Use this procedure to generate the following types of reports:
Session Summary
Agent Summary
Customer Summary
Before you begin
You must have administrator rights to generate or view a report.
Procedure
On the Avaya Co-Browsing Snap-in admin URL, click the report type to generate.
The Home page displays the search data fields required to generate the report.
To begin the search, use the following search criteria:
To search records based on the status, click one of the options in the State field.
The options are the following:
All: Displays open sessions with the start date and closed sessions with the start and end dates.
Open: Displays open sessions with the start date and the active sessions.
Close: Displays all closed sessions.
To search records based on the start date and time of the session, click the calendar in the Start Date field and select the time using the up and down arrows.
To search the records based on the end date and time of the session, click the calendar in the End Date field and select the time using the up and down arrows.
To search records based on a specific agent, type the name of the agent in the Agent Name field.
If you filter records for an agent named ABC, the respective report page displays all the reports where the name is equal to ABC or contains ABC.
To search records based on a specific customer, type the name of the agent in the Customer Name field.
If you filter records for a customer named XYZ, the respective report page displays all reports where the name is equal to XYZ or contains XYZ.
To generate the report based on your selected filters, click Submit.
Next Steps
You can refine the search criteria if the report fetches more than 2000 records at a time and displays an error message.
