PEC-WFM/Current/Supervisor/IndvSchdRprt - Revision history

Mhachey: Published

2020-10-15T20:33:33Z

Published

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

2020-07-25T02:36:19Z

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

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

2020-07-15T11:49:04Z

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

Bgrenon: Published

2020-06-08T15:29:49Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Individual Schedule Report
|TocName=Individual Schedule Report
|Context=Configure this report to display data for each agent's schedule, individually.
|ComingSoon=No
|Platform=PureEngage
|Section={{Section
|sectionHeading=Configuring the report
|alignment=Vertical
|structuredtext=To configure the Individual Schedule report:<ol><li>On the '''Reports''' tab, select '''Schedule Reports''' from the Views menu.</li><li>Select '''Individual Schedule''' from the list in the Objects pane.
The Reports Wizard's first screen, '''Header''', appears.
</li><li>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 to print reports that you created in ".csv friendly format," because the result may be truncated. To print the file correctly, open it in a program that reads the .csv format, and then print it.
</li><li>Click '''Next'''.</li><li>On the '''Scenario''' screen, select a schedule scenario or the Master Schedule. Then click '''Next'''.
You will not see this screen if the report is created from the Report Scheduler, because the report data is retrieved from the Master Schedule.
</li><li>On the '''Date Range''' screen, {{Link-SomewhereInThisManual|topic=DtSlctrs|anchor=top|display text=select}} a Start and End date for the report. Then click '''Next'''.</li><li>On the '''Data''' screen, select the agent(s) for whom to generate the report.
You can expand business units to display their sites, teams, and agents.
</li><li>Click '''Finish'''.
The report appears in the {{Link-SomewhereInThisManual|topic=ReportingMdl|anchor=RptVwrFts|display text=Report Viewer}}.
</li></ol>
|Status=No
}}{{Section
|sectionHeading=Understanding the report
|anchor=UnderstandingtheIndividualScheduleReport
|alignment=Vertical
|structuredtext={{{!}}
{{!}}'''Site [header]'''
{{!}}The site's name and time zone.
{{!}}-
{{!}}'''Team [header]'''
{{!}}The selected agent's team.
{{!}}-
{{!}}'''Agent [header]'''
{{!}}The selected agent's name.
{{!}}-
{{!}}'''Date Period [header]'''
{{!}}The total date range covered by the report.
{{!}}-
{{!}}'''Employee ID'''
{{!}}The agent's company ID.
{{!}}-
{{!}}'''Day'''
{{!}}The date for each information set.
{{!}}-
{{!}}'''Paid Hours'''
{{!}}Total number of paid hours the agent works on each displayed day.
{{!}}-
{{!}}'''Schedule State'''
{{!}}The agent's schedule states on each displayed day.
{{!}}-
{{!}}'''Start Time'''
{{!}}The time at which the agent is scheduled to start each scheduled state.
{{!}}-
{{!}}'''End Time'''
{{!}}The time at which the agent is scheduled to end each scheduled state.
{{!}}}
|Status=No
}}
}}

@@ Line 1: / Line 1: @@
 {{Article
 |Standalone=No
-|DisplayName=Individual Schedule Report
+|DisplayName=Individual and Team Schedule Reports
-|TocName=Individual Schedule Report
+|TocName=Individual and Team Schedule Reports
-|Context=Configure this report to display data for each agent's schedule, individually.
+|Context=Configure these reports to display data for each agent's schedule and each team's schedule, individually.
 |ComingSoon=No
 |Platform=GenesysEngage-cloud
 |Section={{Section
-|sectionHeading=Configuring the report
+|sectionHeading=Individual Schedule Report
 |alignment=Vertical
-|structuredtext=To configure the Individual Schedule report:<ol><li>On the '''Reports''' tab, select '''Schedule Reports''' from the Views menu.</li><li>Select '''Individual Schedule''' from the list in the Objects pane.
+|structuredtext=To configure the report:
 The Reports Wizard's first screen, '''Header''', appears.
-</li><li>Optional: To generate a header on the report, select '''Show Header''' and type your header text into the text box.
+#On the '''Reports''' tab, select '''Schedule Reports''' from the Views menu.
-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''' &gt; '''Save As''' and select '''Comma Separated''' as the report format). Do not use Workforce Management to print reports that you created in &quot;.csv friendly format,&quot; because the result may be truncated. To print the file correctly, open it in a program that reads the .csv format, and then print it.
+#Select '''Individual Schedule''' from the list in the Objects pane.
-</li><li>Click '''Next'''.</li><li>On the '''Scenario''' screen, select a schedule scenario or the Master Schedule. Then click '''Next'''.
+#;The Reports Wizard's first screen, '''Header''', appears.
-You will not see this screen if the report is created from the Report Scheduler, because the report data is retrieved from the Master Schedule.
+#Optional: To generate a header on the report, select '''Show Header''' and type your header text into the text box.
-</li><li>On the '''Date Range''' screen, {{Link-SomewhereInThisManual|topic=DtSlctrs|anchor=top|display text=select}} a Start and End date for the report. Then click '''Next'''.</li><li>On the '''Data''' screen, select the agent(s) for whom to generate the report.
+#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''' &gt; '''Save As''' and select '''Comma Separated''' as the report format). Do not use Workforce Management to print reports that you created in &quot;.csv friendly format,&quot; because the result may be truncated. To print the file correctly, open it in a program that reads the .csv format, and then print it.
-You can expand business units to display their sites, teams, and agents.
+#Click '''Next'''.
-</li><li>Click '''Finish'''.
+#On the '''Scenario''' screen, select a schedule scenario or the Master Schedule. Then click '''Next'''.
 The report appears in the {{Link-SomewhereInThisManual|topic=ReportingMdl|anchor=RptVwrFts|display text=Report Viewer}}.
-</li></ol>
-|Status=No
+===Understanding the report===
-}}{{Section
+{{{!}}
 {{!}}'''Site [header]'''
 {{!}}The site's name and time zone.
@@ Line 49: / Line 52: @@
 {{!}}'''Schedule State'''
 {{!}}The agent's schedule states on each displayed day.
 {{!}}-
 {{!}}'''Start Time'''

PEC-WFM/Current/Supervisor/IndvSchdRprt - Revision history

Mhachey: 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"