The Evaluation Detail report is the main report that an evaluator uses when providing feedback to an evaluated agent. At the very minimum it contains the questions on the grading form and the answers given. Evaluator notes are shown at the bottom of the grading form. There are also spaces where, if the form is printed, the agent and evaluator can both sign the form to certify that the evaluation has been delivered and it can be filed for HR purposes.

The form also contains a link to a read-only version of the grading form where the user can listen to the call and view the screen capture if there is one.

To open the Evaluation Detail report:

  1. Navigate to Evaluation list.
  2. Select a finished evaluation record from the list of evaluations.
  3. Click Report from the tool bar in the Evaluation List tab.

Click  Print to print the Evaluation Detail.

Click  Export to Spreadsheet to export the Evaluation Detail to an Excel spreadsheet. The spreadsheet is in the .xls format used in Excel versions 97-2003.

The Include All Possible Answers checkbox displays not only the answer that was selected, but all of the other possible answers as well in gray. This can be useful when providing feedback to an agent. Knowing what other options the evaluator had to choose from can provide context for the evaluation.

The Eco Printing option creates a slightly compressed version of the evaluation detail report that can be printed on less paper using less ink. It is intended for large contact centers that print a large number or reports.

During export, the following dialog box displays.

Click OK to open the spreadsheet.