This appendix provides an overview of reports that PeopleSoft delivers for ERMS and chat operations.
For each delivered ERMS or chat report, specify criteria that determine what information shows up in the report on the run control pages. Enter values for some or all criteria to create meaningful reports, such as:
Data within a time frame specified by Start Date and End Date.
The person ID of an agent by which the selected report data is filtered.
The name of a mailbox filtered by which the selected report data is filtered.
Note. For samples of these reports, see the Portable Document Format (PDF) files published on CD-ROM with your documentation.
See Also
Enterprise PeopleTools 8.45 PeopleBook: PeopleSoft Process Scheduler
Enterprise PeopleTools 8.45 PeopleBook: PeopleSoft MultiChannel Framework
These tables list the PeopleSoft CRM MultiChannel Communications reports.
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
RBCHATVL Agent Chat Volume Report |
Provides, during the specified date range, the total number of chat sessions that were hosted by the selected agent of the selected queue. The report shows individual numbers for sessions of these statuses: handled, abandoned, and transferred. |
Set Up CRM, Product Related, Multichannel Definitions, Reports, Agent Chat Volume, Agent Chat Volume Report |
RB_CHAT_VOLUME_RPT |
RBAGCASE Cases Created by Agents |
Provides, during the specified date range, the total number of cases that are created for emails by the selected agent. For each case, the report shows the mailbox ID, agent's person ID and the creation date of the case. |
Set Up CRM, Product Related, Multichannel Definitions, Reports, Agent Effectiveness Report, Agent Effectiveness Report Select the Cases created by agent process on the Process Scheduler Request page. |
RB_ERMS_EFFEC_RPT |
RBAGRESP Agent Responses by Agent |
Provides, during the specified date range, the total number of email responses that are made by the selected agent. For each response, the report shows the mailbox ID, agent's person ID and the date when the response was made. |
Set Up CRM, Product Related, Multichannel Definitions, Reports, Agent Effectiveness Report, Agent Effectiveness Report Select the Agent Responses to emails process on the Process Scheduler Request page. |
RB_ERMS_EFFEC_RPT |
RBAGCLSD Emails Closed after Due Date by Agent |
Provides, during the specified date range, the total number of emails that are closed by the selected agent after the deadline. For each email, the report shows the agent's user ID, email ID, mailbox ID, the email due date and the actual close date of the email. |
Set Up CRM, Product Related, Multichannel Definitions, Reports, Agent Effectiveness Report, Agent Effectiveness Report Select the Emails closed by agent process on the Process Scheduler Request page. |
RB_ERMS_EFFEC_RPT |
RBAGSOL Solution Attached by Agent |
Provides, during the specified date range, the total number of solutions that the selected agent has associated to emails. For each email, the report shows the mailbox ID, agent's user ID, and the actual date that the email was sent. This report includes all the sent emails (for which interactions are generated) that have solutions associated to them. For emails that are associated with solutions but are not sent, they are excluded from the report because they don't get logged as interactions. |
Set Up CRM, Product Related, Multichannel Definitions, Reports, Agent Effectiveness Report, Agent Effectiveness Report Select the Solutions attached by agent process on the Process Scheduler Request page. |
RB_ERMS_EFFEC_RPT |
RBTMPUSG Templates Usage |
Provides, during the specified date range, the top ten (if available) correspondence templates that are used by emails that belong to the selected mailbox. The report shows the name of the template package and the number of times that it has been used. |
Set Up CRM, Product Related, Multichannel Definitions, Reports, Template Usage, Template Usage Report |
RB_TOP_TEN_TMP_RPT |
RBAFTRDD Emails Closed after Due Date by Mailbox |
Provides, during the specified date range, the total number of emails in the selected mailbox that are closed after the deadline. The report shows the email due date, the actual email close date, the current worklist to which the email was associated, and the agent's person ID. |
Set Up CRM, Product Related, Multichannel Definitions, Reports, ERMS Volume and Effectiveness, ERMS Volume Reports Select the Emails closed after due date process on the Process Scheduler Request page. |
RB_ERMS_VOL_RPT |
RBAGNTRE Agent Responses by Mailbox |
Provides, during the specific date range, the total number of email responses that occurred in the selected mailbox. The report shows the date when the email response was made, the agent's user ID and the person ID. |
Set Up CRM, Product Related, Multichannel Definitions, Reports, ERMS Volume and Effectiveness, ERMS Volume Reports Select the Agent Responses process on the Process Scheduler Request page. |
RB_ERMS_VOL_RPT |
RBEMTHRD Email Threads |
Provides, during the specified date range, the total number of email threads that were created in the selected mailbox. A thread is established when an incoming email is a reply to an agent's email. For example, if an agent sends an email and the customer responds to it, this correspondence is counted as a thread for that email. This report takes into account only the first thread of an email, which means regardless of how many emails are included subsequently in the thread, it's still counted as one thread. |
Set Up CRM, Product Related, Multichannel Definitions, Reports, ERMS Volume and Effectiveness, ERMS Volume Reports Select the Email Threads process on the Process Scheduler Request page. |
RB_ERMS_VOL_RPT |
RBTTLEML Total Emails - Non Spam |
Provides, during the date range, the total number of non-spam emails in the selected mailbox. The report shows the mailbox ID and the date when the email was added to it. |
Set Up CRM, Product Related, Multichannel Definitions, Reports, ERMS Volume and Effectiveness, ERMS Volume Reports Select the Total Emails - non spam process on the Process Scheduler Request page. |
RB_ERMS_VOL_RPT |
RBMBCASE Cases Created |
Provides, during the date range, the total number of cases that were created for emails in the selected mailbox. The report shows the mailbox ID, agent's person ID and user ID, and the date when the case was created. |
Set Up CRM, Product Related, Multichannel Definitions, Reports, ERMS Integration, ERMS Integration Select the Cases created process on the Process Scheduler Request page. |
RB_ERMS_INT_RPT |
RBMBROBJ Related Objects |
Provides, during the date range, the total number of related transactions that were created for sent emails in the selected mailbox. The report shows the mailbox ID, agent's person ID and user ID, and the date when the transaction was created. Emails must have interactions created for them to be included in this report. Unsent emails, even if they have transactions associated to them, are not shown in this report because the system does not create interactions for them. |
Set Up CRM, Product Related, Multichannel Definitions, Reports, ERMS Integration, ERMS Integration Select the Related Objects process on the Process Scheduler Request page. |
RB_ERMS_INT_RPT |
RBMBSOL Solutions Attached by Mailbox |
Provides, during the specified date range, the total number of solutions that were associated with emails in the selected mailbox. For each email, the report shows the mailbox ID, agent's user ID, and the actual date that the email was sent. Same as the RBAGSOL report, emails must have interactions created for them to be included in this report. Unsent emails, even if they have solutions associated to them, are not shown in this report because the system does not create interactions for them. |
Set Up CRM, Product Related, Multichannel Definitions, Reports, ERMS Integration, ERMS Integration Select the Solutions attached to emails process on the Process Scheduler Request page. |
RB_ERMS_INT_RPT |