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    Article summary

    Category report lists the count and value for various outcome categories for the selected filter criteria. Go to Report List > Category to view report parameters.

    To view reports:

    1. Select the Time Period from Today, Yesterday, This Week, This Month and Custom. If you select Custom, select the Start Date and End Date.

      Note:

      The database is updated at 15-minute intervals, at -00 -15, -30, -45 every hour. If you select any in-between time (say 3:35pm) as the To date for your Summary report, the populated report does not contain data for the time 3:30:01 to 3:44:59 (in HH:MM:SS).

    2. Select the Channel type from Voice, SMS or Email.

    3. Select the Filter Criteria. For more information, see Report Filter Criteria.

    4. Click Show Records to populate the report.

    5. Click Export to export the contents of the report into an Excel (xlsx) or CSV file. By default, the report is exported as XLSX.

    Fields

    Report displays the following parameters:

    Fields

    Description

    Category_Name

    Category name.

    Category_Count

    Count of calls for this category.

    Total_CategoryValue

    Total category value for this category.

    Category_Percentage

    The percentage achieved for this category.

    (CategoryCount / TotalCategoryValue) * 100


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