Reports
Reports allow users to extract and present relevant data in a structured format. Reports can be customized based on requirements and generated separately for each queue, making it easier to track and manage transactions.
Key points of Interact Report page
1. Tailored Customization: Customize reports according to specific preferences and requirements, allowing users to focus on the key metrics and details relevant to their workflow.
2. Queue-Specific Insights: Generate reports against each queue individually, providing a granular view of transactions associated with that queue. This targeted approach enhances precision in tracking and managing transactions within distinct operational areas.
3. Efficient Tracking and Management: The structured format of the reports ensures easy tracking of transactional activities. Management becomes more efficient as users can swiftly navigate and analyze relevant data for informed decision-making.
4. User-Friendly Interface: Robility’s reporting feature offers a user-friendly interface, enhancing accessibility and usability for individuals across various roles within the system.
5. Enhanced Decision-Making: Empower users to make informed decisions by presenting transactional data in a comprehensible and organized manner. The reports act as a valuable tool for strategic planning and process optimization.
How to Create and Download a Report?
Follow the steps below to create and download a report:
1. Log in to Robility Manager and navigate to the project where Interact is configured.
2. Click the Report page.
a. Only users with access to the Report page can create or modify reports.
3. Click Add in the top-right corner.
4. The Report Creation panel appears. Configure the report as follows:
i. Enter the required Report Name.
ii. Select the recipient’s email address from the To Mail ID drop-down and click Enter.
iii. Select the Queue for which the report needs to be generated.
iv. Select the required day variation for generating the report.
v. Select the required fields to be included in the report.
vi. To add additional columns, click Add Column.
vii. Once all the required details are configured, click Save.
5. Once the report is generated, it is available for viewing and download.
How to Modify a Report?
To modify an existing report, such as adding or removing fields or changing email recipients, follow the steps below:
1. Log in to Robility Manager and navigate to the project where Interact is configured.
2. Click the Report page.
a. Only users with access to the Report page can create or modify reports.
3. Click Edit against the report you want to modify.
4. In the Report panel, make the required changes:
i. Add or remove the required fields.
ii. Add or remove email recipients.
iii. Once the required changes are made, click Save.
5. The updated report is available for viewing and download once it has been generated.
Removal of Reports
The Report page allows authorized users to remove unused reports to prevent them from being generated. Follow the steps below to remove a report:
1. Log in to Robility Manager and navigate to the project where Interact is configured.
2. Click the Report page.
3. Only users with access to the Report page can perform report management actions.
4. Click Remove against the report you want to delete.
5. The selected report is removed successfully.
How to Generate a Live Report?
The Live Report feature allows users to generate an instant report of transactions based on a selected queue, fields, and date range. This provides a real-time view of transaction data for monitoring and tracking purposes.
Follow the steps below to generate a Live Report:
1. Log in to Robility Manager and navigate to the project where Interact is configured.
2. Click the Report page.
i. Only users with access to the Report page can perform report management actions.
3. Click LiveReport.
i. A pop-up window appears to configure and generate the report.
ii. Select the Queue as the source.
iii. Select the required Fields and Date Range.
iv. Click Search to generate and display the list of transactions.
4. To export the transactions, click ExportToExcel in the top-right corner.
5. The report is downloaded to the local system as an Excel file.
