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If configured, Speech IQ automatically generates and shares the speech/text analytics data reports and call recording data reports at a specific frequency and time. The automated reports are updated in real-time, generated, and then sent to the selected email recipients in MS Excel files.

To facilitate this feature, you must add the required reports for automated sharing:

  1. On the WFO tab, click Speech IQ >Reporting.
  2. Select the type of report for which you want an automated report to be generated.
  3. Click the Advanced Search icon ().
  4. In the Search window that appears, click Add Automated Report.
  5. For instructions on how to add automated reports, see Adding Automated Reports section in the Administrative User Guide.

You can customize the displayed report table as follows.

OptionProcedure
Display or hide certain columns in the table.
  1. Click the arrow next to any column heading, and then click the Columns option.
  2. If you want to display certain columns in the table, select the checkboxes next to their names.
  3. If you want to hide certain columns in the table, clear the checkboxes next to their names.
Sort the values in a column in ascending or descending order.Click the column heading once or twice as required. Alternatively, you can click the arrow next to the column heading, and then select the Sort Ascending or  Sort Descending option.
Filter the statistics based on a column.Click the arrow next to the column heading, and then use the Filters option. 
Lock or unlock a column.Click the arrow next to the column heading, and then click the Lock or Unlock option.
  • To search for a specific report, use the Filter field.  
  • To refresh the list, click the Refresh icon ().
  1. Double-click on the row that contains the automated report that you want to modify. Alternatively, you can select the row and then click Edit.
  2. In the report details window, modify values in the fields as required. For field descriptions, see Adding Automated Reports section in the Administrative User Guide.
  3. To reset or modify the filters:
    1. On the selected report window, click Update Filters.
    2. Modify the filters as required.
    3. Click Apply.
      The filters are updated for the scheduled report.
  4. Click Save.


  • To download and verify the updates, click Test Report. The report is downloaded into your local folder.
  • To delete an automated report, click Delete.

You can create a copy of an automated report by duplicating the report. Duplicate reports inherit the settings from the original report, but you can make modifications if required.

To duplicate a report:

  1. Select a report and click Copy.
  2. Enter the new report name in the pop-up window that appears.
  3. Click Save.

A duplicate report is created with a different name inheriting the settings of the original report.

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