- 13 Mar 2024
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Reports and scheduled reports
- Updated on 13 Mar 2024
- 10 Minutes to read
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Who should read this article: Administrators, Supervisors
Voiso enables you to schedule regular reports on your contact center performance so that you do not have to manually run daily or weekly reports.
Introduction
Voiso facilitates the management of your contact center operations by offering versatile reporting capabilities. You can manually generate reports on-demand to stay informed about various activities, or you can let Voiso automatically generate reports for you on critical activities, ensuring timely alerts for important events. Furthermore, Voiso provides the option to schedule reports to provide regular updates on events, changes, and personnel within your contact center.
Historical reports
Voiso historical reports enable you to create reports about the performance of your contact center Agents, Queues, answer-seizure ratio (ASR), billing, sensitive data access, and Wrap-up code usage. You can run most reports manually and on-demand. Some reports may also be scheduled to run regularly.
Scheduled reports are delivered to one or more specified email addresses.
To access the Scheduled reports page, from the Voiso main menu bar, navigate to Reporting > Historical reports.
If the report supports a scheduled report, click Create scheduled report to display the Schedule this report section.
Refer to the following report articles for how to create, schedule, and run specific reports:
Report | Description | Manual | Scheduled |
---|---|---|---|
Agent List | Display a wide variety of agent metrics to evaluate Agent performance | ✔ | ✔ |
In-queue Abandons | Show the percentage of calls abandoned by contacts waiting in Queue | ✔ | ✖ |
In-queue Abandons - Per Hour | Show the percentage of calls abandoned per hour by contacts waiting in Queue | ✔ | ✔ |
Redial Counter | Show the number of call attempts to a destination number during the report period | ✔ | ✖ |
Agent List - Per Hour | Display agent metrics calculated for each hour in a day | ✔ | ✖ |
ASR by country by hour | Show the ratio of the number of successfully connected calls to the number of call attempts by specified country per hour in a day | ✔ | ✔ |
ASR by country | Show the ratio of the number of successfully connected calls to the number of call attempts by country | ✔ | ✔ |
ASR per Caller ID | Show the ratio of the number of successfully connected calls to the number of attempted calls by specified Caller ID | ✔ | ✔ |
Billing report | Outbound calling billing summary by user, Dialer Campaign, and team | ✔ | ✔ |
Sensitive Data Access Report | Monitor access to sensitive data, such as call recordings, by a specific user | ✔ | ✔ |
Wrap-up codes | Wrap-up code usage by team for a specified time period | ✔ | ✔ |
Agent - Daily Sign-in and Sign-out | A daily record of the first sign-in (login) and last sign-out (logout) timestamps for selected agents or teams. | ✔ | ✔ |
Caller ID Risk Check
For contact centers that rely on outbound calling, whether you are running Dialer campaigns or your agents manually dial calls or use click-to-call from your CRM or helpdesk app, the Caller ID Risk Check feature ensures that your Caller ID numbers are not included in any SPAM databases, because if your Caller ID number is flagged, contacts are less likely to answer your calls.
To use the Caller ID Risk Check feature, from the Voiso navigation bar, navigate to Outbound > Caller ID Risk Check. The Caller ID Risk Check page has different tabs you can use to run various risk checks and review risk check reports and history:
Tab | Description |
---|---|
Caller ID Groups | Lists your Caller ID groups. Select one or more Caller ID groups to manually check the numbers for the selected groups or schedule an automatic report. |
Default Caller IDs | Lists Caller IDs assigned to individual users. Multiple users may share the same Caller ID. Select one or more Caller IDs to manually check the numbers for the selected users or schedule an automatic report. |
Dialer campaigns | Lists outbound Dialer campaigns and the number of Caller IDs assigned to each. Select one or more Dialer campaigns to manually check the numbers for the selected campaigns or schedule an automatic report. |
Scheduled reports | Lists all the scheduled reports you have created. Click a report name to manage the report settings. |
History | Lists all the manual and scheduled checks you have run or are actively running. Select a row to determine whether all the numbers are clean or require attention. |
The Caller ID Risk Check scheduled reports feature enables you to set up a regular report that is automatically delivered to the Scheduled reports tab.
To regularly check the Caller IDs that you use for your Caller ID groups, default Caller IDs, and Dialer campaigns, select one of the following tabs in the Caller ID Risk Check page:
To schedule a regular risk check report for your Caller ID groups, default Caller IDs, or Dialer campaigns, click the corresponding tab in the Caller ID Risk Check page, then click Schedule report to display the Schedule report page.
Real-time dashboard reports
The Voiso Real-time dashboards enable you to monitor the performance of your contact center in real time. However, some real-time dashboard widgets also include the capability to generate a scheduled report.
The following widgets allow you to create scheduled reports:
- Agent List
- Redial Counter
- Wrap-up codes
- In-queue Abandons
To open the scheduled report page for the widget, click the Schedule report icon. Widgets that do not support scheduled reports do not have the icon.
Campaign reports
Use the campaign reports and calling list reports to review the results of your Dialer campaigns.
Campaign reports
When a campaign is stopped or completed, Voiso automatically generates a campaign report. To view a campaign report, select Outbound > Dialer campaigns from the navigation bar to open the Dialer campaigns interface. Find the stopped or completed campaign you want in the Campaigns page.
Click the campaign name to display the Edit campaign page. Click the Report tab to view a summary that includes the following entries:
Report entry | Description |
---|---|
General settings | The final campaign settings you specified |
Progress and duration | The percentage complete and the start and stop dates and times |
Metrics | Key campaign metrics, including: ACD, ASR, Abandonment Ratio, Average Waiting Time, and Average wrap-up time |
Call disposition | A pie-chart of call Disposition codes |
Dial attempts distribution | A pie-chart of the number of dial attempts for each call |
Wrap-up codes | A bar graph of your wrap-up codes |
Calling list reports
When a campaign based on a CSV calling list is completed, Voiso automatically generates calling list reports. To view the calling list reports, select Outbound > Dialer campaigns from the navigation bar to open the Dialer camapaigns interface. Find the completed campaign.
Click the campaign to display the Dialer campaign page. Click the Settings tab, then scroll down to Calling list to access the following reports in CSV format:
- Original calling list
- Invalid numbers and duplicates list
- Call dispositions and wrap-up codes list
Click the links to download the reports.
Number validator
Voiso's Number validator feature enables you to perform a bulk lookup of phone numbers to ensure they are valid before using them for outbound dialing. Upload your numbers using a CSV file and then download a report.
The Number validator service helps you prepare for outbound calling campaigns, whether you use the Dialer or manual dialing or whenever you need to check the validity of phone numbers. Use the Number validator provides the following services:
- Checks that your numbers have a valid format
- Verifies that your numbers are allocated to mobile operators and subscribers
- Reports on whether your numbers are available to receive calls
- Provides additional details about your numbers
To access the Number validator, from the Voiso navigation bar, navigate to Outbound > Number validator.
The Number validator page displays a sortable table of all the validation requests you have created. Each request includes the date it was created, how many numbers were checked, and the status of the request. Statuses include In progress, Error, and Completed.
Click a completed request or a request with an error to view the request details. To review the validation results, click Download report to download a CSV of the results. Refer to Number profile and Line activity sections for a description of the fields of the results CSV file. You can also download a record of your original numbers.