Individual Schedule Summary Report

The Individual Schedule Summary report is an Interaction Optimizer scheduling report. It shows the totals for scheduled activities for an individual based on an Interaction Optimizer published schedule. Use this report to view a summary of planned activities for an individual's projected workload. This report summarizes the total amount of time for each activity per day, and it includes Total and Paid hours.

Parameters

Specify a Schedule Name and a start and end range to include in a report. You can also specify a Published Date and user names to include in a report.

Report Log Tables	Interaction Administrator Unique Report Identifier
IO_ActivityType IO_Schedule IO_ScheduleInterval IO_Agent IO_NamedSchedule IO_Activity	USER_SCHEDULE_SUMMARY

 

 

 

Report Element	Report Field or Value	Field or Value Description
Report Title	ReportTitle	Individual Schedule Detail
Schedule Name	ScheduleName	Schedule Name, list of Schedule Names, or range.
Publish Date	PublishedDate	Date of Interaction Optimizer published schedule
Users Username	Users	Agent and supervisor names from the generated Interaction Optimizer published schedule. Name of the individual whose scheduled work activities are generated in this report.
First day of week		Enter the number for the first day of the week. For example, 1=Sunday, 2=Monday, and so on.

Record Selection Criteria for this report includes:

{IO_NamedSchedule.ScheduleName} in {?ScheduleName} and

Datevalue(ININ_ConvertUTCTimeToLocalTime ({IO_NamedSchedule.PublishedDateTimeUTC} )) in {?PublishedDate} and

{IO_Agent.UserName} in {?Users}