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Reviewing Completed Evaluations - Missing data

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  • 1.  Reviewing Completed Evaluations - Missing data

    Posted 03-08-2021 12:12
    No replies, thread closed.
    This image is what I see when I click on Agents>Evaluations.


    When I then click on Chris's name to see all of the individual evaluations, there are 4 evals missing. This is happening every month and for multiple agents. Some show the same number of evaluations on the main screen, but most are showing fewer. This means I can't do trending and other analysis. Where are the missing evaluations? How do I get to them>


    #Ask Me Anything (AMA)
    #QualityManagement
    #Unsure/Other

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    Amber Krueger
    Ultimus Fund Solutions
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