Most commonly used Data Fields and Time Frames in Insights

This guide will walk you through creating a report using the most commonly used data fields and time frames. The goal is to help you get started quickly and confidently with reporting in Qtrac Insights.

Creating a New Report

Start by navigating to the Insights tab and clicking the New button in the top-right corner of the page:

Adding Available Fields

1. Click the Available Fields dropdown on the left side of the page. A list of all available data fields will be displayed.

The most commonly used data fields include:

• General Questions - Name
• Selected Language
• Service Name
• Queue Name
• Location Name
• Wait Time (Minutes)
• Service Time (Minutes)
• Serve Source (Agent)
• Final Visitor State

2. To find a data field, scroll through the list or use the search bar. For example, type "General Questions - Name" into the search bar.

Note: The "- Name" part may vary depending on your Workflow setup. Searching for "General Questions" will show all related fields.

3. Once found, click the dropdown next to the field and select Apply to add it to the Selected Table Fields section.

After clicking Apply, the field will appear in the Selected Table Fields area:

Repeat steps 2 and 3 to add the remaining fields. Once completed, your selected fields section should look like this:

Adding Locations

At the top of the page, find the Locations section. Click All to include all locations accessible to your user account.

Adding Services

In the Services section, click All to include all services assigned to your selected locations.

Selecting a Time Frame

In the TimeFrame section at the top of the page, click the dropdown and select one of the commonly used time frames:

• Today – Shows data from the current day.
• This Week – Includes data from Monday through today of the current week.
• This Month – Includes all data from the current month.

For this example, we’ll select Today:

Running the Report

Click the Run button to generate the report. The report will display the selected data fields as columns and populate them with matching data in each row.

Saving the Report

1. Click the Save button.
2. In the popup window, enter a name for your report and click Save again to confirm.

After saving, you'll be redirected to the main Insights page, where your new report will now appear:

If you still have questions, feel free to reach out to the Qtrac Help Desk.