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Check agent performance

To see agent performance, sign in as the Assignment User, open Assignments and click the Reports tab. Choose the date, the agents or group and the period, then click Search. The report shows each agent's assignments, notes, replied, closed, open, pending work, tagged and total counts. Click an agent to see the detail.

For: Assignment userWeb● Unique to XgenPlus

How to check agent performance

  1. Sign in as the Assignment User and open Assignments.
  2. Click the Reports tab.
  3. Choose the Mail from date, the agents or group, and the period (Today, Yesterday or Month).
  4. Click Search.
  5. Click an agent's name to see their conversations.

When to use it

A BPO supervisor in Pune compares each agent's replied and pending counts for the day and moves work from the busiest agent to the quietest.

Options

Option What it does
Mail from The date the report starts from.
Report for agent(s) All Agents, All in above group for a group, or one agent.
Period Today, Yesterday or Month.
Search Runs the report.

Report columns

Column Counts
Assignments Conversations assigned to the agent.
Notes Notes the agent added.
Replied Conversations the agent replied to.
Closed Conversations the agent closed.
Open Conversations still open.
Pending Work Conversations waiting for the agent.
Tagged Conversations the agent tagged.
Total All of the agent's conversations.
Maximum Emails from Where most of the agent's mail came from.

Good to know

  • Only the Assignment User sees the Reports tab.
Was this page helpful? Updated 2026-10-28