Report Layout

Once the Power BI template has been deployed and your data loaded, you will be presented with 7 reports:

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Please refer to the BI Connector Service for a full description of the data fields.

Agent Performance Report

The Agent Performance Report compares the performance of one agent against all agents (default setting) or against a sub-set of agents.

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The sub-set of agents will now appear in the left hand Agent Filter where you can now select which agent to compare to the subset of agents.

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WordBench Links Embedded in the Reports

Each call in the database has a link back to Wordbench so that the call can be opened and reviewed within Wordbench. You will require an account on Wordbench to review the call.

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Power BI Report with link to open call in Wordbench

Call opened in Wordbench

Adding a Day Filter

Users may wish to filter the reports by the day of week.

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You can now select which days of the week to display in the report:

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Adding and Removing Stop Words to Word Clouds

The Word Clouds shown in the reports have the Power BI Stop Words feature turned on. These are words that are to be excluded from the Word Cloud. In addition, we have added further Stop Words using a CJ Stop Words table.

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• Directly to a single Word Cloud.

• By editing the CJ Stop Word table.

Adding Stop Words to a Single Word Cloud

Adding additional Stop Words to a single Word Cloud is simply a matter of selecting the Word Cloud and entering the relevant words, with each word separated by a space.

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Alternatively, you can turn Stop Words off by moving the slider to Off (just above where you add your own Stop Words). However, this will not remove the Stop Words from the CJ Stop Words table.

Editing the CJ Stop Words Table

To review the Stop Words within the CJ Stop Words table, select the Data icon in the left hand pane and then the Stop Words table:

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