Evaluation Reports Users 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 Report Users tab.

To set a report filter for one or more agents:

1. In the New Evaluation Report window, navigate to the Users Tab.
2. Show Inactive Members checkbox:
   • If checked, then a list of active and inactive users will be pre-populated in the Selected Resources table.
   • If an agent user included in a group is deleted from CxQM, then that user will be excluded from the Selected Resources table.
   • If an agent name (Joe Jamis) doesn’t match up with the currently configured agent name (Joe Jarvis), then that agent will be excluded from the Selected Resources table.
3. Select the agent(s) from the Available Resources table and move to the Selected Resources table. Choose one of the following.
   1. Select one or more appropriate agents in the Available Resources table by using the SHIFT and/or CTRL key while selecting.
   2. Drag and drop your selection to the Selected Resources table or click Add (>>).
   3. To remove a selection in the Selected Resources table, select the user and click Remove (<<).
4. Sort the columns by clicking on the any of the column headers in the Available or Selected Resources tables.