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Administrator Knowledge Base
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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
  • Data Management
  • Reports
  • Data Reports
  • Data Report Types
  • Call Data Reports
  • Agent Report
View Categories

Agent Report

The Agent Report focuses on calls to a specific agent showing information about the volume of calls they receive and how they are handled.

Report Customisation Options #

Customisation

Options

Data source

Filter by agent or groups.

You can also select Apply group filter to calls:

  • If this is ticked (enabled), only calls that were routed to the selected agent because they were a member of the selected group are included in the report.
  • If this is unticked (disabled), all calls to the selected agent(s) are included in the report.

Columns

Each of the statistics listed below can be added or removed from the report by managing the columns to include.

Aggregations

The following aggregations can be used to cluster data together:

  • By Agent
  • By Month, By Week, By Day, By Hour, By Half Hour, By Quarter Hour

Advanced

The following advanced settings can be applied:

  • Minimum call length (seconds): Only statistics for calls that lasted at least this number of seconds are included in the report

Filters

The following filters can be applied to the report:

  • Call type – All/Inbound/Outbound/Callback/Scheduled Call/Transfer Excluded/Transfer Only
  • Service numbers – Inbound and callback calls only
  • Queue

Example: Apply group filter to calls #

Here is an example of what might happen if Apply group filter to calls is enabled:

Agent 1 is taking calls from Queue 1 because they are in Group 1 (which is assigned to Queue 1), and Agent 1 is also taking calls from Queue 2 because they are in Group 2 (which is assigned to Queue 2). Group 1 is then selected in the filter:

  • If Apply group filter to calls is ticked (enabled), only calls to Agent 1 in Group 1 are shown
  • If Apply group filter to calls is unticked (disabled), all calls to Agent 1 in Queue 1 and Queue 2 are shown.
Note: To view only agents that belong to a selected group, deselect all agents, tick Apply group filter to calls, then select the specific group.

Report Output #

Statistic

Description

Dial attempts

The total number of call attempts to the agent. This includes calls that were assigned to the agent, but were not accepted by them, because the agent was busy, the caller hung up, the agent’s maximum ringing time was reached, etc. Simultaneous-ring calls, where another agent in the simultaneous-ring group(s) answered the call first, are not counted.

Connected calls

The total number of their calls that the agent answered (including calls where the caller hung up during whispering).

Unsuccessful calls

The total number of call attempts to the agent that were not answered by the agent. (Dial attempts – Connected calls). Simultaneous-ring calls, where another agent in the simultaneous-ring group(s) answered the call first, are not counted.

Busy calls

The number of call attempts to the agent that were not accepted because the agent was busy.

Contact hangups

The number of call attempts to the agent that were not accepted because the caller hung up.
Note: Only inbound calls to agents that are dropped by callers before being answered by an agent are counted.

Calls not answered in time

The number of call attempts to the agent that were not answered because the agent’s maximum ringing time was reached.

Calls failed other

The number of call attempts that could not be put through to the agent for other reasons, such as connectivity failure.

Availability

The total percentage of call attempts to the agent that were answered by the agent. Simultaneous-ring calls, where another agent in the simultaneous-ring group(s) answered the call first, are not counted.

Total call length

The total length (in minutes) of all calls handled by the agent, measured from the time when the agent was dialled (each call was assigned to the agent) to the time when they transferred or ended each call.

Average call length

The average call length (in seconds), measured from the time when the agent was dialled (the call was assigned to the agent) to the time when they transferred or ended each call.

Average user response time

The average time (in seconds) that calls took to connect to the agent, measured from the time when the agent was dialled (the call was assigned to the agent) to the time when they answered each call.

Total talk time

The total time (in minutes) that the agent spent talking to contacts.

Average talk time

The average time (in seconds) that the agent spent talking to contacts.

Maximum call length

The maximum call length (in minutes), measured from the time when the agent was dialled (the call was assigned to the agent) to the time when they transferred or ended the call.

Total wrapup time

The sum of all wrapup times (in minutes) for this agent

Average wrapup time

The average time (in seconds) that the agent took to wrap up calls.

Total waiting for classification time

The total time (in minutes) that the agent has spent on exceeding the wrapup time by not entering a (mandatory) classification for calls within the required time.

Average waiting for classification time

The average time (in seconds) that the agent has spent on exceeding the wrapup time by not entering a (mandatory) classification for calls within the required time.

How did you find this training?
Queue ReportIVR Report
Table of Contents
  • Report Customisation Options
    • Example: Apply group filter to calls
  • Report Output

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