How do I access 1-to-1 meeting records?

Getting started

Go to 1-to-1s & actions and select 1-to-1 records & actions from the menu. Like all reporting, what you see here is dependant on your reporting-level access and permissions.

Reporting Views

As a manager, you can view data in different ways depending on your permissions.

Hierarchical View: As a manager, you'll enter the report at your reporting-access level to view a summary of meetings and actions. From here, you'll be able to drill down further before selecting to view a specific agent's records and actions.

Agent & Team Views: As a manager, you'll see a full list of all agents or all teams under your reporting-access level.

View my records: As an agent, you'll be taken directly to your list of 1-to-1 meeting records and actions. As a manager who may have been the participant of a meeting, selecting this option will reveal such meetings

Customer reporting View: As a manager, you'll be able to access meetings and actions for agents in any custom reporting groups you've been assigned permission to access.

Manager View: Users assigned the permission View 1-to-1s for all managers can access the 1-to-1 meeting records for all managers who have been the participant of a meeting.

Date Range & Filters

Like other reports on EvaluAgent, you can choose from a variety of filters to narrow down your search.

User 1-to-1 meeting records

At the very bottom of the report, you can access the 1-to-1 meeting records of a specific user. You also have access to the user's actions.

If you have the permission Delete 1-to-1s and actions, you will have the option to View or Delete the meeting. Otherwise, you'll only have the option to View the meeting.

If the session was made private, you will only be able to view the meeting record if you are the meeting participant, or the meeting facilitator, or you are neither but you have the permission to View private 1-to-1s. Otherwise, you will see a padlock alongside the meeting record in the table.

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