Campaign Line Summary Report Help

You can streamline your report by populating the fields listed below. However, populating the below fields is not mandatory to generate a report.

• Date Range: Enables you to type dates or choose them using the calendar drop-down buttons. The calendar allows you to select the start and end date ranges.
  • Advanced Date Configuration: Launches the Advanced Date Configuration selection interface. Click the link next to the calendar button to launch the interface. 
    • You can select multiple sequential or non-sequential dates by using the Multiple option. You may enter dates in the MM/DD/YYYY format, or select them using the calendar button.
• Call Center: Select a call center with a drop-down menu.
  • Multiple Call Center Selection: Launches the multiple call center selection window. Click the link next to the Call Center drop-down menu to launch the selection window.
    
    • You can choose Multiple Services by holding down the Ctrl key.
    • You can sort services in ascending or descending order by clicking the header. Navigate using the scroll bar along with the page buttons located both on the side and at the bottom of the selection criteria window.
    • Use the arrow buttons to move the selection to the right-hand box. You may choose to move one service or call center at a time using the single arrow buttons or all services/call centers with the multiple arrow buttons.
• Service: Select a specific service using the Service drop-down box. If you select a particular call center prior to selecting a service, only the services available for that specific call center appear.
  • Multiple Service Selection: Launches the multiple service selection window. Click the link next to the Service drop-down menu to launch the selection window.
    • You can choose Multiple Services by holding down the Ctrl key.
    • You can sort services in ascending or descending order by clicking the header. Navigate using the scroll bar along with the page buttons located both on the side and at the bottom of the selection criteria window.
• Campaign: Allows you to select a particular campaign for the report. 
• Campaign Pattern: Allows you to search by a portion of the campaign name. This is useful for running reports on a specific book of business with a similar filename.
  • The % symbol acts as a wildcard. If searching for filenames with a shared beginning (like new_business_date_time or Bobsaccounts_metal), type the shared component and then the wildcard (new_business% or Bobsaccounts%).
• Show Results: Provides the automated disposition codes accumulated for the specific campaign. This setting is selected by default.
• Show Termination Codes: If the selected campaign was run on an agent desktop service with disposition codes, the total of these codes is displayed within the report.
• Generate Detailed Report: Provides the ability to generate a report with detailed information.
• Generate Compact Report: Provides the ability to generate a report in a flat format. Each campaign is listed on one line within the generated report making it easier to manipulate the data if exported to Excel.   
• Generate Chart: Provides a graphical view of key metrics.
• Service Type: Allows you to select a specific service type using the Service Type drop-down list. If a service type is selected, only the services available for that specific service type appear in the Services drop-down list.
  
  • Multiple Service Selection – Launches the multiple service type selection window. Click the link next to the Service Type drop-down menu to launch the selection window.
    
    • You can choose multiple Service Types by holding down the Ctrl key.
    • You can sort Service Types in ascending or descending order by clicking the header. Navigate using the scroll bar along with the page buttons located both on the side and at the bottom of the selection criteria window.

After choosing the search parameters, generate the report by clicking the Generate Report button to the right of the search options. Depending on the options selected, you will have Default, Compact, or Detailed modes.

The result codes positioned horizontally at the top of the report are explained in the Real Time Report's help section.