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Account Code Call Summary by Date Report

The Account Codes Call Summary by Date Report displays an interaction summary for each date including the number of interactions, total duration, and average duration. This supervisor report is designed to help a user determine what account codes were used on based on a summary of the user’s interactions for a specific date range.

Note
This report will not include interactions that were not assigned an account code. Currently, there is no way to query a range of account codes for a record that has a null value for account code. If you want to report on interactions that have no account code assigned, see the User Call Detail report.

Parameters

You specify a range of dates, times, users, site IDs, and account codes to include in the report. IC sorts this report by account code and date in ascending order, and then by user in alphabetical order.

Report Log Tables

Interaction Administrator Unique Report Identifier

CallDetail

AccountCodeMirror

ACCOUNT_CODE_CALL_SUMMARY_BY_DATE_NAME

 

Sample report

Click on the image below to view a sample of this report.

 

Report Element

Report Field or Value

Field or Value Description

Account Code

AccountCode

The name of the selected account code. This displays the number as well as the account code name.

User

LocalUserId

The name of the IC user included in the specified range of users.

Extension

LocalNumber

The extension of the IC user.

Date

ConnectedDate

The date for each day included in the date range for this the report.

Time

ConnectedTime

The time each connected interaction was placed or received by the IC user.

Total Calls

Count of ConnectedDate

The summary of the total number of interactions the user placed or received during the specified date range for all account codes.

Avg. Duration

Avg (CallDurationSeconds)

The average amount of time the user spent on all inbound and outbound interactions during the specified date range and all account codes. This number is displayed in hh:mm:ss format.

Outbound Calls

Count (CallDirection); CallDirection =Outbound

The count of the interaction direction where the interaction direction is outbound for interactions placed by the current user for the date range specified and for all account codes.

Avg. Out Duration

Avg (CallDurationSeconds); CallDirection = Outbound

The average amount of time the user spent on outbound interactions during the specified date range and for all account codes. This number is displayed in hh:mm:ss format.

Inbound Calls

Count (CallDirection); CallDirection = Inbound

The count of the interaction direction where the interaction direction is inbound for interactions placed by the current user for the date range specified and for all account codes.

Avg. In Duration

Avg (CallDurationSeconds); CallDirection = Inbound

The average amount of time the current user spent on inbound interactions during the specified date range and for all account codes. This number is displayed in hh:mm:ss format.

Number of Calls

Count (ConnectedDate); by AccountCode

The total number of interactions placed or received by the current user for a particular account code and the specified date range.

Avg. Duration

Avg (CallDurationSeconds); by AccountCode

The average amount of time the current user spent on all inbound and outbound interaction during the specified date range for a particular account code. This number is displayed in hh:mm:ss format.

Number Out Calls

Count (CallDirection); CallDirection = Outbound; by AccountCode

The number of outbound interactions for the current user during the specified date range for a particular account code.

Avg. Outbound Duration

Avg (CallDurationSeconds); CallDirection = Outbound; by AccountCode

The average duration of outbound interactions for the user during the specified date range for a particular account code.

Number Incoming Calls

Count (CallDirection); CallDirection = Inbound; by AccountCode

The number of inbound interactions for the user during the specified date range for a particular account code.

Avg. In Duration

Avg (CallDurationSeconds); CallDirection = Inbound; by AccountCode

The average duration of inbound interactions for the user during the specified date range for a particular account code.

Account Code Name

AccountName

The name of the client / customer as entered into Interaction Administrator.

Total Duration

Sum(CallDurationSeconds)

The total amount of time spent on all interactions for a given account code for a given user on a given day. This number will be expressed as hh:mm:ss

Outbound Duration

Sum(CallDurationSeconds); CallDirection = Outbound

The total amount of time spent by the selected users on outbound interactions during the specified date range and for all account codes. This number will be expressed as hh:mm:ss.

Inbound Duration

Sum(CallDurationSeconds); CallDirection = Inbound

The total amount of time spent by the selected users on inbound interactions during the specified date range and for all account codes. This number will be expressed as hh:mm:ss.

Record Selection Criteria:

{CallDetail.ConnectedDate} in {?StartDateTime} to {?EndDateTime} and

{CallDetail.LocalUserId} in {?StartUser} to {?EndUser} and

{CallDetail.SiteId} in {?StartSiteId} to {?EndSiteId} and

{CallDetail.AccountCode} in {?StartAccountCode} to {?EndAccountCode}

Formulas:

All times are expressed as hh:mm:ss. This formula is used throughout the report to convert seconds to hh:mm:ss. This formula is external to the report file.

Averages are calculated (see below) by taking the sum of the CallDurationSeconds field and dividing by the count of the ConnectedDate. We are not calculating the average of an average. We recalculate the formula below to figure the Grand Total Averages.

Averages – Sum(CallDetail.CallDurationSeconds) / Count(CallDetail.ConnectedDate)