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Mass Export Automation Results and Assignment Tracking
Mass Export Automation Results and Assignment Tracking
Matt avatar
Written by Matt
Updated over a year ago

Overview

To help provide better insight to behind scenes of your QA program, Admin users can export historical automation run results and assignment progress.

Exporting Results

To export these results, head over to the Automations page as an Admin user, and locate the button labeled "Download Automation Run Results".

Clicking on this button will populate a form where you will need to fill out the following information:

  1. Select up to 10 automations you want to export results for

    1. This is limited to Agent QA automations

  2. Define the time frame for what results should be included

    1. Time frame at max can look back 30 days

    2. Automations that have run within the time frame are included on the Automation Summary CSV

    3. Assignments that are created within the time frame are included in the Assignment Tracking Progress CSV

CSV Breakdown

CSV: Automation Run Result

Column Name

Description

Automation Run Date

When the automation ran for the assignment created

Assignment Name

Name of the assignment created for the automation run date

Automation Name

Name of the automation that created the assignment

Agent Name

Name of the agent (according to agent profile) the assignment was created for

Agent ID

Agent ID (according to agent profile) of the agent the assignment was created for

Agent Email

Agent's Email (according to agent profile) of the agent the assignment was created for

Expected Tickets

Number of expected tickets the automation was expected assign

Primary Search Assigned Tickets

Number of tickets assigned by the primary search filter

Backup Search Assigned Tickets

Number of tickets assigned by a backup search filter (if applicable)

Assigned Ticket IDs

Ticket IDs for all tickets associated with the specific assignment

Assigned Graders

Number of graders assigned to the assignment for grading

Assignment Link

Link to the ticket review

CSV: Assignment Tracking Progress

This CSV will also include any assigned manually made Agent QA assignments as well. If you believe you are missing an assignment from the list, make sure to check:

  1. Assignment/Ticket Review in question is actively assigned to a user for grading

  2. Assignment/Ticket Review is assigned to a user whose role is allowed to create QA scores (this can be verified in Role Permissions)

Column Name

Description

Agent Name

Shows agent name as seen in agent profile

Agent Email

Shows agent email as seen in agent profile

Ticket ID

Ticket ID associated with ticket assigned

Automation Name

Name of automation that assigned the ticket

Date Assigned/Created

Date the ticket was assigned

Due date of assignment

Due date of assignment (if valid)

Last Graded Date

Last date grade on ticket was updated (if valid)

Ticket Review ID

Shows what Ticket Review the ticket is in

Graded

Returns True if ticket is graded and false if not graded. Draft scores do not count as graded

QA Score

Shows Agent QA score given to ticket

Grader Name

Shows grader name who was assigned to grade the ticket

Grader Email

Shows grader email who was assigned to grade the ticket

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