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

Mhachey: Published

2020-10-16T14:53:27Z

Published

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

2020-07-25T02:36:48Z

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

2020-06-08T15:29:47Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Scheduled Budget Report
|TocName=Scheduled Budget Report
|Context=Configure this report to display data related to agents daily pay, showing totals for agents and their teams.

<br />
|ComingSoon=No
|Platform=PureEngage
|Section={{Section
|sectionHeading=Configuring the report
|alignment=Vertical
|structuredtext=To configure the Scheduled Budget report:<ol><li>On the '''Reports''' tab, select '''Schedule Reports''' from the Views menu.</li><li>Select '''Scheduled Budget Report''' 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 file format," because the result may be truncated. To print the file correctly, open it in a program that reads the .csv file 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. Then click '''Next'''.</li><li>On the '''Data''' screen, select the team(s) for which to generate the report.
You can expand business units to display their sites and teams.
</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=UdrstdgTheRpt
|alignment=Vertical
|structuredtext={{{!}}
{{!}}'''Site [header]'''
{{!}}The site's name.
{{!}}-
{{!}}'''Team [header]'''
{{!}}The report is organized team-by-team.
{{!}}-
{{!}}'''Date Period [header]'''
{{!}}The total time period covered by the report.
{{!}}-
{{!}}'''Day [headers]'''
{{!}}For each team, the report displays budget information day-by-day.
{{!}}-
{{!}}'''Agent'''
{{!}}The name of each agent on the team.
{{!}}-
{{!}}'''Regular Budget'''
{{!}}The agent's pay for regular work hours on the given day, based on the agent's hourly wage.
{{!}}-
{{!}}'''Overtime Budget'''
{{!}}The agent's pay for overtime work hours on the given day, based on the agent's hourly wage.
{{!}}-
{{!}}'''Total Budget'''
{{!}}The agent's total pay for the given day.
{{!}}-
{{!}}'''Number of Agents'''
{{!}}Number of agents on the team.
{{!}}-
{{!}}'''Total Per Day [row]'''
{{!}}The entire team's total regular, overtime, and total budgets for the given day.
{{!}}-
{{!}}'''Total for Team [row]'''
{{!}}The team's total regular, overtime, and total budgets for the whole selected date range.
{{!}}}
|Status=No
}}
}}

@@ Line 1: / Line 1: @@
 {{Article
 |Standalone=No
-|DisplayName=Scheduled Budget Report
+|DisplayName=Scheduled Budget and Agent Comments Reports
-|TocName=Scheduled Budget Report
+|TocName=Scheduled Budget and Agent Comments Reports
-|Context=Configure this report to display data related to agents daily pay, showing totals for agents and their teams.
+|Context=Configure these reports to display data related to agents daily pay and agent comments in the schedule.
 <br />
@@ Line 9: / Line 9: @@
 |Platform=GenesysEngage-cloud
 |Section={{Section
 |alignment=Vertical
-|structuredtext=To configure the Scheduled Budget report:<ol><li>On the '''Reports''' tab, select '''Schedule Reports''' from the Views menu.</li><li>Select '''Scheduled Budget Report''' from the list in the Objects pane.
+|structuredtext=The {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SchdBdgtRprt|anchor=BdgtRprt|display text=Schedule Budget Report}} displays data related to agents daily pay, showing totals for agents and their teams.
-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.
+The {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SchdBdgtRprt|anchor=AgntCmmtsRprt|display text=Agent Comments Report}} displays agent comments in the schedule within a specified date range.
 |Status=No
 }}{{Section
-|sectionHeading=Understanding the report
+|sectionHeading=Scheduled Budget Report
-|anchor=UdrstdgTheRpt
+|anchor=BdgtRprt
 |alignment=Vertical
-|structuredtext={{{!}}
+|structuredtext=To configure the report:
 {{!}}'''Site [header]'''
 {{!}}The site's name.
@@ Line 60: / Line 70: @@
 {{!}}'''Total for Team [row]'''
 {{!}}The team's total regular, overtime, and total budgets for the whole selected date range.
 {{!}}}
 |Status=No
 }}
 }}

@@ Line 7: / Line 7: @@
 <br />
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Section={{Section
 |sectionHeading=Configuring the report

PEC-WFM/Current/Supervisor/SchdBdgtRprt - 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"