How do I pull a report on notes entered for a recording?

[Belinda Frick]

How do I pull a report on notes entered for a recording?

Overview:

You can see the Subject/Short Notes for a recording.


• Supervisor:
  This is the 'Subject' the Supervisor entered after on the recording (after calls was made). Note that the Supervisor can also enter 'Comments'. The Supervisor comments is not displayed on the Search Recording screen.
  
  
• In USBClient, while on the call, the agent can enter:
  
  • Comments
  • Short Notes
• In AMTClient, while on the call, the agent can enter:
  
  • Comments
  • Subject
  For AMTClient with preconfigured 'Subject' list option see forum post:
  Release notes: AMTClient 1.6.4.2

NOTE: If you do a global search for notes that was entered, the entire database will be searched for an entry that matches what you entered. To see the notes you need to select the recording from the Search result screen to view it. The Search screen does not have a comments/notes field to display the content.

Steps:

• Log into AMETHYST Supervisor.
  
  
• Go to the 'Search Recordings' screen.
  
  
• Enter your search selection and do the search so that the required calls are listed:
  
  Amethyst super search on subject.PNG
  NOTE: In this example we did a search for a date range and the subject 'Club'.
  
  
• Click on the export to CSV icon (second from the right-hand side above the search criteria heading).
  
  
• The CSV file with have the following headings:
  DATE/TIME
  RECORDING ID
  EXTENSION
  USERNAME
  NUMBER
  DESTINATION
  DURATION
  REFERENCE
  TRUNK
  DIRECTION
  AQM STATUS
  SUBJECT
  
  
• If you open the CSV file in Excel it will look similar the example below:
  
  CSV search subject.PNG
  NOTE: In the 'Subject' column it will display the subject the Supervisor entered.

For more detail also see the AMETHYST Supervisor manual page 14: AMETHYST 1.6 Supervisor manual