BPO Insight

Exception Report Detail

The exception report dashboard will display as configured for the employee.

Drill down into the reports to see the details for the exception report.

Ribbon Access: BPO Insight>  Configuration

• Click on the Report you want to view

• The report will open for you to view.  You can filter the report to find specific information. In this example I have a couple of Open Calls where the Work Orders are closed - so I can just go into BPO and close these calls.

 

Email Report

• Select the 'Export' format for the report.
• Click on the 'Email' button.

• Some details will be filled in for you, but you can add to the Subject / Body of the email.

• Click in the 'To:' field to bring up the list of employees from BPO
• Select the employees you want to send the report to.
• Click on 'Send'.

Export Report

• Select the 'Export' format for the report.
• Click on the 'GO' button.

• Select to 'Save' file or 'Open' with another application, and then click on 'Ok'.
• If you are saving, you will have the option to select where to save the file.
• Note: you will need access to this folder on the server: C:\Program Files (x86)\CO3 Technologies\BPOConnect\BPOInsight\Tmp
• Also: make sure that your web browser doesn't block the pop-up below, else you won't be able to save.