Reports and scheduled reports
    • 13 Mar 2024
    • 10 Minutes to read
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    Reports and scheduled reports

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    Article summary

    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.

    Tip

    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.

    Reporting Scheduled Reports Page

    If the report supports a scheduled report, click Create scheduled report to display the Schedule this report section.

    Reporting Create Report View Schedule This Report Section

    Refer to the following report articles for how to create, schedule, and run specific reports:

    ReportDescriptionManualScheduled
    Agent ListDisplay a wide variety of agent metrics to evaluate Agent performance
    In-queue AbandonsShow the percentage of calls abandoned by contacts waiting in Queue
    In-queue Abandons - Per HourShow the percentage of calls abandoned per hour by contacts waiting in Queue
    Keyword GroupThe use of a keyword group by agents and teams for a specified date or date range
    Redial CounterShow the number of call attempts to a destination number during the report period
    Agent List - Per HourDisplay agent metrics calculated for each hour in a day
    ASR by country by hourShow 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 countryShow the ratio of the number of successfully connected calls to the number of call attempts by country
    ASR per Caller IDShow the ratio of the number of successfully connected calls to the number of attempted calls by specified Caller ID
    Billing reportOutbound calling billing summary by user, Dialer Campaign, and team
    Sensitive Data Access ReportMonitor access to sensitive data, such as call recordings, by a specific user
    Wrap-up codesWrap-up code usage by team for a specified time period
    Agent - Daily Sign-in and Sign-outA 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:

    Outbound Caller ID Risk Check Default Page

    TabDescription
    Caller ID GroupsLists 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 IDsLists 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 campaignsLists 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 reportsLists all the scheduled reports you have created. Click a report name to manage the report settings.
    HistoryLists 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.

    Outbound Caller ID Risk Check CID Groups Scheduled Report

    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.

    Reports And Scheduled Reports Widgets

    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 entryDescription
    General settingsThe final campaign settings you specified
    Progress and durationThe percentage complete and the start and stop dates and times
    MetricsKey campaign metrics, including: ACD, ASR, Abandonment Ratio, Average Waiting Time, and Average wrap-up time
    Call dispositionA pie-chart of call Disposition codes
    Dial attempts distributionA pie-chart of the number of dial attempts for each call
    Wrap-up codesA bar graph of your wrap-up codes

    Dialer Campaign Report

    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

    Dialer Calling List Reports

    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.

    Outbound Number Validator Page

    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.

    Outbound Number Validator Page Request Details


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