Feedback

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Viewing Survey Results Using Searches

Create Public Searches and Private Searches to display completed survey results, in table form. After creating a search, use Run a Search to view the survey results in the workspace.

Create a search

  1. Select either the Public Searchers folder or the Private Searches folder and right-click the selection.

  2. On the sub-menu, point to New, and then click Search. The search properties are displayed in the workspace.

  3. The default search name is displayed in the Title box. To rename the search, type a new name.

  4. To add an attribute to the search, click the New Attribute arrow.

    Search New Attribute

  5. Point to Survey, and click the search attribute you want to add to your search.

  6. Select each attribute's search criteria and comparison operator.

    Add search criteria button Use this button to add additional search criteria to an attribute.

    Delete search criteria button Use this button to delete a search criterion from an attribute.

  7. To save a search, click Save Search Save Search Button   on the toolbar.

Note  
You can also create Public and Private Searches using the Menu Bar and the Toolbar. Using the Menu Bar, from the File menu, point to New and click Search. On the Select Search Location dialog, select Private Searches or Public Searches. To create a new Interaction Feedback search using the Toolbar, click New, and on the Create New View dialog, click OK. On the Select Search Location dialog, select Private Searches or Public Searches.

Search order

Surveys are searched using the attributes in the way they are ordered from top to bottom. Use the green arrows Search Order Buttons to change the order of the search attributes

Use the delete Delete Attribute Button  button to delete a selected attribute.

Run a search

To run a search, under Survey Results, select the search, and click Run Search Run Search on the toolbar. The search results are displayed in the workspace.

Search Results

Note  To paste Survey Results information into another application, use Ctrl+C in the Search Results grid to Copy an entire row, or multiple rows, to the clipboard.

Selecting Fields for the grid

To change the Fields that are displayed in the grid, click the Field Chooser on the top left of the grid.
In the Field Chooser dialog select the Fields to display in the grid.

The available fields for the search results grid are described in the following table.

Field Chooser

Field

Description

Agent

Name of the agent whose call is associated with this  survey

Caller

Name of the caller who opted-in to take the survey

Completed

Indicates a True or False value, True indicating all required survey questions were completed, and False indicating all required survey questions were not completed

Date

The Date and Time the survey occurred

Duration in seconds

The total time, in seconds, for the caller to take the survey

Interaction ID

The Interaction ID of the call associated with the survey

Origin

 How the call came in to the system—possible values: Post-Call (used for opt-in surveys), External, Internal, Transfer, or Outbound

Rank

The Rank, or grade, based on the score associated with the survey rank group

Recording ID

The Recording ID of the call associated with the survey

The Recording ID is displayed as a dynamic link. To listen to the recording, click the link to launch the Interaction Recorder playback dialog.

Score

Total survey score

State

Current state of the survey, which include:

  • Abandoned — The caller hung up during the survey and the survey was abandoned

  • Complete — The survey was completed

  • Insufficient Resources — Licensing or some other resource was not available to present the survey

  • Opt-Out — The caller opted out of the survey

  • Error — There was an internal error when attempting to present the survey

  • Not Answered — The call was not answered by an agent

  • Caller Disconnect — The caller disconnected before the survey began

Survey Name

Name of the survey

Type

The type of survey, either Post-Call or On Demand

 

 

For the steps to display completed individual survey results in Interaction Feedback, see Viewing Survey Results in the Dashboard.