Outbound Reports

The Outbound Report Store contains reports specific to Personal Connection.

The Outbound Report Store provides the following reports:

• Abandon Rate Compliance report.

• Agentless Productivity report.

• Attempt Detail report.

• Call Suppression Audit History report.

• Contact Detail report.

• DNC Activity report.

• DNC Audit report.

• Lead Source Audit report.

• Not Final By Outcome report.

• Outbound Agent Performance report.

• Outbound Disposition report.

• Port Utilization report.

Run Outbound Reports

1. Click the app selector and select Reporting.

2. Go to Outbound > Outbound Report Store.

3. Click the Category and Report drop-downs to select the report you want to run.

4. Select a date range to determine the data the report will display.

   Learn more about fields in this step

   Field

   Details

   Date Range

   The default date and time range is from 12:00 AM today to 12:00 AM tomorrow. When you select the arrows to the left or right of the date range, the range moves up or back 24 hours. When you select the down arrow to the right of the date range, you can choose from several options. Today: Default. Outputs data from 12:00 AM this morning to now. Yesterday: Outputs data from 12:00 AM yesterday to 11:59 PM last night. Last 7 Days: Outputs data from 12:00 AM seven days ago now. Last 30 Days: Outputs data from 12:00 AM 30 days ago to 12:00 AM tonight. Previous Week: Outputs data from the last full week, Sunday through Saturday. It gathers data from 12:00 AM last Sunday to 11:59 PM last Saturday. Previous Month: Outputs data from 12:00 AM on the first day of last month to 11:59 PM the last day of last month. Month to Date: Outputs data from 12:00 AM on the first day of this month to now. Specific Date: Opens a date selector and lets you choose a specific day to pull data from. By default, it pulls data from 12:00 AM that morning to 11:59 PM that night. Date Range: Opens two date selectors that enable you to select a start date for the range and an end date for the range. By default, the range goes from 12:00 AM the morning of the selected start date to 11:59 PM the night of the selected end date.

   For many reports you can filter the report data using a variety of parameters. However, filters are not available for all reports and different reports have different filter options. If Show Options appears below the Date Range of your report, follow the steps below to add filters.

   View image

   

   1. Click Show Options to expand your view of the available filters.

   2. To set a report filter, click the plus sign to the right of the filter name.

   3. When the designated filter opens, use the arrows to move the filters from the Available column to the Selected column (or vice versa). The single arrows move just selected filters, and the double arrows move all filters from one box to the other. You can also hold CTRL on your keyboard to select multiple filters to move from one column to the other.

   4. Click Done when you have selected the desired filters.
   5. Repeat the last three steps for each filter type you would like to add to the report.

5. Click Run Report.

Export Outbound Reports

Each report holds valuable data that you can use for any number of reasons. However, the data is confined within CXone, so if you want to provide it to other people who do not have access to CXone, you can export the data to the following formats:

• Excel

• PDF

• Word

1. Click the app selector and select Reporting.
2. Click Outbound Report Store.

3. Follow the steps in the previous task to run a report.

4. Click Export .
5. Select the format from the available options in the drop-down.
6. Follow the prompts to open or save the file.