To generate a period report for a specific date range, do the following:
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In the Agent Web Console (AWC), select the Reports tab, and then under the Orders section, select Order List.
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On Order List, in the side bar, select the Start Date field and use the calendar that appears to navigate to the desired month and day.
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Select the End Date field and use the calendar to select the desired date.
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Select Create Report.
Note
Only the orders that have been submitted for the past two years up to the previous day display in the Order List report.
The following data is returned in the results table:
|
Section |
Purpose |
Details |
|
Date |
Open a summary page for a particular date. |
In the Date column, click on the link for a date where you want to see summarized customer activity. |
|
Approved |
Daily transaction activity key values columns. |
Each of these general columns is comprised of the following three columns: • Orders: Number of orders • Amount: Total cost for all orders • Average: Total cost of the orders divided by the number of order |
|
Reviewed |
Daily transaction activity key values columns. |
Each of these general columns consists of the same three columns found in Approved. |
|
Escalated |
Daily activity of transactions that were escalated. |
Each of these general columns consists of the same three columns found in Approved. |
|
Declined |
Daily activity of transactions that were declined. |
Each of these general columns consists of the same three columns found in Approved. |
|
Totals |
Totals of all daily transaction activity. |
Each of these general columns consists of the same three columns found in Approved. |
|
Total |
Identify the total for each vertical column for all days in the date range. |
These totals apply to the Orders, Amount and Average for each section. |
You can generate a period report within a single month or over multiple months. The output displays information on orders for each day work was processed within the selected date range.
Selecting on any individual date in the Date column of the results takes you to Summary of Orders for that date. Selecting Total at the bottom of the Date column takes you to Summary of Orders for all orders within the date range.
Note
Sorting on the Total Amount field results in the correct value displaying above the highest number record rather than $0 record.
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