Report Page

Since QueueMetrics 20.10, the new ReportPage has been introduced.

Reports Splash

The new Report Page offers a wide variety of functions, that allow the user to create, customize, publish and share their own report.

What is a Report?

In QueueMetrics a Report is a collection of different pages, each one containing a variable number of DataBlocks.

Unsaved vs Saved Reports

A newly created or cloned report will begin its life in the "Unsaved" state. You can easily spot when a report is Unsaved, because the report title will be "Unsaved Report".

Reports Unsaved

After making changes to the Unsaved Report, a Save Button will Appear in the top right that needs to be clicked in order to save the report. If the button is clicked, the user will be prompted to input a name for the Report.

Reports Unsaved Title

Once a report is saved to the system, the user can still edit it as per usual, but now the report will be accessible even after exiting the report page. If you leave the report page before saving a report - a system popup will warn you when you leave - the report you were working on will be lost forever.

You cannot export nor share an Unsaved Report.

DataBlocks

A DataBlock is a block of information with a Title, a Subtitle, a Table and possibly a Chart.

Reports DataBlock

QueueMetrics offers 150+ different DataBlocks, each with unique information and metrics. When building a report, the user will pick and choose the DataBlocks they are interested in, and add them to the current report. In doing so, the user is able to create a Report that perfectly matches their needs.

Users can access report that are created by them, or public reports created by other users, provided they hold the necessary security keys.

Pages

Each Report can contain any number of pages. The user can navigate through pages by clicking on the various tabs that are shown at the beginning of the page.

Reports Tabs

To create a new page, the user can click on the "plus" icon on the right

To edit the page order, the user can click on the Edit Tabs Order Icon next to the plus icon

Reports New Page

This will open a panel where the user can drag and drop the Page names to reorder them

Reports Order Tabs

Icons

In the top left section of the screen, the user has access to a menu containing a series of icons, that allow for different actions to be performed.

Reports Menu

Create Report

The "Plus" Icon, if clicked, prompts the user to input a name for a new report to be created. If clicked, a new report will be created with one empty page.

Export in PDF Format

The "PDF" Icon will export the current report in PDF Format.

Export in XLS Format

The "XLS" Icon will export the current report in XLS Format.

Export Report Schema

The "Download" Icon will export the current report in JSON Format, so it can be imported in a different QueueMetrics instance.

Import Report Schema

The "Upload" Icon will prompt the user to pick a QueueMetrics report schema (Exported from this QueueMetrics or another instance), to import it. The QueueMetrics report schema file should be in JSON Format.

if the report contains some custom DataBlock that are not present on the importing QueueMetrics instance, QueueMetrics is going to follow this process:

A) Look for a Custom DataBlock with the same ID. If it exists, go to step B. If not, go to step C. B) Checks if the existing DataBlock is the same as the one from the other system If so, it keeps it, if not, go to step C. C) Creates a new DataBlock with the same properties as the one on the old system. If the ID is already in use, it creates a new one.

If you are looking for an automatic way to export a full analysis to one file, you should probably have a look at Automating statistics download: the ROBOT profile.

Share

The "Share" Icon will copy a shareable link to the current report, in the user’s clipboard. This URL, if navigated to, will prompt an unauthenticated user to access QueueMetrics, then redirect him to the current report. If the user is already logged in QueueMetrics when he navigates to the link’s destination, then he will open the current report directly.

Settings

The "Gear" Icon will open the Report Settings Panel, where the user can edit the current report’s settings.

since QueueMetrics 21.04, this section contains the autosave feature to enable/disable the autosave function for your reports.

Add DataBlocks

The "DataBlock" Icon will open the DataBlock Selector, where the user can see a live preview of all the DataBlocks QueueMetrics has to offer, and add them to the current report page if he so chooses.

Filter Recap Panel

The area at the top of the Report Page, is the Recap Panel, that offers immediate insights about the current report and the applied filters.

Reports Recap

Call Stats

The right section shows the number of taken, lost and offered calls, together with their percentage ratio. They also show the number of process calls in the report.

Reports Calls

Selected Report

The left section shows the name of the currently selected report.

Reports Title

The user can change report by using this menu and selecting one of the available reports.

Selected Queue

The "Queues" section shows the name of the currently selected queue or queues.

Reports Queues

Time Period

Finally, a time selector allows the use to change the time period the report is considering when analyzing data. The user can pick a date range or a preset time period. To switch between time selection modes, the user must click on the calendar icon.

Reports Dates

Reports Period

If needed, the maximum allowable time period for reports can be set system-wide and then overridden on a user-by-user basis - the default is that any user can run reports of any length, but this can be changed by the administrator. See Maximum reporing period for further details.

Filter Expression

If a filter expression is set for the report, it will appear at the bottom of the Recap panel.

Reports Filter Recap

Rename Report

To rename the current report, the user can click on the edit icon next to the report name

Reports Title

This will make the Report Name editable for the user.

Reports Rename

Here the user can confirm the changes by clicking on the confirm icon or delete the report.

Delete Report

To delete the current report, the user can click on the delete icon instead of the confirm icon, when editing the Report Title

Reports Rename

Change Queues

To change the queues to consider for the current report, the user can use the following menu. More than one queue can be selected at once.

Reports Queues

Save or Apply

When the user makes some changes to the report, two buttons will appear in the top right of the screen. These are the Apply and Save button.

Reports Apply Save

Clicking on the Apply button will apply the new changes to the report, and recalculate the report with the new parameters and filters. This will however not save the report.

Clicking on the Save button will first save the new report parameters and then recalculate the report, exactly as if the user had pressed on the Apply button.

Add/Edit Filter Expression

To further filter the current report, the user has access to an entire list of different filters that can be applied. These filters can be combined in an infinitely complex expression, that offers granular control over the data included in the current report.

To add a filter to the filter Expression, the user must click on the "Add Filter" button next to the current filters, at the bottom of the Recap Panel.

Reports Filter

This will open the Filters Collection panel, where the user can add filters to the current report.

To easily access the desired filter, the user can use the search bar at the top.

Once the user inputs a new filter, it will appear in the Report’s filter expression.

Reports Filter Recap

Here, the user can add as many reports as they want, and combine them together with operators.

Type of filters

There are three types of available filters in the Filter Collection Panel.

Combo Filters

These filters show the user a series of options, and the user can only select one of the options. The user can search through the available options by typing a string with the menu open. This will filter the options to show only options containing the inputted string. An example of this type of filter is the "Agent Group" filter.

Combo Filters with Creatable Options

These filters are similar to Combo Filters, as they show the user a series of options and are searchable. The only difference is that if while inputting a string to filter the available options, no available option matches the inputted string, the user will be presented with an option to create a new option from scratch, with the inputted string as value. The Agent filter is an example of such filter.

Text Filters

These filters are simple text boxes that accept a value inputted by the user. Depending on the filter some values might not be valid. When the user inputs a value and the value is a valid value, a "plus" icon will appear next to the filters that needs to be clicked to add the filter to the expression.

Regular Expressions

Most of the available filters that accept user input as a value, are also capable of accepting a regular expression, as long as it starts with "^".

Filter Expression

For more iformation about the available filters, please consult Call filtering criteria.

Add Filters

When a filter is selected, it is then added to the filter expression, at the botton of the Report Editing Panel

Reports Filter Expr1

More than one filter can be added at once. They will be joined with the "And" operator by default.

Reports Filter Expr2

Change Operator

By clicking on the operator, the user can change the operator for the entire group of filters.

Reports Filter Expr3

Reports Filter Expr4

Grouping Filters

Filters can be grouped together by dragging one filter upon another.

Reports Filter Expr5

Reports Filter Expr6

Deleting a Filter

The user can delete a filter by clicking on the cross icon inside of the filter.

Reports Filter Expr4

Deleting a Filter Group

The user can delete a Filter Group by hovering over a closing parenthesys with the mouse (or keeping it pressed while on mobile) and then clicking on the "cross" icon that appears.

Reports Filter Delete Group

Editing a Filter

Clicking on a filter’s value will open the Filter Editing Panel, where the user can edit the value of the current filter.

Reports Filter Edit

Negating a Filter

In the Filter Editing Panel, by clicking on the "Negate This Filter" checkbox, the user can negate a filter. If, for example, a report is filtered by Agent 101, by negating the filter, the report will show all agents except Agent 101.

Reports Filter Not

Negating a filter effectively means that the filter is in a NOR group by itself. If another filter is dragged on top of a negated filter, the two filters will be grouped in a group with the NOR operator between them.

Editors

The Report Page offers different editors to allow the user to customize Pages and DataBlocks.

Page

To the right side of a Report’s page, you will find a drop-down menu that allows you to Edit, Delete, Print or Reorganize your report page.

Reports Edit Page Icon

By clicking on the Delete icon, you will delete the current page, after confirming your choice.

By clicking on the Edit icon, you will open the Page Editor.

Reports Edit Page Editor

The Page Editor allows the user to edit the page information.

As shown, you can edit the following information:

  • Page Title

  • Page Short Title (Shown in the tab selectors)

  • Visiblity Key

QueueMetrics Print Report Page Feature

Now QueueMetrics allows users to print a report page. The printed report page, as opposed to a normal Report Export, contains all of the Report page’s charts as well as its DataBlocks.

Reports Print1

Print mode

To effectively print a report page, QueueMetrics must perform a few operations before opening the print dialogue. Namely, parts of the usual QueueMetrics GUI must be hidden from view, while a print-friendly recap of all the filters and report parameters will be added at the top of the report page.

Most importantly, all DataBlocks must be shown without pagination. Please note that this means that if your report contains a lot of calls, it could take a while to load in print mode, and we recommend against printing reports with more than a hundred calls, especially if you’re trying to print the details of said calls.

Once QueueMetrics has completed all the necessary preparations, it will open the Print Preview panel of your browser, where you can finalize the settings for the printing of the current report page.

Reports Print2

We recommend printing the document in Landscape mode instead of Portrait, for better readability.

Every DataBlock will break the current page and begin a new one, to avoid tables being cut in half as much as possible. The font-size is set at 12pt, following printed documents readability guidelines for Google Chrome and Mozilla Firefox.

Reports Print3

Due to Firefox’s issues with handling web pages that include Flexboxes during printing, the charts in Firefox will be displayed under the relevant table instead of on the side. Chrome will display them on the side instead.

Once the preview is generated, the document can be printed or saved as PDF.

Exiting print mode

After printing the document or cancelling the preview page, QueueMetrics will take a few seconds to restore the report to its original form. This is because every table must be reloaded in paged mode, and the GUI must be restored to its default state.

DataBlock Editor

To the right side of a DataBlock, you will find a drop-down menu that allows you to edit, delete, export and reorganize a DataBlock.

Reports Edit DataBlock Icon

By clicking on the Delete icon, you will delete the DataBlock from the current Report page.

By clicking on the PDF or XLS icons, you will export the DataBlock in the selected format.

By clicking on the Columns icon, you will open the DataBlock columns panel, where you can hide/show and rearrange the DataBlock’s columns.

By clicking on the Edit icon, you will open the DataBlock Editor panel, where you can edit the DataBlock’s information.

Reports Edit DataBlock Editor

As shown, you can edit the following information:

  • Title

  • Subtitle

  • Visiblity Key

  • Parameters

Report Settings

To open the report settings, the user can click on the "Gear Icon" in the drop-down menu in the top left side of the screen.

Reports Menu

This will open the settings menu

Reports Settings

Here the user can change the following settings:

Table 1. Settings
Setting Description

Auto Save

If set to yes, the report will be saved automatically after any relevant change. (Since QM 21.04).

Public

If set to yes, users other than the owner will be able to access this report.

Supervised

lets the user search only for agents that have the current user as their supervisor.

Multi-Stint mode

Enables/disables Multi-Stint mode, joining together all calls with the same Unique Id.

Data Source

The data source for the queue_log data.

Visibility Key

Visibility Key for the report.

Self Service Report Agents

Specifies the agent that can access this report in Self Service Agent Report (SSAR) Mode.

Hourly Slot

The time interval for time distributions in Hour distribution tables.

SLA Interval

The time interval for SLA Charts and Tables

SLA Initial Interval

The initial time interval for SLA Charts and Tables

SLA Max. Initial Delay

The time interval before SLA Interval takes effect instead of SLA Initial Interval

SLA Max. Monitored Delay

The maximum time interval for SLA Charts and Tables

Short Call Wait Limit

How long must a call be in wait status before being counted as a valid call

Short Call Talk Limit

How long must a call be in talk status before being counted as a valid call

Short Call Attempt Limit

How long must a call attempt be long to count as a valid call attempt

Number of CLID digits to search

Number of CLID digits to count as prefix in Area Code calculations

Starting from position

Starting position of the Prefix in Area Code Calculations

Self Service Agent Reporting (SSAR)

Reports can also be accessed by agents in Self Service Agent Reporting mode, by assigning specific reports to such agents in the settings panel.

Reports Settings SSAR

To be able to access a report in SSAR mode, an agent needs to hold the following security key:

  • SSAREPORT

This key is usually assigned to the AGENTS class by default.

The last requirement to be able to start SSAR Reports, is that the agent needs to be assigned a set of queues to monitor.

To assign a queue to an agent, a user with sufficient permissions has to navigate to the Queue Editor from the HomePage, and find the queue to assign to the agent.

Once the queue is found, then the user can assign it to the agent by clicking on the "Assign reports to agent" icon on the right side.

NewReports ssar queue

NewReports ssar queue2

Now, if the agent accesses the Home Page, he should see the SSAR InfoBox

NewReports ssar infobox

In the InfoBox the agent will see the Reports they have access to in SSAR Mode.

When accessing a report in SSAR mode, an agent will only be able to see the Report, without being able to edit it.

Information will also automatically be filtered to show only data relative to that specific agent.

NewReports ssar report

Timeline

Introduced with QueueMetrics 22.02, the new Timeline panel replaces the old call details panel.

To access a call’s Timeline panel, the user must click on the Magnifying Glass icon on the call’s row, in the Queue Details (OD01) or in the Detail of unanswered calls (UD01) DataBlock.

NewReports Timeline Open

By clicking on the icon, the Timeline panel will appear. This panel presents a few features that are detailed below.

Call Details

On the left side of the screen, when looking at the Timeline panel, the user can see the details of the selected call. These details are exactly the same as the ones shown in the old Call Details popup.

Reports Call Details

Timeline

On the right side of the screen, the user can see a vertical Timeline listing every call event in chronological order.

Each event shows the time the event happened at, the description and, depending on the case, some additional information about the event itself.

Recordings and QA

Reports QA Empty

By clicking on the «QA» tab in the top left, the user can access the Quality Assurance and Audio Player tab.

Audio Player

The Audio Player in the top right will allow the user to see which audio recordings are associated with the current call. For each one of them, QueueMetrics allows the user to create markers at specific timestamps and color code them. The user can also increase the playback speed or loop the recordings.

Reports QA Empty

By clicking on a saved marker, the player will skip to the noted timestamp, making navigating recordings easier.

NewReports Timeline Markers

QA

By clicking on the QA tab, the user can access the classic QA panel where they can grade the current call using the available QA Forms.

Reports QA Validations

Call Grouping

QueueMetrics 22.02 introduces the concept of Call Grouping. From this version onwards, Datablocks that show metrics that includes a field to indicate the number of calls that fulfill a certain criteria, and that also show this icon:

NewReports Grouping Icon

will offer the user the ability to see tables indicating which calls make up that number.

The calls are divided into Taken and Lost calls, while a third tab is dedicated to all IVR events.

NewReports Grouping Table

The user is also able, by clicking on the magnifying glass, to reach the Timeline panel for each of the calls listed in these tables.

Call filtering criteria

In the filter expression, a number of criteria can be specified to better zoom in on a given set of calls.

  • Agent is a specific agent code

  • Location is a given location

  • Supervision lets you search only for agents that have the current user as their supervisor

  • Outcome lets you select a call outcome

  • Call features lets you select a call feature code

  • Call tags lets you filter by call tag

  • Variables lets you filter by a generic variable associated to a call (see below).

  • Asterisk call-id search by substring on the Asterisk’s UniqueID of the call

  • Caller search by substring on the Caller-ID. By using a regular expression, this filter can also be used to match on specific Area Codes: for example, a filter ^..393 will match all numbers for area code 393 skipping the first two digits.

  • Wait duration lets you specify the call waiting duration

  • Call duration lets you specify a minimum and maximum for the call duration

  • Disconnection cause lets you pick a disconnenction reason for the call

  • Enter position lets you enter a minimum and maximum enter position (note: this is not tracked for every call)

  • Number of attempts lets you select a given number of attempts

  • DNIS lets you select calls that have a specific DNIS (if tracked)

  • IVR choice lets you select calls that have a specific IVR choice (if tracked)

  • Server for clustered systems, lets you select only calls that were processed on a given server

  • Non-contiguous reports let you choose the day(s) of the week and the time periods that you want to include in the reports.

Note that:

  • Criteria involving a full-text search (e.g. Caller) can optionally support full Regular Expressions; if they start by "^" they will be processed as Regular Expressions. E.g. entering "^\d+$" means "find all fields which value is made up only of numeric characters, having at least one character".

  • Running criteria with multi-stint calls may or may not lead to the results you are expecting. See Multi-stint calls for more information on this issue.

When a report is run with criteria set, all statistics are computed "as if" those were the only calls available; so e.g. agent sessions may yeld different results from what you would get with no criteria.

Filtering by call variables

Variables allow for very flexible filtering where you can check multiple variables at once, as in:

  • "A B C" (or "A: B: C:") means that on every call all three variables must be present

  • "A:12 B:" (or "A:12 B") means that on the call there must be a variable "A" set to "12" and "B" must be present.

  • "A:\^x." means that the value for A is checked against the regular expression "^x." that matches for example "xy" but not "qqq"

Variables are not logged natively by Asterisk, and can be added as explained in Adding custom variables - but they can be provided automatically if you run a WombatDialer campaign.

Short calls

It is possible to filter out of the report so called "short calls", that is calls where the caller hung up before they could be meaningfully processed. Such calls inflate statistics and provide an inaccurate picture of what actually happened on the queues being processed.

QueueMetrics can filter out three types of short calls:

  • Short Call Wait Limit: excludes calls with a wait time shorter than X seconds that ended with a caller abandon.

  • Short Call Talk Limit: excludes taken calls with a conversation time shorter than X seconds that ended with a caller abandon.

  • Short Attempt Wait Limit: excludes attempts to agents that were shorter than X seconds

While calls are simply excluded and will not appear in reports, if you have short attempts and look at the call details, you can still see the "short attempts" under a different event class, but these events will not be counted for attempt statistics.

Short calls can be enforced on a global basis by setting the properties default.shortCallWait, default.shortCallTalk and default.shortAttempt.