Agent service report
View and manage the history of in-person services performed by you.
Here you can track all the in-person service appointments you have done, with detailed information about protocol, status, company, unit and type of service.
It is possible to filter your service data, as well as export, cancel appointments and view statistics through charts, facilitating the analysis of individual performance.
How to Access
Access: Service / In-Person Service / Agent Service Report, as shown in the Figure 1:
Figure 1: Path to Agent Service Report.
Main Screen
Figure 2: Main Screen - Agent Service Report.
The main screen displays a table with all your latest in-person appointments, organized in chronological order.
Available Buttons
: Filters services by various criteria
: Exports the report in CSV or PDF format of the services that met the search filter.
: Cancels selected services in bulk
: Displays a pie chart of the services that met the search filter.
Bulk Selection
Checkbox in the table header. Allows selecting all visible services
Individual checkbox in each row for specific selection
Service Statuses
Services can have different statuses, identified by colors:
STARTED
Color: Purple/Lilac
Meaning: Service in progress
Indicates that the service has been started and is being performed
WAITING
Color: Yellow/Gold
Meaning: Customer waiting for service
Indicates that the number was called but the service has not yet started
COMPLETED
Color: Green
Meaning: Service completed
Indicates that the service was successfully completed
CANCELLED
Color: Red
Meaning: Service cancelled
Indicates that the service was cancelled before or during the process
Filter Services
Figure 3: Filters Modal.
The button Filters allows refining the view of services through multiple criteria.
Filter Fields
Protocol:
Free text field
Allows searching by protocol number of a specific service
Number:
Free text field
Allows searching by the number of the ticket generated for the service
SERVICE DATE:
Two date and time fields
Start field: Start date/time of the period
End field: End date/time of the period
Format: DD/MM/YYYY HH:MM
Status:
Selection field
Filters by service status
Options: STARTED, WAITING, CANCELLED
Company:
Selection field
Filters by the company registered in the system here, if there is more than one company configured in the in-person service
Service Unit:
Selection field
Filters by specific unit
Lists the registered units here
Type of service:
Selection field
Filters by registered service category here
Example: Sample service type
Label:
Selection field
Filters by labels/tags assigned to and registered for services here
Contact Form Key:
Selection field
Filters by values provided in the forms here
Example: customer's CPF
Additional Information:
Selection field
Filters by registered additional information here
Allows searching for services with specific data
Service Time:
Two fields
Selection field: comparison marker (less than, less than or equal, greater than, greater than or equal, between)
Text field: Time in minutes
Filters by service duration
Waiting Time:
Two fields
Selection field: comparison marker (less than, less than or equal, greater than, greater than or equal, between)
Text field: Time in minutes
Filters by customer waiting time
Pause Time:
Two fields
Selection field: comparison marker (less than, less than or equal, greater than, greater than or equal, between)
Text field: Time in minutes
Filters by time the service was paused
How to Apply Filters
Figure 4: Applying filters.
Click the button Filters
Fill in the desired fields
Click on Filter to apply
Or click on Cancel to close without applying
Results will be updated according to the selected filters.
Export Report
Figure 5: Exporting reports.
The button Export allows generating reports of services for external analysis.
Export Options
Email address:
Text field
Displays the logged-in user's email by default
Can be changed to another recipient
REPORT TYPE:
Two selection buttons:
Service report: Exports list of services
Service history report: Exports detailed history, with transfer history
REPORT FORMAT:
Two selection buttons:
CSV: For spreadsheet analysis
PDF: For printing or presentation
FORM / ADDITIONAL INFORMATION IN COLUMNS:
Toggle (on/off)
When enabled, includes forms and additional information as separate columns in the report
Useful for detailed analysis of customized data
How to Export
Click the button Export
Confirm or change the recipient email address
Select the Desired Report Type Choose the
Report Format (CSV or PDF) (Optional) Enable inclusion of form/additional information in columns
to confirm
Click on Export to close
Or click on Cancel The file will be sent to the configured address, including only the services visible after applying filters.
Cancel Services
Figure 6:
Cancel Services Modal. Cancel services
The button allows cancelling multiple services at once. Note: On this page the
cancel services button appears after selecting the services' checkboxes. Cancellation Process
Selection:
Check the checkbox of the services you want to cancel
Or check the header checkbox to select all
Confirmation:
The system displays the confirmation modal
Click the button allows cancelling multiple services at once.
Cancellation Modal:
Question:
Do you really want to cancel the selected services? Reason for cancellation:
Required selection field
Lists pre-registered reasons
No-show
Example: Allows standardization of cancellations
Internal Note:
For internal records about the cancellation
Free text field
Not visible to the customer
Note For the customer:
Information that can be shared with the customer
Free text field
Useful for justifications or guidance
How to Cancel
Select the services by checking the checkboxes
In the modal, select the
Click the button allows cancelling multiple services at once.
Reason for cancellation (Optional) Fill in
Internal Note Note For the customer
Internal Note Confirm
Click on to cancel to abort
Or click on Cancel Important:
Cancelled services change to status CANCELLED and cannot be reverted. View Service Chart
Figure 7:
Total Number of Services Chart. The button with the
chart icon (top rightmost button) displays a side panel with visual statistics.
Panel: Total Number of Services
Pie Chart:
Shows percentage distribution of services by status
Colors corresponding to statuses:
Yellow: WAITING
Green: COMPLETED
Red: CANCELLED
Purple/Lilac: STARTED
Percentages displayed on each slice
How to View
Click the icon icon
(top right button)
The side panel opens automatically
Analyze the chart and the table Click the X
in the top right corner to close Benefit:
Allows a quick view of the distribution of services and identification of patterns.
Action Menu Figure 8:
Service Action Menu. In the last column of the table, each service has an icon of the three vertical dots (⋮). Clicking it displays a dropdown menu, with the options to view the service in the current tab or in a new tab.
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