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Reports by operator and campaign

Monthly reports help you review audit results by period, operator, or campaign. Use them to detect trends, frequently failed criteria, and cases that need closer review.

Use this page for Reports > Operator and Reports > Campaigns. To analyze a manual selection of cases, use Marked tasks report. To review operational samples, continue with Daily Sample.

Access reports​

Open Reports from the sidebar. Depending on your configuration, you may see Operator, Campaigns, Marked tasks, Daily Sample, and Cross & Skills.

Reports sidebar with Operator, Campaigns, Marked tasks, Daily Sample, and Cross Skills

Generate an operator report​

Use Reports > Operator to review one person's monthly performance.

monthly operator report form with month, operator, and Get report button

  1. Select the Month.
  2. Choose the Operator.
  3. Click Get report.
  4. Review the summary, tabs, and tasks table.

Generate a campaign report​

Use Reports > Campaigns to review a full campaign.

monthly campaign report form with month, campaign, and Get report button

  1. Select the Month.
  2. Choose the Campaign.
  3. Click Get report.
  4. Review metrics, failed criteria, trends, and associated tasks.

Filter by days of the month​

When the report has data, a day selector appears. Select one or more days to filter the report.

operator monthly report with day selector and summary cards

Read the report​

Summary​

The Summary tab gives a quick view of the period: total audited, average quality, approval rate, reviewed or notified audits, and failed criteria.

campaign report with audited minutes, total audited, average quality, and approval rate cards

Quality​

The Quality tab groups distribution charts and failed criteria views.

operator report Quality tab with score and failure distribution charts

The Trends tab shows changes within the period.

campaign report Trends tab with evolution charts

Tasks​

The Tasks tab lists the records included in the report and helps you move from aggregate numbers to concrete evidence.

operator report Tasks tab with audited records table

Export results​

Operator and campaign reports may show Export CSV. The export respects the selected month, days, operator, or campaign.

Best practices​

  • Compare similar periods.
  • Review failed criteria before deciding coaching actions.
  • Open concrete cases from Tasks when averages are not enough.
  • If a campaign does not appear, check permissions and whether it has audited data.

Next steps​