What is this?	The Report Event Selector (RES) automatically selects events for a report. A RES utilizes a saved search, which is a saved filter of events defined on the events screen. A saved filter can optionally include a date range and/or a specific person. When a report is created, the RES utilizes the attached filter to retrieve events, with a significant feature being the option to select a random number or percentage of those events, a common requirement for clients. The application overrides any user specified in the saved filter with the user who is the subject of the report.
Why do I need it?	A Report Event Selector is a powerful tool that allows quick, targeted selection of events for feedback reports. This helps agencies provide focused feedback, either on random events, top-performing events, bottom-performing events, or any combination of the three.
What will I learn?	By the end of this module, you will be able to… Create a saved search or filter for use in a Report Event Selector (RES) Create and configure a new RES Use a RES to create a QA Feedback Report

Create a Report Event Selector (RES)

Create a Report Event Selector (RES)

Create a Filter

As report event selectors (RESs) use filters, you must first create and save a filter that matches your desired criteria for the RES.

To create a new filter:

Go to the Events Tab and click the Filter icon

In the Filters panel, click the Relative Date Range Type

Use the dropdown to scroll to, and select, the desired lookback period.

In our example, we will ask the system to pick random calls that have been evaluated in the last week, so we will select Time Unit “Weeks”

Select a Length of 1

If you wish to only pull events that have been evaluated, select one or more of your current evaluations in the Evaluations field. In this case, Law Enforcement Call Taking Evaluations were chosen.

Save and name your new filter

Locate your RES by using the Events Search Bar, and review it

Set up your new RES

Set up your new RES

Navigate to Settings > Workflow > Report Event Selector

Click Add Report Event Selector

Add Report Event Selector dialog box

Fill Name of RES
Fill Description
Use dropdown to choose Feedback Report
Toggle Active
Checking Default Selector makes this particular RES the first on the list of choices
Add your Primary Filter Evaluation, Event Selectors, and Number of events to include
Click the Plus (+) button to add your Primary Filters
1. Add Fallback Filters if needed. Fallback filters will be applied if your Primary Filters do not produce enough reviewable events.
Save

Use your New RES

Using your RES

You will have an option to use your Report Event Selector whenever you begin a new draft feedback report from anywhere other than the Event page in the application.

Start a new feedback report for a call taker either by selecting the "+" icon next to their name on the Overview tab of Home dashboard, or by clicking the "Add Feedback" button on the Feedback tab of the dashboard.

Option 1: Creating Feedback Report from Overview Tab

Option 2: Creating Feedback Report from Feedback Tab

In the New Feedback Report dialog box, review the proposed Report to ensure it is covering the criteria you chose. If you have multiple Report Event Selectors that are configured and set to "Active" in the system, you will be able to select between them in the dropdown box. If you only have one activate Report Event Selector, its name will be show in bold.

Select Create

Review the proposed Report to ensure it is covering the criteria you chose.

Once events are selected, the user can review them using the playlist feature and provide feedback. The report also features a summary that can be auto-generated on demand based on the included events and evaluations.

Use the controls for each event to manage the ones chosen. The feedback report author can use the red trash can icon to remove one or more of the system-selected events, and the Add Events button to manually search for additional events to add for the selected personnel.