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The Statistics Basic reports is designed to be easy to learn and use while providing you with the most common report requirements. To access the Statistics Basic reports click on the icon Statistics Basic on the start page or navigate to the page through the menu.
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Select report parameters
Start by selecting defining the period you want your the report to cover by selecting a from-date and a to-date.
Select the from and to date by clicking on the calendar icon icons to the right of the from and to dates to open a calender where you can select a datethe dates. You can switch between months by using the arrows at the top.
Select the time of the day(s) you want the report to include by clicking on the clock icon to the right.
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Select which report you want to create by clicking on the drop down list . The to view the available reports is grouped by the type they target.
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When you select a report in the list, the system will load all report targets that is available in from your account for that type of report.
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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 targets will automatically be limited to the ones that match you criteria.
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When you have selected one or several target targets for the report by checking the check box on the left 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 message while it is loading if it takes more than a couple of seconds for the system to create the report.
Work with a loaded report
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Column descriptions
By hovering or clicking on the any column header headers in the spreadsheet or in the chart you can show a description about the content of that report value. This is available throughout the system and is available accessible everywhere that report values are presented.
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By selecting for example weekday you can view the result grouped by weekday instead of by time. The available interval groupings for a report depend depends on the period that it cover.
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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 select then choose 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.
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The exported files also include built in column descriptions that can be accessed by hovering the column headers or by going to the Column column descriptions sheet.
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| Note that all charts in Excel are native Excel charts and can be edited. The values can also be filtered and sorted by clicking on the down-arrow in the column header cells. |
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In Touchpoint Statistics Extended you get access to all the all features in Statistics Basic as well as:
- More information about of the each report types i.e. additional columns and additional reports ex: agents per queue.
- More charts describing different aspects of the report separately.
- Ability to group reports per target and compare 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 interactionat a user defined schedule.