How do I pull a quality assessment report?

Step 1: Click the Reports button on the quality manager dashboard.

Step 2: This view will give you access to all the reporting functions. Select Quality Assessment.

Step 3: Define the criteria for your report: 

• Select Team
• Select  the name of a specific agent or select 'all'
• Select the QA form
• Add a date. You can select the month you want to draw a report of

Click Download Report

Step 4: Once the report has been generated, it will be automatically downloaded. It will be delivered as a CSV file, which can easily be imported into Excel.