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Ability to report on mutliple assignments at once



Posted Jan 20, 2025

Please give a quick overview of your product feature request or feedback and note who in your org is affected by this issue [ex. agents, admins, customers, etc.]. (2-3 sentences)

I would like to be able to pull one report which shows multiple assignments in one action. We have created 2 assignments per team member. This is for peer coaching, where we want to encourage others on the team to listen to and score each other's calls (we don't have a dedicated Quality Team). I want to be able to pull a monthly report of ALL assignments at once to show the participation rates each month. This is only affecting agents and admins.

 

What problem do you see this solving? (1-2 sentences) 

This will allow us to efficiently pull data. We want to be able to see who is completing their biweekly assignments and who is not. 

 

When was the last time you were affected by this lack of functionality, or specific tool? What happened? How often does this problem occur and how does this impact your business? (3-4 sentences)

We are affected by this every 2 weeks, when we need to pull the data at the end of the assignment. What happens is we need to select one assignment at a time, and pull one report. The report comes in a zip file, and does not contain the name of the assignment, so we need to add that manually and piece together each report. Instead of it taking less than one minute, it takes up to 15 minutes. 

 

Are you currently using a workaround to solve this problem? (If yes, please explain) (1-2 sentences)

Yes, we are using screenshots and manually inputting data into a custom built report, since this is quicker for us than the current reporting option. 

 

What would be your ideal solution to this problem? How would it work or function? (1-2 sentences)

Ideally, you would be able to select multiple assignment names and pull them into one excel report. 


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1 comment

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Shawna James

Community Product Feedback Specialist

Hey Kristen,
 
Thank you for taking the time to provide us with your feedback. This has been logged for our PM team to review. For others who may be interested in this feature request, please add your support by upvoting this post and/or adding your use case to the comments below. Thank you again!

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