PeopleSoft CRM Call Center Reports: A to Z

The tables in this topic list the PeopleSoft Support and PeopleSoft HelpDesk reports, sorted by report ID.

For more information about running these reports, refer to:

  • The corresponding topic in this product documentation.

  • PeopleTools: Process Scheduler

  • PeopleTools: BI Publisher for PeopleSoft.

  • PeopleTools: SQR Language Reference for PeopleSoft

For samples of these reports, see the Report Samples that are published with this online documentation.

This topic discusses:

  • PeopleSoft HelpDesk case reports.

    Except for report RCC2009, all HelpDesk-specific report IDs start with RCC1

  • PeopleSoft Support case reports.

    All Support-specific report IDs start with RCC2.

  • Solution reports (shared by both applications).

    Solution report IDs start with RCC2.

Note: For most reports the query name and report name are the same. If the query name is different, it appears in the Report ID and Report Name column. Unless otherwise noted, the from date and through date for the cases included in a report refer to the case creation date.

Report ID and Report Name

Description

Navigation

Run Control Page

RCC1002

HelpDesk Cases By Agent

This report categorizes cases according to the agents to whom the case is assigned. For each case, the report shows the case ID, status, priority, contact name, date created, and subject.

HelpDesk > Reports > Case By Agent > HelpDesk Case By Agent

RUN_RCC1002

RCC1003

HelpDesk Cases By Department

This report lists the departments that have reported cases. For each department, the report shows the number of cases reported.

HelpDesk > Reports > Case By Department > HelpDesk Case By Department

RUN_RCC1003

RCC1004

HelpDesk Case By Priority (RC_CASES_BY_PRIORITY)

This report provides a list of cases ordered by priority and gives the total number of cases for each priority. For each case, the report shows the priority, case ID, status, department, reported by, date created, and assigned to agent.

HelpDesk > Reports > Case By Priority > HelpDesk Case By Priority

RUN_RCC1004

RCC1005

HelpDesk Cases By Type

This report provides a list of cases categorized and subtotaled by case type. For each case, the report shows the case ID, priority, status, caller name, date created, and assigned to.

HelpDesk > Reports > Case By Type > HelpDesk Case By Type

RUN_RCC1005

RCC1006

HelpDesk Cases By Status

This report lists case statuses and gives the number of cases with each status.

HelpDesk > Reports > Case By Status > HelpDesk Case By Status

RUN_RCC1006

RCC1007

HelpDesk Case By Category/Type/Detail (HDBYCATETYDET)

This report groups cases by category and provides the total number of cases for each category. For each case, the report shows the case ID, category, type, detail, creation date, caller name, status, and summary.

HelpDesk > Reports > Case By Category/Type/Detail > HelpDesk Case By Category/Type/Detail

RUN_RCC1007

RCC1008

HelpDesk Case Information

This report provides detailed information for cases, including most of the data shown in the case component.

HelpDesk > Reports > Case Information > HelpDesk Case Information

RUN_RCC1008

RCC1009

HelpDesk Cases Status By Agent

This report lists agents to whom cases have been assigned. For each agent, the report shows the agent's ID and name and the number of open cases for that agent in total and broken out by case status.

HelpDesk > Reports > Case Status By Agent > HelpDesk Case Status By Agent

RUN_RCC1009

RCC1010

HelpDesk Time To Close By Agent (RC_CLOSEBYAGENT)

This report lists agents who have been assigned cases. For each agent, the report shows the agent's ID and name, a list of the agent's closed cases, the total number of cases closed, and the average number of days to close. The case shows the case ID, priority, date opened, date closed, and days to close.

HelpDesk > Reports > Time To Close By Agent > HelpDesk Time To Close By Agent

RUN_RCC1010

RCC1011

HelpDesk Cases By Employee

This report lists employees who have reported cases. For each employee, the report shows the number of cases opened.

HelpDesk > Reports > Case By Employee > HelpDesk Case By Employee

RUN_RCC1011

RCC1012

HelpDesk Cases by Business Project

This report lists business projects that have been used in cases. For each business project, the report shows the number of cases where the business project was used.

HelpDesk > Reports > Case By Business Projects > HelpDesk Case By Business Projects

RUN_RCC1012

RCC2009

HelpDesk Employees With Case

This report lists employees who opened cases during the specified time period. For each employee, the report provides a name, location, department, telephone number with extension, and email address. No case information appears on this report.

HelpDesk > Reports > Employees with Case > HelpDesk Employees With Case

RUN_RCC2009

Report ID and Report Name

Description

Navigation

Run Control Page

RCC2000

Agreement Type Statistics (RCC_3007)

This report provides statistics for agreements used during a specified date range, including the number of cases opened, the number of cases closed and the average time to close in days and in hours.

Support > Reports > Agreement Statistics > Agreement Statistics

RUN_RCC2000

RCC2001

Case Information

This report provides detailed information for cases, including most of the data shown in the case component.

Support > Reports > Support Case Information > Case Information

RUN_RCC2001

RCC2002

Case by Age

This report categorizes cases by creation date and then by customer. For each case, the report shows the case ID, priority, status, case type, contact name, assigned to agent, and subject.

Support > Reports > Cases By Age > Cases By Age

RUN_RCC2002

RCC2003

Cases by Agent (RC_CASESBYAGENT)

This report lists agents to whom cases have been assigned. For each agent, the report shows the agent's name and the number of cases assigned to the agent, opened by the agent, and closed by the agent. The report also provides the average time to close (in days and hours) for cases that the agent closed.

Support > Reports > Cases By Agent > Cases By Agent

RUN_RCC2003

RCC2004

Cases by Customer

This report categorizes cases by customer. For each case, the report shows the case ID, priority, status, product ID, case type, contact name, date created, assigned to agent, and subject.

Support > Reports > Cases By Customer > Cases By Customer

RUN_RCC2004

RCC2005

Cases by Priority

This report categorizes cases by priority and status, then by customer. For each case, the report shows the case ID, case type, date created, and subject.

Support > Reports > Cases By Priority > Cases by Priority

RUN_RCC2005

RCC2006

Cases by Product

This report categorizes cases by product. For each case, the report shows the product ID, case ID, priority, status, case type, contact name, date created, assigned to agent, and subject.

Support > Reports > Cases By Product > Cases by Product

RUN_RCC2006

RCC2007

Cases by Type

This report categorizes cases by case type. For each case, the report shows the case ID, priority, status, contact name, date created, assigned to agent, and subject.

Support > Reports > Cases by Type > Cases By Type

RUN_RCC2007

RCC2008

Cases Reopened

This report lists cases that have been reopened. For each case, the report shows the case ID, the date the case was reopened, and the user who reopened the case.

Note: This report requires that the Case Re-Opened policy be activated in the Predictive Analytics Framework definition.

Support > Reports > Cases Reopened > Cases Reopened

RUN_RCC2008

RCC2013

Support Agreement Usage

This report lists agreements that have been associated with cases. Agreements are categorized by customer. For each agreement, the report shows the agreement code, the start date, the end date, and the number of cases that are associated with that agreement.

Support > Reports > Support Agreement Dates > Support Agreement Dates

RUN_RCC2013

Report ID and Report Name

Description

Navigation

Run Control Page

RCC2012

Solutions Usage

This report lists solutions that were used in cases created during the specified date range. For each solution, the report shows the solution usage count, solved count, and success rate.

Solutions > Reports > Solutions Usage > Solutions Usage

RUN_RCC2012

RCC2014

Top Ten Solutions by Product

For each included product, this report lists the ten solutions that most often resolved cases that were created during the specified date range. For each solution, the report shows the number of cases solved for that product.

Solutions > Reports > Top Ten Solutions by Product > Top Ten Solutions by Product

RUN_RCC2014