Table of Contents

Login

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Access Touchpoint Statistics

Once you have ordered Touchpoint Statistics the following steps need to be performed to get access to the system.

1. You will receive an email with details about how to verify your account create a personal password.
2. Once you have created your password you will be redirected to Touchpoint Statistics login log in page.
3. Login Log in to Touchpoint Statistics with your username and the password you created in the previous step.

You can change the language of the user interface by clicking on the flags at the bottom.

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Touchpoint Statistics is an easy to use yet powerful report generator that gives you the ability to create reports for your organizations communication. The results can be used to improve your customer service, create better schedules for you personnel as well as help you communicate more efficiently both internally as well as with external customersparties.

The start page

The first time you log in into the system you will be redirected to the start page. From this page you have easy access to the different part of Touchpoint Statistics.

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Click on the start screen icons or use the menu to access the different parts of the system.Start screen icons

Icons

Statistics Basic - Go to the Statistics Basics reports.

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Saved reports - Go to your saved report archive. Saved reports is only available to users that has the Statistics Extended level enabled.

Help - Access to the online user guides and handbooks. 

The built in help

The system has help resources integrated directly into the user interface. You can click on any of the information icons  throughout the system to show a popup with a description about that specific part of the system.

Create a Statistics Basic report

The Statistics Basic reports is designed to be easy to learn and use while providing you with the most common report requirements.To  To access the Statistics Basic reports clicki click on the icon Statistics Basic on the start page or from navigate to the page through the menu.

To create a report follow these steps.

Select report parameters

Start by selecting the period you want your report to cover by selecting a from-date and a to-date.

Select the from and to date by clicking on the calendar icon to the right to open a calender where you can select a date. You can switch between months by using the arrows at the top.

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Under the Settings tab you have additional options for which weekdays that should shall be included as well as the format you want time values like call duration's to be presented in.

Select which report you want to create by clicking on the drop down list. The available reports is grouped by the type they target.

To create a user User id report, start by clicking on the User id section to display all available user id reports for that type.

When you select a report in the list, the system will load all report targets that is available to you in your account for that type of report.

If there are a large number of items in the list you have the possibility to narrow it down by using the filter function. Start typing in the filter text box and the visible target targets will be limited to the ones that match you criteria.

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When you have selected one or several target for the report by checking the check box on the left on of each of the items a Execute button will appear.

Click on it to create the report with the settings defined in previous steps. The report is now being created and you may see a progress bar while it is loading if it takes more than a couple of seconds.

Work with a loaded report

Once the report is created and loaded it will be presented as a chart and a spreadsheet under the Result tab.

Column

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descriptions

By hovering or clicking the any column header in the spreadsheet or in the chart you can view show a column description about that columns contentthe content of that report value. This is available throughout the system and is available everywhere that report values are presented.

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You have the possibility to view a loaded report in a different interval groupings by clicking on radio buttons located over the chart. The . 

By selecting for example weekday you can view the result grouped by weekday instead time. The available interval groupings for a report depend on the period that it cover.

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You can tell the system to automatically reload the report at a given interval by checking the auto update checkbox once a report is loaded. This will re-create the report at that interval automatically with the latest information.

Export a report to Excel or another file format

To save the currently loaded report to for example Excel, click on the Export tab and select the export format you prefer and what you want the export to contain.

You can choose select whether you want to save is as a file directly from you browser or if you want to send the export as an e-mail attachment to one or multiple e-mail addresses directly from the system.

The exported files also include built in column descriptions that can be accessed by hovering the column headers or by going to the Column descriptions sheet.

Do you want even more information

If you want to see even more information or create reports that compare different targets side by side you can upgrade to Statistics Extended which contains additional functionality.

In Touchpoint Statistics Extended you get access to the all features in Statistics Basic as well as:

• More information on about of the each report type types i.e. additional columns.
• More charts describing different aspects of the report separately.
• Ability to group reports per target and create reports that compare targets them side by side.
• Customize the content of the report to suit you needs and requirements.
• Create saved reports that can be automatically created and sent with your custom content from the system without any user interaction.

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