Genesys Cloud (formerly PureCloud)

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Pulling Year To Date

  • 1.  Pulling Year To Date

    Posted 08-04-2020 11:42

    I'm not able to pull year to date data under the "Queue" selection under "Performance". It was an option on the older version of PureCloud however it's not available now. I tried changing the dates however I need to refresh multiple times to obtain the data.

    And the supplied reports are horrible.

    Is there a better way on pulling year to date or even customize the dates to pull reports?



    Jose Febus
    Director, Contact Center Operations
    MSO Operations
    Office: 951.280.7862
    Email: jose.febus@agilonhealth.com


    #Reporting/Analytics

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    Jose Febus
    Agilon Health
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  • 2.  RE: Pulling Year To Date

    GENESYS
    Posted 08-04-2020 17:12
    Are you looking for something like this?


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    George Ganahl GCP (Genesys Cloud), ICCE
    Principal Technology Consultant
    Genesys
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  • 3.  RE: Pulling Year To Date

    Posted 08-04-2020 17:30
    correct.... when I change the dates, I would need to refresh multiple times... I'm asking for an option....



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    Jose Febus
    Agilon Health
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  • 4.  RE: Pulling Year To Date

    GENESYS
    Posted 08-04-2020 18:10
    I just used the navigation arrows to show the correct months, then selected the begin and end dates in the calendar. Then clicked the big gray arrow bottom right.



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    George Ganahl GCP (Genesys Cloud), ICCE
    Principal Technology Consultant
    Genesys
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  • 5.  RE: Pulling Year To Date

    Posted 08-04-2020 18:23
    You are correct... I have been doing the same process for months.. However I have to refresh my screen multiple times to pull the data. This is why we added Bright Metric as part of our reporting... I would love to use PureCloud but it's more difficult to use.... I'm just asking to add a year to date option to the menu like every other contact center I used in the past.

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    Jose Febus
    Agilon Health
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  • 6.  RE: Pulling Year To Date

    Posted 08-10-2020 12:34

    I'm still not able to pull YTD data on PureCloud. Does anyone have the answer?

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    Jose Febus
    Agilon Health
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  • 7.  RE: Pulling Year To Date

    GENESYS
    Posted 08-10-2020 15:07

    I don't understand what you mean by having to do multiple screen refreshes when selecting the dates. I select the dates once, apply it, and have all the data for the year-to-date. 

    Are you meaning it doesn't all display on one long web page, so you have to click through page by page?



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    George Ganahl GCP (Genesys Cloud), ICCE
    Principal Technology Consultant
    Genesys
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  • 8.  RE: Pulling Year To Date

    Posted 08-10-2020 15:31

    I customized the dates to reflect year to date. When I click on the right arrow, the display is blank. I receive an error message of "A Request couldn't be completed, Refresh to try again."

    I literally have to refresh 8-10 times to get data.





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    Jose Febus
    Agilon Health
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  • 9.  RE: Pulling Year To Date

    GENESYS
    Posted 26 days ago
    That sounds like you have too much data for the cloud to return in a timely manner. You'll probably have to open a case with Care to have them see what is happening in the background for those data requests. I don't have much data, so it returns pretty quickly in my personal org, and even in our demo org for GU it completes in under 10 seconds.

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    George Ganahl GCP (Genesys Cloud), ICCE
    Principal Technology Consultant
    Genesys
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