Evaluation Report Groups Tab

You must have the default Administrator or Supervisor role or a custom role that includes the Reports > Evaluation Reports > Full Control permission to use the Evaluations Group tab.

To set a report filter for one or more Groups:

1. In the New Evaluation Report window, navigate to the Groups Tab.
2. Only Current Members check box:
   • Check this box to exclude any user that has been deleted from the group.
   • Uncheck this box to include any report data for all members of the group despite if they have been deleted from CxQM.

   Since users within a group may be deleted or reassigned, the Only Current Members checkbox distinguishes between previous and current group members. Only current users will be pre-populated on their respective filter tabs. If an agent, port or mobility user is deleted and the Only Current Members checkbox is enabled, then those users will be excluded from the report. If the name of the agent, port or mobility user doesn’t match up with currently configured user name; then that user will be excluded from the report.

3. Select the group(s) from the Available Resources table and move to the Selected Resources table.
   1. Select one or more appropriate groups in the Available Resources table by using the SHIFT and/or CTRL key while selecting and click on Add (>>).
   2. Drag and drop your selection to the Selected Resources table.
   3. To remove a selection in the Selected Resources table, select the group and click Remove (<<).
4. Sort the columns by clicking on the any of the column headers in the Available or Selected Resources tables.