PEC-REP/HIW - Revision history

WikiSysop at 13:48, August 18, 2022

2022-08-18T13:48:44Z

Jose.druker@genesys.com: Published

2021-03-01T14:58:22Z

Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

2020-07-25T02:33:33Z

Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"

2020-07-15T11:46:37Z

Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Bgrenon: Published

2020-06-08T16:39:53Z

Published

New page

{{HIW
|product=
|Standalone=
|DisplayName=How reporting works
|Application=Pulse Reporting, Reporting, Reporting Administration GCXI, Reporting GCXI
|Role=Administrator, Agent, Supervisor
|TocName=How reporting works
|Platform=PureEngage
|ComingSoon=No
|Context=Discover what kinds of reports are available, and how to access them.
|featurename=Reporting
|ShortDescription=Reporting lets you see what's going on in your contact center, by providing a suite of tools that gather, aggregate, and format data to help you see what's currently happening in your contact center, and what has changed over time, so you are better able to make informed, timely business decisions.
|overviewtext=Reporting lets you see what's going on in your contact center, by providing a suite of tools that gather, aggregate, and format data to help you see what's currently happening in your contact center, and what has changed over time, so you are better able to make informed, timely business decisions.
|featureoverview=Genesys provides reporting information through several different interfaces, tailored for specific users in your organization:

===Agents===
Agents can view information about their own performance, about their team's work (completed / waiting in queue), and so on. This type of monitoring is provided in near-real-time in Agent Desktop (see {{Link-AnywhereElse|product=PEC-AD|version=Current|manual=Agent|topic=ADNav|anchor=PerformanceTracker}}).

===Supervisors===
Contact Center supervisors can view information about their team, about individual agents, or about the overall state of things in their contact center. This type of information is provided in real-time in Agent Desktop and Genesys Pulse (see {{Link-AnywhereElse|product=PEC-AD|version=Current|manual=Agent|topic=ADNav|anchor=PerformanceTracker}}, and {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=RT|topic=GetStarted}}) and in historical reports through Genesys CX Insights (GCXI) or Genesys GVP (see {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=RPRT|topic=GetStarted}}, and {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=GVP|topic=GetStarted}}).

===Managers and administrators===
Contact Center managers and administrators can also view more detailed information about the overall state of things in their contact center. This type of information is provided in historical reports through Genesys CX Insights or Genesys GVP (see {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=RPRT|topic=GetStarted}}, and {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=GVP|topic=GetStarted}}).
|FeatureSection={{FeatureSection
|featureheading=Accessing reports
|relatedapps=Agent Desktop, Pulse Reporting, Reporting, Reporting GCXI
|users=
|anchor=
|description=Not all types of reporting apply to all contact centers. The first step in accessing reports, dashboards, or other monitoring tools is knowing which interface applies to your role, in your contact center. The links in this section lead to documentation that provides detailed information about each reporting solution, including information about how to access and understand the individual reports / dashboards, and in some cases, advanced information such as how to create or modify reports.

If you are not sure which reporting interface is right for you, talk to your administrator or manager.
|relatedarticles=*{{Link-AnywhereElse|product=PEC-AD|version=Current|manual=Agent|topic=ADNav|anchor=PerformanceTracker}}
*{{Link-AnywhereElse|product=PEC-REP|version=Current|manual=RPRT|topic=GetStarted}}
*{{Link-AnywhereElse|product=PEC-REP|version=Current|manual=GVP|topic=GetStarted}}
*{{Link-AnywhereElse|product=PEC-REP|version=Current|manual=RT|topic=GetStarted}}
*{{Link-AnywhereElse|product=PEC-REP|version=Current|manual=Administrator}} (administrators only)
}}
|HIWSection={{HIWSection
|HIWSectionHeading=Explain the difference: real-time and historical reporting
|HIWSectionAlignment=Horizontal
|HIWSectionImage=GCXIDashboardExample.png
|HIWSectionGif=No
|HIWSectionVideo=
|HIWSectionAnchor=
|HIWSectionText='''Real-time-reporting: monitor current events''': Some users need to see what's going on, right now, in the contact center. This kind of report allows you to monitor call volume, interaction flow, and agent utilization. Think of real-time reporting as a kind of live monitor for the vital statistics of the contact center.

'''Historical reporting: view historical events and look for trends''': Some users need to see the big picture, over time. This kind of report provides views over a specific period of time, sometimes from more than one source, and helps you to identify trends and pressure points in your contact center.

Both real-time and historical reports are available using Web-based technology, so you can access contact center performance data anywhere, anytime.
|appfullwidth=No
|HIWSectionTextwide=
}}{{HIWSection
|HIWSectionHeading=Behind the scenes: how information gets reported
|HIWSectionAlignment=Vertical
|HIWSectionImage=
|HIWSectionGif=No
|HIWSectionVideo=
|HIWSectionAnchor=
|HIWSectionText=Most users don't need to know a lot about how things work behind the scenes, but it helps to understand the basic process by which information gets into reports. The basic process is as follows:

#A wide array of facts are generated in the contact center: ''How long did customer X spend waiting for an agent?'' ''What time did agent Y log in on Tuesday?''
#All those facts are collected up and stored (''concentrated'' and ''aggregated'') into more useful metrics: ''How many calls were processed in total?'' ''What was the total duration of collaborative calls?''
#The resulting values can be used to calculate other useful results: ''What percentage of callers waited longer than time Z before connecting to an agent?'' ''How much idle time did agents at site A have, on average, during Monday's shift?''

'''Real-time''' '''reporting''' focuses on a narrow set of current data, processing it very quickly, and provides near-immediate notifications. '''Historical reporting''' gathers up many pieces of information, processes it with a short delay (measured in minutes to days, depending on various factors), and provides tools to analyze it over a period of time.
|appfullwidth=
|HIWSectionTextwide=
}}
|advanced=No
}}

@@ Line 13: / Line 13: @@
 ===Agents===
-Agents can view information about their own performance, about their team's work (completed / waiting in queue), and so on.  This type of monitoring is provided in near-real-time in Agent Desktop (see {{Link-AnywhereElse|product=PEC-AD|version=Current|manual=Agent|topic=ADNav|anchor=PerformanceTracker}}).
+Agents can view information about their own performance, about their team's work (completed / waiting in queue), and so on.  This type of monitoring is provided in near-real-time in Agent Workspace (see {{Link-AnywhereElse|product=PEC-AD|version=Current|manual=Agent|topic=ADNav|anchor=PerformanceTracker}}).
 ===Supervisors===
-Contact Center supervisors can view information about their team, about individual agents, or about the overall state of things in their contact center. This type of information is provided in real-time in Agent Desktop and Genesys Pulse (see {{Link-AnywhereElse|product=PEC-AD|version=Current|manual=Agent|topic=ADNav|anchor=PerformanceTracker}}, and {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=RT|topic=GetStarted}}) and in historical reports through Genesys CX Insights (GCXI) or Genesys Voice Platform (GVP) (see {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=RPRT|topic=GetStarted}}, and {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=GVP|topic=GetStarted}}).
+Contact Center supervisors can view information about their team, about individual agents, or about the overall state of things in their contact center. This type of information is provided in real-time in Agent Workspace and Genesys Pulse (see {{Link-AnywhereElse|product=PEC-AD|version=Current|manual=Agent|topic=ADNav|anchor=PerformanceTracker}}, and {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=RT|topic=GetStarted}}) and in historical reports through Genesys CX Insights (GCXI) or Genesys Voice Platform (GVP) (see {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=RPRT|topic=GetStarted}}, and {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=GVP|topic=GetStarted}}).
 ===Managers and administrators===
@@ Line 25: / Line 25: @@
 |FeatureSection={{FeatureSection
 |featureheading=Accessing reports
-|relatedapps=Agent Desktop, Pulse Reporting, Reporting, Reporting GCXI
+|relatedapps=Agent Workspace, Pulse Reporting, Reporting, Reporting GCXI
 |description=Not all types of reporting apply to all contact centers. The first step in accessing reports, dashboards, or other monitoring tools is knowing which interface applies to your role, in your contact center. The links in this section lead to documentation that provides detailed information about each reporting solution, including information about how to access and understand the individual reports / dashboards, and in some cases, advanced information such as how to create or modify reports.

@@ Line 1: / Line 1: @@
 {{HIW
 |DisplayName=How reporting works
 |TocName=How reporting works
 |Platform=GenesysEngage-cloud
-|ComingSoon=No
+|Role=Administrator, Agent, Supervisor
-|Context=Discover what kinds of reports are available, and how to access them.
+|Application=Pulse Reporting, Reporting, Reporting Administration GCXI, Reporting GCXI
 |featurename=Reporting
 |ShortDescription=Reporting lets you see what's going on in your contact center, by providing a suite of tools that gather, aggregate, and format data to help you see what's currently happening in your contact center, and what has changed over time, so you are better able to make informed, timely business decisions.
@@ Line 18: / Line 16: @@
 ===Supervisors===
-Contact Center supervisors can view information about their team, about individual agents, or about the overall state of things in their contact center. This type of information is provided in real-time in Agent Desktop and Genesys Pulse (see {{Link-AnywhereElse|product=PEC-AD|version=Current|manual=Agent|topic=ADNav|anchor=PerformanceTracker}}, and {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=RT|topic=GetStarted}}) and in historical reports through Genesys CX Insights (GCXI) or Genesys GVP (see {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=RPRT|topic=GetStarted}}, and {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=GVP|topic=GetStarted}}).
+Contact Center supervisors can view information about their team, about individual agents, or about the overall state of things in their contact center. This type of information is provided in real-time in Agent Desktop and Genesys Pulse (see {{Link-AnywhereElse|product=PEC-AD|version=Current|manual=Agent|topic=ADNav|anchor=PerformanceTracker}}, and {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=RT|topic=GetStarted}}) and in historical reports through Genesys CX Insights (GCXI) or Genesys Voice Platform (GVP) (see {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=RPRT|topic=GetStarted}}, and {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=GVP|topic=GetStarted}}).
 ===Managers and administrators===
-Contact Center managers and administrators can also view more detailed information about the overall state of things in their contact center. This type of information is provided in historical reports through Genesys CX Insights or Genesys GVP (see {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=RPRT|topic=GetStarted}}, and {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=GVP|topic=GetStarted}}).
+Contact Center managers and administrators can also view more detailed information about the overall state of things in their contact center. This type of information is provided in historical reports through Genesys CX Insights or Genesys Voice Platform (see {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=RPRT|topic=GetStarted}}, and {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=GVP|topic=GetStarted}}).
 |FeatureSection={{FeatureSection
 |featureheading=Accessing reports
 |relatedapps=Agent Desktop, Pulse Reporting, Reporting, Reporting GCXI
 |description=Not all types of reporting apply to all contact centers. The first step in accessing reports, dashboards, or other monitoring tools is knowing which interface applies to your role, in your contact center. The links in this section lead to documentation that provides detailed information about each reporting solution, including information about how to access and understand the individual reports / dashboards, and in some cases, advanced information such as how to create or modify reports.
@@ Line 37: / Line 36: @@
 }}
 |HIWSection={{HIWSection
-|HIWSectionHeading=Explain the difference: real-time and historical reporting
+|HIWSectionHeading=What's the difference? &mdash; real-time and historical reporting
 |HIWSectionAlignment=Horizontal
 |HIWSectionImage=GCXIDashboardExample.png
 |HIWSectionGif=No
-|HIWSectionVideo=
+|HIWSectionAnchor=disambiguation
 |HIWSectionText='''Real-time-reporting: monitor current events''': Some users need to see what's going on, right now, in the contact center.  This kind of report allows you to monitor call volume, interaction flow, and agent utilization. Think of real-time reporting as a kind of live monitor for the vital statistics of the contact center.
@@ Line 49: / Line 47: @@
 Both real-time and historical reports are available using Web-based technology, so you can access contact center performance data anywhere, anytime.
 |appfullwidth=No
 }}{{HIWSection
 |HIWSectionHeading=Behind the scenes: how information gets reported
 |HIWSectionAlignment=Vertical
 |HIWSectionGif=No
 |HIWSectionText=Most users don't need to know a lot about how things work behind the scenes, but it helps to understand the basic process by which information gets into reports. The basic process is as follows:
-#A wide array of facts are generated in the contact center: ''How long did customer X spend waiting for an agent?'' ''What time did agent Y log in on Tuesday?''
+#A wide array of facts are generated in the contact center: ''Customer X waits for an agent. Agent Y logs in on Tuesday morning and logs off on Tuesday afternoon.''
-#All those facts are collected up and stored (''concentrated'' and ''aggregated'') into more useful metrics: ''How many calls were processed in total?'' ''What was the total duration of collaborative calls?''
+#All those facts are collected up and stored (''concentrated'' and ''transformed'') into more useful metrics: ''How long did customer X spend waiting for an agent?'' ''What states occurred during agent Y’s login session on Tuesday?''
-#The resulting values can be used to calculate other useful results: ''What percentage of callers waited longer than time Z before connecting to an agent?'' ''How much idle time did agents at site A have, on average, during Monday's shift?''
+#The stored facts are aggregated into more useful metrics: ''How many calls were processed in total? What was the total duration of collaborative calls?''
 '''Real-time''' '''reporting''' focuses on a narrow set of current data, processing it very quickly, and provides near-immediate notifications. '''Historical reporting''' gathers up many pieces of information, processes it with a short delay (measured in minutes to days, depending on various factors), and provides tools to analyze it over a period of time.
 }}
 |advanced=No
 }}

PEC-REP/HIW - Revision history

WikiSysop at 13:48, August 18, 2022

Jose.druker@genesys.com: Published

WikiSysop: Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Bgrenon: Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"