Configuring Report Subscription

Updated on 2025-01-23 GMT+08:00

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NOTE:

The report data to be sent contains personal data. Exercise caution when processing the received report data to prevent personal data leakage and abuse.

Prerequisites

You have configured an email gateway. For details, see Configuring Email Gateways.
You have configured an email notification template. For details, see Configuring Notification Templates as an Administrator.

Procedure

Sign in to the AICC as a tenant administrator and choose Configuration Center > Quality Management > Report Subscription.

Figure 1 Report Subscription
Click New.

Figure 2 New Report Subscription
- Subscribe Name: Enter a customized subscription name, which can contain a maximum of 50 characters and must be unique.
- Email Template Name: Select the notification template configured in Configuring Notification Templates as an Administrator. One email template corresponds to only one subscription data record.
- Sent Period: Set the period for subscribing to reports. The options are Monday to Sunday.
- Sending time: Select the time for sending subscribed reports. The value ranges from 00:00 to 23:45 with a step of 15 minutes.
Click and select reports to be subscribed to.

Figure 3 Adding a Report
- Report name: Select the report to be subscribed to. For details about the report data, see Report Query.
- Report type: Select the type of the report to be subscribed to. The options are Daily report, Weekly report, and Monthly report.
Select indicators of the report to be subscribed to as required and click OK.
Click Save.
The new report subscription information is enabled by default. You can click to disable the report subscription.
(Optional) You can perform the following operations on the configured report subscription information:
- Click Edit to update the basic information about the report and sending scope.
- Click Delete to delete disabled report subscription information.
(Optional) Create a perspective view based on the downloaded Excel report data.
1. Select the data area to be used for creation.
2. Click Insert, and then click PivotChart.
3. Access the PivotChart, and click Field List and Field Button.
4. Drag the filter criteria (agent ID, agent name, and date) to the axis (type) area and drag various indicators to the value area.
5. Filter data by date and agent ID.
6. By default, the chart is a bar chart. To generate a line chart, right-click the chart area, choose Change Chart Type from the shortcut menu, and then select the line chart.