Snapshot Summary Report
The Snapshot Summary Report provides a summary of all activity for the selected portals, teams or representatives.
The report has 4 sections:
- Summary: Displays the totals, statuses and resolutions of all queries.
- Details: Provides activity details for all sessions posted during the date range specified.
- Representative Performance: Provides HelpAlert activity details for all representatives who were logged in during the date range specified
- Customer Survey: Displays customer feedback details
Snapshot Summary
- Portal/Team/Rep Name: The portals, teams or representatives to which the customer query was posted
- Questions Submitted: The total number of questions submitted to the portal
- Download Error (Pre-Post): Number of customers who unsuccessfully downloaded the support software prior to connecting to GoToAssist Corporate servers
- Connection Error (Pre-Post): Number of customers who unsuccessfully connected to GoToAssist Corporate servers
- Questions Posted: Total number of queries posted to the selected teams, portals or representatives during the date range specified
- % Questions Posted: Percentage of all questions submitted that were successfully sent to representatives
- Download or Connection Errors (Posted): These errors occur after a session is considered posted to GoToAssist Corporate's servers; these apply only to Non-Queue Mode
- Download Error (Posted): Number of customers who unsuccessfully finished downloading the support software after connecting to GoToAssist Corporate servers
- Connection Error (Posted): Number of customers who unsuccessfully connected to a representative
- Declined By Reps: Number of queries refused by representatives
- No Rep Response: Number of queries that timed out due to no representative response
- Customer Abandoned: Number of customers who abandoned their postings by closing out of the connection page after the query had posted to a representative
- Rep Cancelled: Number of queries terminated by representatives after connecting
- Pre-Session Technical Issues: Number of customers who unsuccessfully connected due to unidentified errors
- Sessions Started: Number of queries that were successfully launched into support sessions
- % Sessions Started: Percentage of all questions posted that successfully launched into support sessions
- Sessions in Progress: Number of sessions that were in session when the report was generated
- In-Session Technical Issues: Number of customers who disconnected due to unidentified errors while in session
- Escalated to Standard Session: “Yes” if session has been transferred
- External Specialist:Number of sessions that included 1 or more external specialists.
- Successfully Finished: Number of sessions completed without error
- % Successfully Finished: Percentage of all sessions started that completed without error
- Average Session Duration: Average amount of time that the customer and representative were connected in a session
- Average Speed of Answer (ASA): Average time it took for representatives to answer a query once it had been posted or broadcast; the calculation differs slightly by mode:
- Web Mode: The elapsed time between the customer's request and the representative's response.
- Queue Mode: The customer download process is removed from this calculation
- Answer Goal: The goal time for when representatives should respond to queries by
- % in Answer Goal: Percentage of all queries, both currently in queue and successfully finished, that are or were within the specified goal time. Calculated as: (% in Answer Goal) x (Questions Submitted)
- Average % (for % in Answer Goal): Average percentage within the Answer Goal of all queries, both currently in queue and successfully finished, that are or were within the specified goal time
- Rep Poll: Number of sessions where the representative submitted a resolution
- Resolved: Total number of sessions marked Resolved by the representative
- Unresolved: Total number of sessions marked Unresolved by the representative
- Unknown: Total number of sessions marked Unknown by the representative
Snapshot Details
See Session Detail Report for details.
Rep Performance Details
- Rep Name: The representative's first and last name
- Rep Team: The team to which the representative belongs
- Sub Rep Team: The sub team to which the representative belongs
- Rep Login: The representative's login to HelpAlert (email address format)
- Rep Screen Name: The representative's screen name (seen in the Chat box, the drop-down menu at the customer's portal page and in File Transfer)
- Rep Custom: The representative's custom field information (if configured)
- Total Login Time: Total amount of time that the representative spent logged in to HelpAlert across all log-in events during the report's date range
- Idle and Available: The amount of time the representative was logged in and not in a session but was available to take a query
- Total Not Available Events: The total number of times the representative placed themselves in a Not Available state
- Total Time Not Available: The total amount of time the representative spent in a Not Available state for the time period of the report
- Average Time Not Available: A calculation of (Total Time Not Available) / (Total Not Available Events)
- Total Handle Time: Sum of all individual session times irrespective of concurrency (for example, if a representative conducted two 10 minute sessions, the Total Handle Time would equal 20 minutes, even if the sessions happened at the same time)
- Average Handle Time: A calculation of (Total Handle Time) / (Sessions Started)
- Sessions Started: Total number of sessions started by the representative during the date range
- Sessions Finished: Total number of sessions finished by the representative during the date range
- Resolved: Number of completed sessions that were marked Resolved by the representative
- Unresolved: Number of completed sessions that were marked Unresolved by the representative
- Unknown: Number of completed sessions that were marked Unknown by the representative
Customer Survey
See Customer Survey Report for details.
Article last updated: 27 September, 2022
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