U19 Pop-Out Help

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Scorecard Queue shows all the auto-executed scorecards and generates a report each time a scorecard is executed.

Generating the Report

  1. Click the Advanced Search icon.
    The  Search window appears.

  2. As required, specify values in the fields and sections.

    Expand
    titleField Descriptions

    Section

    Description

    Date Selector

    Time period (either a date range or a custom period) for the report or recordings.

    Scorecards

    Scorecards that are applicable for the interactions.

  3. Click Apply.
Expand
titleCustomizing Report Table

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.
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titleExporting/ Refreshing Report
  • To export the displayed report to a Microsoft Excel workbook, click the Export icon.
  • To refresh the data in the table, click the Refresh icon.

Saved Search

If you frequently search for a report by using the same search criteria, you can save your search criteria for future use. A 'Saved Search' refers to the saved search criteria.

Expand
titleCreating a Saved Search
  1. Click the Advanced Search icon.
    The  Search window appears.

  2. As required, specify values in the fields and sections.

  3. Click Save.
    The Save Search window appears.

  4. In the Name field, specify a name with which you identify the search, and then click Save.

You can modify a saved search by first accessing the saved search and then clicking the Advanced Search icon.