Generating the Report
- On the Reports tab, select New Report.
- In the list of reports, choose Agent Metrics Daily Report.
- Enter the Report Name and Report Description.
- Select a Time Period.
- Select Data Filters.
-
Select Report Generation and choose from the following options:
- Run On Demand
-
Schedule — You can create up to six schedules (only one if you select Hourly).

-
Select Format:
- CSV
- Enter a Send To address (single email address or mailing list).
- Select Create.
-
The Agent Metrics Daily Report is generated.

-
Select the Run icon next to the report instance.

-
Select the PDF/Page icon to download the report.

The red dot beside the report indicates it was generated within the last 24 hours. You can download, save, and view the report in PDF format.

Report Fields
| Field | Description | Example | Weekly Summary | Monthly Summary |
|---|---|---|---|---|
| Date | Date (12:00 am–11:59 pm) — figures grouped by Date and Channel. | ”2023-01-25” | NA | NA |
| Channel | Name of the channel. | Channel name | NA | NA |
| Sessions | Number of conversations accepted by the agent. | 84 | NA | NA |
| Total ACW | Total time the agent spent in After Call Work (ACW). | “323:21:23” | NA | NA |
| Average ACW | Total ACW / Sessions. | ”323:21:23” | SUM | SUM |
| Holds | Number of times the agent placed conversations on hold. | 63 | AVG | SUM |
| Total Hold | Total time the agent placed conversations on hold. | ”323:21:23” | SUM | SUM |
| Average Hold | Total Hold / Sessions. | ”323:21:23” | SUM | SUM |
| Total Handle | Sum of all handle times for each conversation by the agent. | ”323:21:23” | SUM | SUM |
| Average Handle | Total Handle / Sessions. | ”323:21:23” | AVG | AVG |
| Transfers | Number of conversations transferred from the agent. | 39 | SUM | SUM |
| Transfer % | (Transfers / Sessions) × 100. | 38% | AVG | AVG |
| Average CSAT | Sum of all CSAT values (1–5) / Number of sessions with scores. | 4.32 | AVG | AVG |