Updated on 2023-10-12 GMT+08:00

Configuring Report Subscription

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

Procedure

  1. Sign in to the AICC as a tenant administrator and choose Configuration Center > Quality Management > Report Subscription.
  2. Click Create to add the subscription content. Enter the subscription name, select the notification template configured in Configuring Notification Templates as an Administrator, and set the sending period and sending time.

    The notification template must be unique.

  3. Click New, select a report from the report name drop-down list, select a daily, weekly, or monthly report from the daily report drop-down list, select the corresponding indicator name, and click Confirm.

    For details, see Report Query.

  4. Click Save.
  5. (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.

  6. (Optional) Click Save to return to the report subscription list. You can edit the report subscription again.
  7. (Optional) Click Prohibit to disable report subscription. After this function is disabled, you can delete the report subscription.