Question Data Report

The Question Data Report displays data for the questions and answers in evaluation forms.

You can use this report to identify trends in quality management in your organization. For example, you might notice that agents are failing to greet customers properly, based on the answers to the question, "Did the agent greet the customer?" You may decide that your agents need more coaching as a result.

You must have the Performance Monitoring permission enabled to view these reports.

To generate a Question Data Report:

  1. Click the app selector and select Reporting.
  2. Click Prebuilt Reports.
  3. Select the Question Data Report from the list.

  4. In the report window, define a time frame. The report will run on data from the selected time frame.

  5. Select Teams and then Employees from those teams. The report will collect question data only regarding the evaluations done for those specific employees.

  6. Select which Forms you want to collect question data from. The report will display the questions from the forms you selected as well as the answers given to those questions by the employees you defined in the previous filter.

  7.  Click Run Report.

    The results appear in a grid.

    The column filtering icon on the right lets you add or remove columns from the grid, based on your preferences.

    Use the search bar to find specific results. You can search by employee to see the answers given to questions for or by a certain employee.

    When the report first runs and displays info, the filters are collapsed. Clicking More Filters lets you see all the available filters, and you can pin specific filters to the top of the report, so you can always see them.

  8. If you want to export report data to a CSV/Excel file, click Settings at the top right and select the export option you want.

    The report will be exported and downloaded to your computer.