The CSR Activity report allows you to see what information your Customer Service Representatives viewed, added, removed, or changed within the Accounts section of Aria.
View CSR Activity
Overview
Viewing CSR Activity
Getting Here: Click Analytics and Reporting > Reports > CSR Activity
- Choose a CSR: Select the CSR whose activity you want to see.
- Select the date range whose CSR activity you want to see.
- Click the calendar icon to select the first date from which you want to see CSR activity.
- Select Since account was created to see CSR activity starting from the date on which the selected CSR's user account was created.
- Click the calendar icon to select the last date up to which you want to see CSR activity.
- Select Through today to see CSR activity up to the current date.
- Activity Detail: Select the kind of activity to display:
- Update Activity Only: Select this option to see only the information that the selected Customer Service Representative added, removed, or changed within the Accounts section of Aria.
- All Activity: Select this option to see only the information that the selected Customer Service Representative viewed, added, removed, or changed within the Accounts section of Aria.
- Click Search.
The selected CSR's activity displays based on the time period that you specified. The activity is grouped by session, which is the time between when the CSR logged in, then logged out or the session timed out.