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.