Agents Status Summary Detail view

The Agents Status Summary Detail view displays real-time information about an agent’s statuses, including the length of time the agent stays in each status. Data in the columns updates when the agent leaves a status. This view updates automatically. To see the most current data, click Refresh . 

View data for an agent

1. Click Performance > Workspace > Agents. 
2. Click the Statuses tab.
3. From the Agents Status Summary view, click an agent’s name. The Agent’s Status Summary Detail view displays.  
4. From the View by list, select one of the following: 
   

   Duration

   Displays the time spent in each status, broken down by interval.
   

   Timeline

   By displaying a list of status changes throughout the selected date range, the Timeline view provides a detailed view of how agents spend their time. The view details when the status was entered and for how long. It is also, sorted chronologically according to the start time, with the oldest on top.
   
   With this data, supervisors can review periods of time that are longer or shorter than expected. For example, an agent is only on queue for 30 minutes instead of 1 hour, or an agent is on break for 20 minutes but was only approved for 10 minutes.
   
   The Timeline view includes the following columns:
   Start Time – The date and time the status was entered.
   End Time – The date and time the status was exited.
   Primary Status – The primary genesys cloud status (available, away, busy, meal, and so on).
   Secondary Status – The secondary status (for example, the primary status is meal and the secondary status is breakfast).
   Duration – The time between start time and end time.
   

   Log in - Log out

   The Log in – Log out view provides a detailed view of when a user logged in and logged out, and the time that passed between each. The view is sorted chronologically according to Log in time, with the oldest on top.
   
   With this data, supervisors can know when a user was using the application. For example, this data will show when a user did not stay logged in long enough during their shift, or when a user did not log in when they were supposed to.
   
   The Log in – Log out view includes the following columns:
   Log In – When the user logged in during the selected date range. N/A will appear if the user logged in before the selected date range.
   Log Out – When the user logged out during the selected date range. N/A will appear if the user logged out after the selected date range.
   Duration – The time between when the user logged in and logged out. N/A will appear when the when Log In or Log out are N/A.
   
    
5. To save the view with your filter and column settings, click Save .
6. To export the data in the view, click Export .
7. Click the tabs to open to the agent’s Performance, Evaluations, Interactions, Queues, Wrap-Up, or Schedule detail views.

View aggregate data for a group of agents

1. Click Performance > Workspace > Agents.
2. Click the Statuses tab. 
3. From the Agents Status Summary view, in the Filter by agent(s) field, search for and select agents for which you want to see data.
4. Near the list of agents you selected, click View as group. Genesys Cloud displays the Agents Status Summary Detail view with aggregate data for the agents you selected. 
5. To save the view with your filter and column settings, click Save .
6. To export the data in the view, click Export .
7. Click the tabs to open the agent group’s Performance or Interactions detail views.

Activate agents for a queue

Activate and deactivate queues for agents. After you activate a queue for an agent, when the agent’s status is On Queue, the agent receives interactions from that queue. Agents can also choose the queues to work themselves. To activate a queue for an agent, the agent must be a member of that queue.

To activate an agent for a queue from this view:

1. Click the Queue Activation icon. 
2. Select the queues you want the agent to work.
3. Click Update.

Customize the view

Customize the Agents Status Summary view to show only certain data. For example, you can choose to show only certain columns or filter to show previous weeks. Your customizations remain as you navigate from view to view or leave and return to a view. You can also save your filter and column settings as a saved view to quickly switch between different data of interest in the same view. 

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Filter metrics by date

Use the date filter to customize analytics views.

Show me

Use presets to filter metrics by date, or configure a custom date range. When filtering metrics for this view, select any custom date range up to 6 weeks. 

To use a preset to filter metrics, complete the following steps:

1. Click the date to display the date filter.
2. In the Presets list, select a preset date option.

Date presets

Presets	Description
Current interval	Shows data for the current 30-minute time period. Note: Because Detail views include Interval in the data grid, the Current interval preset is not displayed for these views.
Today	Shows data for the time period that includes the current interval.
Yesterday	Shows data for the previous day.
This week	Shows data for a Sunday through Saturday time period.
Last week	Shows data for the previous week, Sunday through Saturday.
Previous 7 days	Shows data for the previous seven days.
This month	Shows data for the current month, with no extra days.
This month by week	Shows data for the current calendar month starting on Sunday and ending on Saturday, including extra days if the month does not start on Sunday or end on Saturday.
Last month	Shows data for the previous calendar month with no extra days.
Previous 3 months	Shows data for the previous 3 months. For example, Nov 1 2022 – Jan 31 2023.
Previous 30 days	Shows data for the previous 30 days.
Interval	Shows data for a 30-minute time period. Note: Because Detail views include Interval in the data grid, the Interval preset is not displayed for these views.
Day	Shows data for a single 24-hour day.
Week	Shows data for a Sunday through Saturday time period.
Month	Shows data for the exact month with no extra days. If the current month is selected, you will see the data up to the current date.
Month by Week	Shows data for a calendar month starting on Sunday and ending on Saturday, including extra days if the month does not start on Sunday or end on Saturday.

 

To use a custom date range to filter metrics, complete the following steps:

1. Click the date to display the date filter.
2. Select a start date and an end date on the calendar, and click the filter arrow.
   

 

To view data for a different time period using the same date presets, click the arrows on either side of the date display.

For example, to view data for the previous day, click the Day preset, and then click the arrow on the left side of the date.

Show or hide chart

Data in the view can be displayed in a chart. To view the chart, click the Show/Hide chart icon.

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Show, hide, and rearrange columns

To show or hide columns, click + and then search or scroll to select the columns you want to view. 

The Agents Status Summary view displays certain columns together as groups. To rearrange columns groups, click a column group header and drag it.

To reorder columns within the column groups:

1. Click +. 
2. In the Table Columns pane, hover over the table column header name you want to move.
3. Click the up or down arrows. 

To reset a view to default column settings, click Reset view to defaults.

Change an agent's status

From the Agents Status Summary Detail view, hover over the agent’s profile picture.

To set the agent's status to Off Queue or On Queue, select On Queue or Off Queue. If you change the status from On Queue to Off Queue, then the agent's status automatically also changes to Available.   

To set the agent's user status, select a status from the status drop-down. If the agent's status is On Queue, selecting a user status also sets them to Off Queue.

Note: You cannot select Out of Office as a status.

If the status you select has secondary statuses, select a secondary status in the drop-down below the primary status. 

Log out an agent

From the Agents Status Summary Detail view, hover over the agent’s profile picture.

To log out an agent, click Log off. If the agent is On Queue, set the agent's status to Off Queue, and then click Log off.

Important: When you log out an agent, all active connections will be ended.

Disassociate an agent's station

From the Agents Status Summary Detail view, hover over the agent’s profile picture.

To disassociate an agent from the station, click Disassociate Station.

Note: Users with Telephony > Station > Disassociate and Directory > User > View are able to disassociate agents from stations even if those agents are not within their divisions.

Available columns

Your customizations determine which metric columns the view shows.