Good morning
There are limitations with the evaluation overview which include but are not limited to the following:
- Only one evaluator can be viewed at a time (ouch)
- The columns cannot be sorted - so even if I run by form on XX date or date range, I would still need enter each evaluators name to review (not efficient)
- An export cannot be created to run daily/weekly etc... If pulling as an export from interactions under workspace the report is based on interaction date rather than evaluation date
- Reports as a tab were retired in September 2023 so no longer an option.
I would love to see an in-platform solution that did not require the use of an external source to see the quick hit items related to evaluations.
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Glenda Kingston
Sedgwick Claims Management Services, Inc.
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Original Message:
Sent: 10-16-2022 18:21
From: Robert Wakefield-Carl
Subject: Evaluation reports
Kind of, sort of. If you go to Performance then Overview, you can specify a timeframe at the top and see the numbers completed and assigned:

There is a canned report under Reports for Agent Quality, but none for QM managers.
The Avtex Insights product has some more for Evaluations:


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Robert Wakefield-Carl
Avtex Solutions, LLC
Contact Center Innovation Architect
https://www.Avtex.com
https://RobertWC.Blogspot.com
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