Modifying an existing user account
    • Viewing agent contact details
    • Setting the IVR PIN
    • Configuring recording for a user
    • Viewing agent capability
  • Groups
    • User groups
    • Creating and adding a user group
    • Editing or deleting a user group
    • Copying a user group
  • Roles
    • Roles, privileges and profiles
    • Best practice when creating different versions of a role
    • Managing roles
    • Assigning and Customising Roles and Privileges
  • Break Reasons
    • Managing break reasons
    • Break reasons overview
  • Holiday Lists
    • Create a holiday list
    • Manage Holiday Lists
  • Time Ranges
    • Managing time ranges
    • Creating and adding a time range
    • Defining rules for a relative time range
    • Defining rules for an absolute time range
    • Editing or deleting a time range
    • Copying a time range
  • External Destinations
    • Managing external destinations
    • External destinations
    • Recording External Destination Calls

Calls Management

  • Simultaneous ringing overview
  • Scheduling a call
  • Direct calls overview
  • Call data reports
  • Call Flows
    • Call routing flows
    • Modify user-configurable parameters for call flows
    • Call Flow Tutorial
    • Setting up an auto attendant for BC/DR Treatments
    • Call Flow Templates
      • Call Flow Tips and Tricks
      • Call Flow Templates
      • Call Flow Template 1
      • Call Flow Template 2
      • Call Flow Template 3
      • Call Flow Template 4
  • Service Numbers
    • Managing service numbers
    • Update a service numbers call flow or user-configurable parameters
    • Update an existing service number
  • Campaigns
    • Viewing campaign progress
    • Importing lists of campaign numbers
    • Create an outbound campaign
    • Managing outbound campaigns
    • Managing campaign numbers
    • How do campaigns work?
  • Queues
    • Call queue introduction
    • Create a call queue
    • Managing call queues
    • Assigning agent groups to a call queue
    • Configuring agent outbound dialling
    • Configuring wrapup settings
    • Adding queue audio
    • Managing in-queue audio
    • Defining when in-queue announcements are played
    • Configuring opt in/out options for caller recording
    • Customising agent call recording buttons
    • Configuring call recording for queues
    • Defining call-queue KPIs
    • Configuring advanced settings for a call queue
    • Configuring callbacks for a queue
    • Configuring callback slots for a queue
  • Playbooks
    • Managing play books
  • Audio Files
    • Managing audio files
    • System audio files
    • Adding audio announcements
    • Text-to-speech overview
    • Uploading Audio Files
    • Generate text-to-speech audio
  • Area Codes
    • Create an area-code group
    • Managing an area-code group
    • Importing and exporting area-code numbers
  • Number Lists
    • Managing number lists
    • Importing number lists
  • Global Variables
    • Managing global variables
  • Surveys
    • Managing after-call surveys
    • How after-call surveys are handled
    • Configuring survey parameters
  • Call Slots
    • Managing call slots
    • Callback slot announcements
    • What are call slots?
    • What are callbacks?

Flow Management

  • Introduction to Routing Flows and the Flow Editor
  • Benefits of Routing flows
  • Managing Routing Flows
    • Introduction to Node types
    • Node Parameter Values
    • Create and publish a new routing flow
    • Making nodes available from the Node Type library
    • Configuring nodes in a routing flow
    • Configuring variables in a routing flow
    • Adding user-configurable values
    • User-configurable parameter options
    • Additional flow editor functionality
    • Managing existing routing flows
    • Importing or Exporting a routing flow
    • Routing Flow Templates
  • Standard Node Types
    • Caller interaction node types
    • Branching node types
    • Queue node types
    • Email node types
    • Company configuration node types
    • HTTP node types
    • External destination node types
    • Call delivery and routing node types
    • Outdial node types
    • Webchat node types
    • Miscellaneous node types

Webchat Management

  • Webchat overview
  • How the web-client interface works
  • Managing Webchat services
  • Webchat data reports
  • Classifying a webchat
  • Webchat Queues
    • Configuring advanced settings for a chat queue
    • Creating and managing a webchat queue
    • Defining chat-queue KPIs
    • Defining when in-queue announcements are displayed
    • Webchat queues overview
    • Assigning agent assets to a webchat queue
  • Webchat Flows
    • Managing Webchat flows
    • Modify user-configurable parameters for Webchat flows
    • Webchat flow templates
      • Chat flow templates
      • Chat Flow Template 1
      • Chat Flow Template 2
      • Chat Flow Template 3
      • Chat Flow Template 4

Email Management

  • Email overview
  • Email data reports
  • Supporting a shared email address
  • Settings required for adhoc outbound email
  • Classifying an email
  • Email Servers
    • Email Server recommended settings
    • Email Server Setup Guide
    • Viewing the default system email server
    • Viewing the email servers’ status
    • How email servers and authentication work
    • Managing email servers
    • Email Server Setup Guide
      • Email 1: Setting up users for email
      • Email 2: Setting up groups for email
      • Email 3: Creating text blocks for email
      • Email 4: Preparing assets for email
      • Email 5: Creating email classifications
      • Email 6: Creating email queues
      • Email 8: Email server settings
      • Email 7: Email Flow Templates
  • Email Flows
    • Managing email flows
    • Modify user-configurable parameters for email flows
    • Email Flow Templates
      • Email Flow Template 1
      • Email Flow Template 2
      • Email Flow Template 3
  • Email Queues
    • Email queues overview
    • Creating and managing an email queue
    • Defining email-queue KPIs
    • Configuring advanced settings for an email queue
    • Assigning agent assets to an email queue

SMS Management

  • SMS overview
  • Configuring SMS Templates
  • Configuring SMS From Addresses
  • Create an SMS queue
  • Configuring automated SMS
  • Managing SMS queues
  • Outbound SMS data reports

Safe-Pay Management

  • The cardholder’s view
  • How Safe-Pay works
  • Merchant Configuration
  • Configure Payment Queues
  • PSP Configuration
  • PSP – Link Delivery
  • Editing or deleting a payment queue
  • Configuring Safe-Pay
  • PSP – Additional Parameters
  • PSP – Advanced Limits
  • PSP – Digital Wallets for Stripe PSP Configuration
  • Safe-Pay data reports

Agent Assets Management

  • Agent scripts overview
  • Configuring agent scripts
  • Configuring agent script sections
  • Configuring text blocks
  • Managing text blocks
  • Managing attachments

Data Management

  • Reports
    • Introduction to Reports
    • Data Reports
      • Create and Export a Data Report
      • Edit Data Reports
      • Auto-generate Data Reports
      • Data Reports – Data Source and Aggregation options
      • Data Report Types
        • Call Data Reports
          • Service Number Report
          • Queue Report
          • Agent Report
          • IVR Report
          • Call Classifications Report
          • Call Transfers Report
          • Queue Transfers Report
          • Voicemail Report
          • Callers Report
          • Call Flow Report
          • Calls Report
          • External Destination Report
          • Scheduled Calls Report
          • Unreturned Missed Calls Report
          • Dropped Calls Report
          • Generate a Queue Abandoned Calls Report
          • Generate a Queue Service Level Report
          • Call Trace Reports
        • Status Data Reports
          • Working Hours Report
          • Break Reasons Report
        • Diagnostic Reports
          • Activity Audit Report
          • Status Change Report
        • Email Data Reports
          • Email Agent Report
          • Email Queue Report
          • Email Flow Report
          • Email Classifications Report
          • Inbound Emails Report
          • Outbound Email Agent Report
          • Outbound Email Template Report
          • Outbound Email Recipient Report
        • Webchat Data Reports
          • Webchat Queue Report
          • Webchat Flow Report
          • Webchat Agent Report
        • Outbound SMS Data Reports
          • Recipient Report
          • Outbound SMS Agent Report
          • Outbound SMS Template Report
        • Safe-Pay Data Reports
          • Contact Safe-Pay Payments Report
          • Contact Safe-Pay Agent Report
    • Contact Reports
      • Create and Export Contact Reports
      • Edit Contact Reports
      • Auto-generate Contact Reports
      • Contact Report Types
        • Survey data
        • Agent scripts data
  • Wallboards
    • Managing wallboards
    • Customising a wallboard
    • Wallboards overview
    • Filtering the Agents Overview widget
    • Filtering wallboard widgets
    • Filtering the call queues for Company Summary widgets
  • Classifications
    • Managing classifications
    • Classifications Overview

Customer-related tasks

  • CRM overview
  • Creating a new contact record
  • View a customer’s contact record
  • Modifying a customer’s details
  • Bulk Deletion of CRM Records
  • Deleting webchat conversations from customer contact records
  • Importing customer details
  • Exporting customer details
  • Configuring custom fields and tags
  • Assigning tags to a customer record
  • Managing columns

CRM Integration

  • Contact CRM Integration Developer Guide
  • Salesforce Integration
    • Introduction to Salesforce integration
    • Salesforce Integration procedure
  • CareConnect 2.0 Integration
    • Introducing CareConnect 2.0
    • Download CareConnect 2.0
  • Zendesk Integration
    • Zendesk Integration procedure
    • Using Contact with Zendesk
  • CareConnect Integration
    • Contact CareConnect Integration procedure
    • Using CareConnect
  • ConConnect Integration
    • Introduction to ConConnect
    • ConConnect Integration procedure
    • Configuring ConConnect
  • Microsoft Dynamics Integration
    • Introduction to Microsoft Dynamics Integration
    • Microsoft Dynamics integration procedure

System Management

  • Displaying the online help
  • Run Contact via Microsoft Edge
  • SFTP Destinations
    • Configuring an SFTP destination
  • Reporting destinations
    • Add Reporting Destinations
    • Managing Reporting Destinations
  • Themes
    • Managing system themes
  • Media Files
    • Managing media files
  • Agent Configuration
    • Configuring agents’ unavailability
    • Configuring what agents can view on their web portal
  • Email Editor Options
    • Configuring email editor options
  • Assets Configuration
    • Configuring system assets
  • Channel Configuration
    • Channel blending
    • Configuring system channels
    • Changing the blending formula of channels
    • Changing the importance weighting of a channel queue
    • Changing Agent Capacities
  • Organisation Configuration
    • Configuring ODS codes for automated NHSE reporting

Troubleshooting

  • How to prevent Contact users from going unavailable when the browser tab sleeps
  • Capturing intermittent faults using Bug Tracking
  • WebRTC Diagnostics Overview
  • Understanding WebRTC diagnostic tests
  • Home
  • Docs
  • System Management
  • Reporting destinations
  • Add Reporting Destinations
View Categories

Add Reporting Destinations

Administrators can define destinations (“endpoints”) to which key events can be exported. These reporting destinations are remote host servers that are external to the Contact system.

Multiple offline reporting destinations can be defined, meaning that different companies can send data to different destinations and/or a single company can send data to more than one location. The platform owner can then use the BI tool of their choice either to enable customers to access their event data or to create reports themselves as a service and distribute these to customers.

Administrators must have the Offline Reporting Destinations: Modify privilege to manage offline reporting destinations.

Add a new destination #

Note: Be aware that the data transmitted to the URL of the host to receive events may contain General Data Protection Regulation (GDPR) sensitive information. As the reporting destination provider, you are responsible for taking any necessary precautions.
  1. Navigate to System > Offline Reporting
  2. (Mandatory) Enter the Name of the reporting destination
  3. Enter an optional brief Description for the reporting destination
  4. (Mandatory) For URL of host to receive events, enter the URL address on the remote host server to which the events are exported
    • The URL address must be in the format: https://hostname. For example: https://localhost:3612/example.
  5. To allow a non-secure URL address (HTTP rather than HTTPS) to receive event transmissions, tick the Allow non-secure URL checkbox (not recommended)
  6. For Channel Support Levels, select the event type(s) that may be sent to the offline reporting destination and the API version for each data stream
    • A “channel” is an individual index within an offline reporting destination for a specific company. The following channel event types can be selected:
      • Agent calls
      • Agent chats
      • Agent emails
      • Agent SMS
      • Agent status
      • Contact calls
      • Contact chats
      • Contact emails
      • Contact SMS
      • Missed calls
      • Queue calls
      • Queue chats
      • Queue emails
    • The version of a channel indicates which fields are supported for an event. Only these fields are sent to the reporting destination. To view a list of the fields associated with that channel and the version at which they were introduced, click the question (?) icon
  7. Select the resellers that may use the offline reporting destination
  8. Click Save Changes

The Offline Reporting Destination will be added.

Note: Not every event will include all of the fields shown in the help list; they may not be present in the original event as stored in the reports database. Multiple channel event types can be selected for a company. The selected version does not have to be the same for each channel.

Pause Event Transmission #

You might want to pause event transmission, for example, while upgrades are performed on the remote host server. It may take a minute for this control to take effect.

  1. Select the appropriate reporting destination in the list
  2. Tick the Pause event transmission checkbox

Offline Reporting Types #

Enum Name

Value

Description

CallData

callData

Call data reports (e.g. calls per agent, queue, service number)

StatusData

statusData

Status data reports (e.g. time spent in each status)

Diagnostics

diagnostics

Diagnostic reports (e.g. all call events for a day)

EmailData

emailData

Email data reports (e.g. emails per agent/queue)

WebchatData

webchatData

Webchat data reports (e.g. webchats per agent/queue)

SMSData

smsData

SMS data reports (e.g. SMS per agent)

PayByLinkData

payByLinkData

Pay by Link reports (e.g. links per agent)

ServiceTypeData

serviceTypeData

Service type data associated with each user/account

Offline Reporting Subtypes #

Call Data Subtypes

Enum Name

Value

Description

ServiceNumber

serviceNumber

Call data by service number

Queue

queue

Call data by queue

Agent

agent

Call data by agent

VirtualAgent

virtualAgent

Call data by virtual agent

Ivr

ivr

Call data by IVR menu

Classification

classification

Call classification data

CallTransfer

callTransfer

Call transfer–focused data

QueueTransfer

queueTransfer

Queue transfer–focused data

Callers

callers

Call data by caller

CallFlows

callFlows

Call flow data

Voicemail

voicemail

Voicemail-related call data

Calls

calls

Per-call records

QueueKpi

queueKpi

Queue KPI statistics

ScheduleCalls

scheduleCalls

Scheduled call records

UnreturnedMissedCalls

unreturnedMissedCalls

Unreturned missed calls

CallTrace

callTrace

Call trace report

DroppedCalls

droppedCall

Dropped calls

Email Data Subtypes

Subtype

Value

Description

EmailQueue

emailQueue

Email data by queue

EmailAgent

emailAgent

Email data by agent

EmailFlows

emailFlows

Email flow node transit data

EmailClassification

emailClassification

Email classification data

InboundEmail

inboundEmail

Inbound email data

OutboundEmailAgent

outboundEmailAgent

Outbound emails by agent

OutboundEmailRecipient

outboundEmailRecipient

Outbound emails by recipient

OutboundEmailTemplate

outboundEmailTemplate

Outbound emails by template

Webchat Data Subtypes

Subtype

Value

Description

WebchatAgent

webchatAgent

Webchat data by agent

WebchatQueue

webchatQueue

Webchat data by queue

WebchatFlows

webchatFlows

Webchat flow node transit data

Status Data Subtypes

Subtype

Value

Description

WorkingHours

workingHours

Time spent working

BreakReasons

breakReasons

Time spent on different break types

Diagnostics Subtypes

Subtype

Value

Description

CallEvent

callEvent

Breakdown of call events

StatusChange

statusChange

Breakdown of status changes

ActivityAudit

activityAudit

User activity audit

SMS Data Subtypes

Subtype

Value

Description

SMSAgent

smsAgent

SMS data by agent

SMSTemplate

smsTemplate

SMS data by template

OutboundSMSRecipient

outboundSMSRecipient

SMS data by recipient

Pay by Link Data Subtypes

Subtype

Value

Description

SMSAgent

smsAgent

SMS data by agent

SMSTemplate

smsTemplate

SMS data by template

OutboundSMSRecipient

outboundSMSRecipient

SMS data by recipient

Service Type Subtypes

Subtype

Value

Description

UserCount

userCount

User count by service type

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Managing Reporting DestinationsManaging Reporting Destinations
Table of Contents
  • Add a new destination
  • Pause Event Transmission
  • Offline Reporting Types
    • Offline Reporting Subtypes

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