How to Generate Reports
Step 1: Navigate to the Exporter
Navigate to the conversation analytics report by following these steps: Reporting > Exporter > Conversation Analytics
Step 2: Apply Filters
Customise your report by selecting the filters that suit your needs:
- Date Range (Required): Choose the start and end dates for the conversations you want to analyse.
- Source/Integration (Required): Select the integration/data source that you want to generate reports from.
- Agent(s) (Optional): Choose if you want the report to be generated for specific agents to analyse. All agents are selected by default.
- Metadata (optional): Choose if you want to include metadata from your conversation provider (CCaaS, Live chat or Ticketing provider) in the report. At the moment, you are limited to adding 20 metadata fields to the existing conversation analytics report fields.
Step 3: Generate Report
Click the "Generate" button to generate your report. The data request will be queued and processed, and a CSV file will be created.
Step 4: Download the Report
The report will be delivered in two ways:
- Email: A download link to the report will be emailed to you once the report is available to download.
- Platform Download: The report will also be available for download directly from the conversation analytics page.
FAQs
-
What data fields are available?
-
Depending on your account set-up and the integration you use, you can get the following fields in the reports: Contact ID, 3rd party reference, Source ID, Contact date, Agent ID, Agent name, Handle time (total time of the conversation), Channel/Integration, Number of responses, Has_Audio (true or false), Silence Duration (total period of silence), Overtalk Instances, Sentiment, Overall sentiment (score), Agent sentiment [Very Negative, Negative, Neutral, Positive, Very Positive], Agent sentiment score, Customer sentiment [Very Negative, Negative, Neutral, Positive, Very Positive], Customer sentiment score, Prolonged sentiment [Very Negative, Negative, Neutral, Positive, Very Positive], Insight Topics, xNPS Outcome, xNPS reasoning (text), Reason for contact, Opening, Requirements, Discussion, Outcome.
- The report will also include any metadata fields that you include.
-
-
Is the data available via API?
- Yes, you can read the Evaluagent API docs for more information.
-
What platforms can I use this data on?
-
Your data is compatible with data analysis tools like Power BI, Tableau, Metabase and many others.
-
Comments
0 comments
Article is closed for comments.