Built-In Quality Evaluation Reports
CxQM comes with built-in quality evaluation public report designs for most common reporting needs. Built-in report designs can be copied, modified, named and saved as a new report.
Any report will require Name, Date Range, Primary Series, Graph Type and Reported Data selections be made before a report may be run.
The New Evaluation Report > Report Settings tab defines these values for the report. This tab allows the user to choose what data to use for the X-axis, and what data to include in the Y-axis. Typically it’s best to trend one Reported Data point such as Total Score by Question by one Primary Series such as Evaluator.
The built-in Evaluation reports and their settings include:
Built-In Form |
Evaluation Form |
Date Range |
X Axis (Primary Series) |
Y Axis ((Reported Data) |
Graph Type |
---|---|---|---|---|---|
Multiple |
Current Year |
Agent |
Average Total Score |
Bar |
|
Multiple |
Current Year |
Evaluator |
Average Total Score & Average Skillset Score |
Bar |
|
Multiple |
Current Year |
Group |
Average Total Score |
Line |
|
One evaluation needs selecting |
Current Year |
None |
Per Question (requires one eval to be selected) |
Table |
|
Multiple |
Current Year |
Evaluator |
Total Evaluation Count |
Table |
|
Multiple |
Current Year |
List Evaluations |
Selected Reported Data columns you choose |
Table |
|
One evaluation needs selecting |
Current Year |
Agent |
Per Question |
Table |
|
One evaluation needs selecting |
Current Year |
Evaluator |
Per Question (requires one eval to be selected) |
Table |
|
One evaluation needs selecting |
Current Year |
Group |
Per Question (requires one eval to be selected |
Table |