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The Reports module will allow administrators and supervisors of the platform to generate and download reports with relevant information about the operation of your business, such as information on managed cases, incoming and outgoing interactions, agent performance and performance statistics, among others. These reports will be downloaded as Excel files, and filters can be applied for campaigns, agents, dates, and times during their generation.
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You can access the Reports module through the side menu, and Sagicc will take you to the Generated Reports view where you can visualize the reports that have been generated to date.
Generated Reports
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Each generated report will be available for download for up to 30 DAYS after its generation. After 30 days, the report will be deleted from Sagicc's servers and cannot be downloaded. Make sure to download all your reports and save them on your local computer. |
Scheduled Reports
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Scheduled reports are those that generate a report periodically, based on the selected filters and date ranges. In this view, you can track all the scheduled reports in the platform and view the date of the last generation of each one. Once the reports are generated from a scheduled report, you can download them in the Generated Reports view.
Generate Reports
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To generate a report, click on the Generate Report button in the Reports module. Sagicc will take you to a form with 4 steps where you need to specify the configuration and different filters for the report generation.
Primero, selecciona el tipo de reporte a generar. Sagicc cuenta con una gran variedad de reportes predeterminados disponibles (lee el anexo Tipos de Reportes para más información). Luego, digita un nombre para identificar el reporte dentro de la plataforma.
En el paso 2, selecciona una o más campañas del listado. Al hacerlo, el reporte generado contendrá solamente información relacionada con las campañas seleccionadas. En caso se que quieras seleccionar una campaña que se encuentre inhabilitada o eliminada, haz clic en la casilla Mostrar CAMPAÑAS inhabilitadas o eliminadas.
En el paso 3, selecciona uno o más usuarios del listado. Al hacerlo, el reporte generado contendrá solamente información relacionada con los usuarios seleccionados. En caso se que quieras seleccionar un usuario que se encuentre inhabilitado o eliminado, haz clic en la casilla Mostrar USUARIOS inhabilitados o eliminados.
En el último paso, selecciona las fechas y horas para filtrar los datos del reporte. Al hacerlo, el reporte contendrá solamente información creada entre el rango de fechas especificado. En caso de que quieras que tu reporte sea programado, haz clic en la casilla Crear como REPORTE PROGRAMADO.
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Los reportes programados son aquellos que generan un reporte periódicamente, basado en los filtros y rangos de fecha seleccionados. |
Para configurar un reporte programado debes seleccionar lo siguiente:
Periodicidad: es la frecuencia de generación del reporte, es decir, cada cuánto tiempo el reporte programado generará un reporte. Puedes escoger entre Diaria, Semanal o Mensual.
Día de Generación: Especifica el día de la semana (para la periodicidad semanal) o del mes (para la periodicidad mensual) en el cual será generado aporte.
Hora de Generación: Especifica la hora del día en la cual será generado reporte.
Rango de Fechas: Especifica el rango de fechas que se utilizará como filtro para los datos del reporte. Puedes seleccionar uno de los siguientes rangos: Hoy, ayer, esta semana, semana anterior, últimos 7 días, este mes, mes anterior, últimos 30 días últimos tres meses, últimos 90 días, últimos 6 meses, este año.
Por último, haz clic en Generar para guardar la información del reporte. Si el reporte NO es programado, comenzará a procesarse inmediatamente y podrá ser descargado cuando su estado en la vista de Reportes Generados cambie a Generado. Si el reporte ES programado, los reportes comenzarán a generarse teniendo en cuenta la periodicidad y configuración del mismo.In the first step, Report Type Configuration, select the type of report you want to generate. Sagicc has a wide variety of predefined reports available (see annex Tipos de Reportes for more information). Then, enter a name to identify the report within the platform.
In step 2, Campaigns Configuration, you can select one or more campaignsfrom the list. By doing so, the generated report will only include information related to the selected campaigns. If you want to select a campaign that is disabled or deleted, click on the “Show Disabled or Deleted CAMPAIGNS” checkbox.
In step 3, Agents, Configuration, you will be able to select one or more users assigned to the campaigns selected in the previous step. By doing so, the generated report will only contain information related to the selected users. If you want to select a user that is disabled or deleted, click on the “Show Disabled or Deleted USERS” checkbox.
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By default, the reports will only include information generated by the selected users, excluding the system user (Sagicc Sistema) by default. If you need to view information generated by the system user, you must select it from the available user list. |
In the last step, Dates and Scheduling Configuration, select the dates and times that will be used to filter the data of the report. By doing so, the report will only contain information created between the specified date range. If you want your report to be scheduled, click on the “Create as SCHEDULED REPORT” checkbox.
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Scheduled reports are those that generate a report periodically, based on the selected filters and date ranges. |
To configure a scheduled report, you need to select the following:
Frequency: This is the frequency of report generation, i.e., how often the scheduled report will generate a report. You can choose from Daily, Weekly, or Monthly.
Generation Day: Specify the day of the week (for weekly frequency) or day of the month (for monthly frequency) on which the report will be generated.
Generation Time: Specify the time of day when the report will be generated.
Date Range: Specify the date range that will be used as a filter for the report data. You can select from the following ranges: Today, Yesterday, This Week, Last Week, Last 7 Days, This Month, Last Month, Last 30 Days, Last Three Months, Last 90 Days, Last 6 Months, This Year.
Report Recipients: Select here one or more administrator and supervisor users who will receive an email informing them about the generation of the report once it's ready, along with the link for download.
Finally, click on Generate to save the report information. If the report is NOT scheduled, it will start processing immediately and can be downloaded when its status in the Generated Reports view changes to Generated. If the report IS scheduled, the reports will start generating based on the frequency and configuration set.
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