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

Mary.hachey@genesys.com: Published

2021-02-23T16:19:12Z

Published

Mhachey: Published

2020-10-15T22:34:53Z

Published

Mhachey: Published

2020-10-15T22:31:08Z

Published

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

2020-07-25T02:37:20Z

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

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

2020-07-15T11:49:06Z

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

Bgrenon: Published

2020-06-08T15:29:38Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Schedule Trade Report
|TocName=Schedule Trade Report
|Context=Configure this report to display data related to trade proposals and responses within sites.
|ComingSoon=No
|Platform=PureEngage
|Section={{Section
|sectionHeading=Configuring the report
|alignment=Vertical
|structuredtext=To configure the Schedule Trade Report:<ol><li>On the '''Reports''' tab, select '''Schedule Reports''' from the Views menu.</li><li>Select '''Schedule Trade 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 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 '''Date Range''' screen, {{Link-SomewhereInThisManual|topic=DtSlctrs|anchor=top|display text=select}} a Start and End Date.</li><li>In the '''Data Type''' section, select each trade status that you want to include in the report. Clear the check boxes for each status that you want to omit. Then click '''Next'''.</li><li>In the '''Sort Options''' screen, select one of two ways to sort the report data, '''by Agent name''' or '''by Date'''.</li><li>On the '''Data''' screen, select the agents that you want to include in the report.
You can expand business units expand to display their sites, teams, and agents. You can select multiple agents across teams. You can also select whole teams or a whole site.
</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=UnderstandingtheScheduleTradeReport
|alignment=Vertical
|structuredtext={{{!}}
{{!}}'''Site [header]'''
{{!}}The site's name and time zone.
{{!}}-
{{!}}'''Date Period [header]'''
{{!}}The date range that you selected in the Reports Wizard.
{{!}}-
{{!}}'''Proposer: Team, Name'''
{{!}}The team and name of the agent proposing each trade.
{{!}}-
{{!}}'''Respondent: Team, Name'''
{{!}}The team and name of the agent responding to each trade proposal.
{{!}}-
{{!}}'''Trade: Days'''
{{!}}The dates included in each trade proposal.
{{!}}-
{{!}}'''Status'''
{{!}}The status of each trade proposal. (If you cleared a status on the Reports Wizard's '''Schedule Trade States''' screen, trades with that status do not appear in the report.)
{{!}}-
{{!}}'''Transaction Date'''
{{!}}The date on which the trade proposal entered its current status.
{{!}}-
{{!}}'''Approved By / Declined By'''
{{!}}The supervisor who approved or declined the trade proposal, or "Auto-Approved" / "Auto-Declined" if it was done by the system.
{{!}}-
{{!}}'''Comments'''
{{!}}Any comments attached by the supervisor who acted on the trade proposal.
{{!}}}
|Status=No
}}
}}

@@ Line 8: / Line 8: @@
 |Section={{Section
 |alignment=Vertical
-|structuredtext=The {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SchdTrdRprt|anchor=Stps1to5|display text=Schedule Trade Report}} contains data related to trade proposals and responses within sites.
+|structuredtext=The {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SchdTrdRprt|anchor=STrdRpt|display text=Schedule Trade Report}} contains data related to trade proposals and responses within sites.
 The {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SchdTrdRprt|anchor=SchdBddgRprt|display text=Schedule Bidding Report}} contains data about agents who have bid in schedule bidding offers.
@@ Line 14: / Line 14: @@
 }}{{Section
 |sectionHeading=Schedule Trade Report
-|anchor=Stps1to5
+|anchor=STrdRpt
 |alignment=Vertical
 |structuredtext=To configure the report:

@@ Line 3: / Line 3: @@
 |DisplayName=Schedule Trade and Bidding Reports
 |TocName=Schedule Trade and Bidding Reports
-|Context=Configure there reports to display schedule trade and schedule bidding data.
+|Context=Configure these reports to display schedule trade and schedule bidding data.
 |ComingSoon=No
 |Platform=GenesysEngage-cloud

@@ Line 1: / Line 1: @@
 {{Article
 |Standalone=No
-|DisplayName=Schedule Trade Report
+|DisplayName=Schedule Trade and Bidding Reports
-|TocName=Schedule Trade Report
+|TocName=Schedule Trade and Bidding Reports
-|Context=Configure this report to display data related to trade proposals and responses within sites.
+|Context=Configure there reports to display schedule trade and schedule bidding data.
 |ComingSoon=No
 |Platform=GenesysEngage-cloud
 |Section={{Section
 |alignment=Vertical
-|structuredtext=To configure the Schedule Trade Report:<ol><li>On the '''Reports''' tab, select '''Schedule Reports''' from the Views menu.</li><li>Select '''Schedule Trade Report''' from the list in the Objects pane.
+|structuredtext=The {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SchdTrdRprt|anchor=Stps1to5|display text=Schedule Trade Report}} contains data related to trade proposals and responses within sites.
-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=SchdTrdRprt|anchor=SchdBddgRprt|display text=Schedule Bidding Report}} contains data about agents who have bid in schedule bidding offers.
 |Status=No
 }}{{Section
-|sectionHeading=Understanding the report
+|sectionHeading=Schedule Trade Report
-|anchor=UnderstandingtheScheduleTradeReport
+|anchor=Stps1to5
 |alignment=Vertical
-|structuredtext={{{!}}
+|structuredtext=To configure the report:
 {{!}}'''Site [header]'''
 {{!}}The site's name and time zone.
@@ Line 50: / Line 61: @@
 {{!}}'''Comments'''
 {{!}}Any comments attached by the supervisor who acted on the trade proposal.
 {{!}}}
 |Status=No
 }}
 }}

@@ Line 5: / Line 5: @@
 |Context=Configure this report to display data related to trade proposals and responses within sites.
 |ComingSoon=No
-|Platform=PureEngage
+|Platform=GenesysEngage-onpremises
 |Section={{Section
 |sectionHeading=Configuring the report

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

Mary.hachey@genesys.com: Published

Mhachey: Published

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"