To generate a period report for a specific date range, do the following:
- In the Agent Web Console (AWC), click the Reports tab, and then under the Orders section, click Order List.
- On the Order List page, in the left side bar, click the Start Date field and use the calendar that appears to navigate to the desired month and day.
- Click the End Date field and use the calendar to select the desired date.
- Click Create 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. |
Setting a Date Range for Generating a Period Report
You can generate a period report within a single month or encompass multiple months. The output will display information on orders for each day work was processed within the selected date range.
Clicking on any individual date in the Date column of the results will take you to the Summary of Orders page for that date. Clicking on Total at the bottom of the Date column will take you to the Summary of Orders page for all orders within the date range.
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