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Reporting

Most reporting problems are not data loss. The data is there, but a filter hides it: the team, the business unit, the date range in Power BI, or the queues configured for a wallboard. Check the filters first, then the numbers.

I see…Go to
Real-time reports, Waiting Tasks or the agent's dashboard show zero, or a queue or agent is missingReal-time reports show zero or missing queues or agents
Reports keep waiting for data or show no dataBusiness units hide the data
Wallboard numbers wrong, missing or 403Wallboard
Supervisor can't listen in to a callLive monitoring
Historical reports in the portal empty or incompleteHistorical reports
Power BI won't sign in, shows no data, or shows an errorPower BI
Numbers don't match between reports, or a status is unclearWhat the results and end reasons mean

Real-time reports show zero or missing queues or agents​

Symptoms: the Queues or Teams real-time report shows no waiting or completed calls although calls were handled; a queue is missing; a logged-in agent isn't listed; supervisors don't see waiting calls in Waiting Tasks; agents see no figures in My performance or Queues stats on their performance dashboard.

Real-time reports, the agent's performance dashboard and the Waiting Tasks tab are all filtered by team. You only see queues assigned to a team you belong to, and agents who are members of that team. Check the causes below in order.

1. The queue isn't in the team's Performance Dashboard Queues​

This is the most common cause. It happens almost every time a channel, workflow or queue changes.

  • Who fixes it: customer administrator, or a supervisor with access to teams.
  • Check: open Agents › Teams, select the team, and look at Performance Dashboard Queues.
  • Fix: add every queue the team works on, then save.

Typical situations:

  • You added a new channel or queue. New queues are not added to any team automatically.
  • You changed a channel's workflow. A queue belongs to its workflow. The queue in the new workflow is a new queue, even when it has the same name as the old one. Remove the old workflow's queue and add the new one. Teams that still point at the old workflow's queues show zero.
  • You renamed or rebuilt a queue. Select it again.
  • You started a campaign. A campaign's queue has the campaign's name. Add it if the team should see the campaign.
  • You deleted a workflow or queue. Agents can keep seeing its tasks in Waiting Tasks without being able to pick them up. Use the clean-up option on the team to remove deleted queues, then have agents log out and back in.

See Teams.

2. The agent or supervisor isn't a member of the team​

  • Check: in Agents › Teams, open the team and look at its members. A supervisor sees only teams they are a member of.
  • Fix: add the agent or supervisor to the team and save.

3. Business units don't match​

If your tenant uses business units, a supervisor only sees tasks, queues and agents from the business units on their own profile. See the next section.

4. The change hasn't reached the user yet​

Team and business unit changes don't apply instantly.

Reports keep waiting or show no data (business units)​

Symptoms: a real-time report or Queues keeps waiting for reports; historical reports show no data with every filter; a supervisor can't see, monitor or evaluate a team's calls; an agent gets no interactions at all.

The portal's real-time and historical reports are filtered by the business units of the supervisor or agent viewing them. Conversations get their business unit from the channel, and a task is shown only if its business unit matches one of the user's. Having no business unit is itself a business unit: the system default one. So a channel without a business unit is only visible to agents and supervisors who also have no business unit.

  • Who fixes it: customer administrator.
  • Check: compare the business units on three things: the channel (or campaign), the agents who handle it, and the supervisor viewing the report. Agents and supervisors are under Agents › Agents › Agent Configuration › Business Unit.
SituationWhat happensFix
Supervisor has no business unit, but the team's channels doThe supervisor sees nothing for that teamAdd the channels' business units to the supervisor's profile
Supervisor has a business unit, but the channels and agents don'tThe supervisor sees only part of the data, or noneRemove the business unit from the supervisor, or assign business units consistently
Agent has business units that no channel usesThe agent gets no interactions, and the reports show nothing for themRemove the unused business units from the agent, or put the channel in that business unit
Channel has no business unit, but all agents have oneCalls aren't offered to anyone and are missing from the agents' reportsCreate a business unit for the channel and assign it to the channel and its agents

After the change, save and have the user log out and back in.

tip

Portal users who are not agents or supervisors can't have business units, so they see every entry in the real-time and historical reports. If a supervisor sees nothing, compare with such a user: if that user sees the data, the cause is the supervisor's business units.

See Business units and portal reports.

Wallboard shows wrong or missing data​

The wallboard reads the wallboard feed. The feed is configured per queue and is independent of the portal's real-time reports, so the two can differ.

The wallboard shows an unavailable error (403)​

You're using an old wallboard address that is no longer served. Ask Graia support for the current wallboard URL and update the bookmark or the display device.

Wallboard shows zero or misses calls after a queue or workflow change​

Waiting or queued counts are higher than the Queues report​

Some wallboard KPIs include outbound campaign tasks, so queued campaign records look like waiting callers, even when agents are free. The today queued-conversation count also includes abandoned calls.

  • Check: compare the wallboard with the Queues real-time report for the same queues.
  • Fix: ask Graia support to exclude campaign queues from those KPIs. Tell support when you add campaigns, so the exclusion stays up to date.

"Agents in queue" doesn't drop when agents go on break​

The feed has two agent counts:

KPICounts
loggedInAgentsEvery logged-in agent, whatever their state (available, busy, on break, RONA)
availableAgentsOnly agents who are available to take a conversation now

If your wallboard shows loggedInAgents, the number only drops when agents log out. To show who can take calls, switch the widget to availableAgents. See Now summaries.

Agents from other departments are listed​

The feed lists all agents. A table widget shows every agent unless the wallboard content excludes them. Ask Graia support to exclude the agents who shouldn't appear.

Other wallboard questions​

Live monitoring doesn't start or has no audio​

Who fixes it: the supervisor, or a customer administrator for role and type settings.

  • The Monitor button is greyed out. The user's Type must be Supervisor (Agents › Agents › Agent Configuration). See Monitor agent conversations.
  • There's no Monitor option for the agent's task. Monitoring is only possible during an active call. While the agent is previewing a campaign record or the call is still ringing, there is nothing to monitor. Recording settings don't affect monitoring.
  • Monitoring fails, has no audio, or needs several attempts. Always end monitoring with Drop call, then close the window. Closing the window without Drop call can break the next attempt.
  • Monitoring your own call ends it. If you're logged in to the Agent application and the portal with the same account and monitor your own conversation, ending the monitoring also ends the call. Monitor from a separate supervisor account.
  • The window shows the call ended immediately, while the call continues. Check that the supervisor's own voice setup works: their extension, and their Teams or phone number configuration if they use one. A supervisor who can't take a normal call can't monitor either.
  • You try to monitor a call that just ended. The window reports that the call has ended. Refresh the report and pick a current call.
  • The window shows an error that evaluation isn't available. Monitoring still works; this only concerns live evaluation. See Campaigns, recordings and evaluations.

If monitoring still fails, contact Graia support with the details listed in Before you contact support: when it happened, the supervisor and agent, and the call you tried to monitor.

note

If a call stays in Waiting or Connected in the real-time reports after it was disconnected, only Graia support can remove the stuck record. Send the time, queue and caller number.

Historical reports are empty or incomplete​

Symptoms: Historical Reports in the portal opens but shows nothing, shows no tasks, or shows only recent months.

CauseCheckFixWho
The user's role has no access to historical reportsThe role assigned to the userGive the role Historical Reports & Insights permission. Hover the info icon in the role editor to see what it grantsCustomer administrator
Business units filter the dataThe user's business unitsSee business unitsCustomer administrator
Business units were introduced recentlyTasks keep the business unit they had when they were created. Older tasks have the system default (no) business unit, so a supervisor with business units doesn't see themTo view older history, temporarily remove the business units from the userCustomer administrator
The agent was deleted and recreatedA recreated user gets a new identifier. History stays under the old oneLook up the agent's older data in Power BI under the old agent as well. Avoid deleting and recreating agents; disable them insteadCustomer administrator
Data older than the retention periodThe tenant's or business unit's Data retention periodOlder data has been removed—

Agents don't have access to historical reports for statistics such as monthly call counts. A supervisor can export them from Historical Reports › Tasks, filtered by agent and task type. See Task history.

Power BI won't load data​

Follow the Power BI setup steps first. Most problems below come from a skipped step or an old template.

tip

Use the latest template. Many errors disappear with the current template from Historical reporting. Check the change log to see what changed. If you customised an older template, redo your changes in a copy of the new one.

Access errors, or Power BI connects as anonymous​

CauseFixWho
Power BI access isn't enabled on the userTurn on Power BI access in the user's details and save. It takes up to 10 minutes and may need a Power BI restart. See Power BI accessCustomer administrator
The user has Power BI access on more than one tenantPower BI reads one tenant at a time. Turn the toggle off on every tenant except the one you wantCustomer administrator
You signed in as AnonymousIn Power BI, open Transform data › Data source settings, clear the permissions for the Graia CCaaS feed, and sign in with Organizational account using your work accountUser
Your organisation hasn't given admin consentAn Entra ID administrator must consent once, outside Power BI. See prerequisitesCustomer IT
The user account isn't activatedAccept the Graia CCaaS invitation email firstUser
The toggle isn't visibleOnly some admins can change it. Ask a tenant administratorCustomer administrator

An error related to the credentials or authentication usually means one of the above. Check the sign-in method and use the latest template.

No data, or the dates stop at a certain day​

The template loads only the date range set in its parameters. The date slicer on the report pages filters what was loaded; it can't load more.

  • Fix: in Power BI Desktop, open Transform data › Edit parameters, set the start and end of the range, then Apply changes. If the report is published, publish it again.
  • Report shows no data for a new project: the range starts before the project or ends too early.
  • You can't select dates in the new year: the end of the range is in the previous year. Move it forward. Recent templates allow dates up to the end of the year of the range end.
  • Today's data is missing: data appears as soon as it's available, usually within 10 minutes. At high volume it can take longer.
  • An old template stops at the end of a year: use the latest template.

Graia recommends using the real-time reports for today and Power BI for the previous day and earlier. A refresh normally takes a minute or a few, depending on data volume.

Errors when loading or refreshing​

ErrorCauseFix
An error that a value can't be nullUsually an outdated templateUse the latest template. If it persists, contact Graia support
An error that a column doesn't exist in the rowsetThe template and the data feed don't matchUse the latest template and refresh. If it persists, contact Graia support
An incremental refresh warning when you open the templateExpectedContinue past it, then check the values in Edit parameters

The report shows something unexpected​

What the results and end reasons mean​

Reports use two kinds of status: the result of each task (work item) offered to an agent, and the reason the whole conversation ended. One conversation can have several tasks.

Task (work item) results​

ResultMeaning
HandledThe agent handled the task and closed it normally.
MissedThe agent didn't accept in time; the RONA timeout moved them to RONA break.
RejectedThe agent rejected the task with the reject button, which also moves them to RONA.
AbandonedThe customer left while the task was being offered to the agent.
CancelledOutbound only: the agent closed the task without starting a conversation.
FailedA system error ended the task. If you see this often, report examples to Graia support.

The agent's My performance and the wallboard count missed (RONA) and rejected tasks separately from handled ones, so they can differ from the task count in Task History.

Conversation end reasons​

End reasonMeaning
DefaultThe conversation reached the end of the workflow normally, usually after the agent closed the task.
AbandonedThe customer hung up while waiting in a queue.
CustomerDisconnectedThe customer ended the call (or a webchat) at any point, including during a call with an agent.
CallbackRequestedThe customer asked for a callback and left the queue.
IdleTimeoutThe workflow timeout ended the conversation.
CustomerJoinFailedOutbound: the customer didn't answer.
AgentJoinFailedOutbound: the agent didn't answer the agent leg in their voice application.
TransferToChannel, TransferToExternalThe conversation was transferred.
TransferToAgentFailed, TransferToExternalFailedA transfer was tried but the destination rejected it or didn't answer.
WorkItemClosedBySupervisorA supervisor force closed the agent's task, which ended the conversation.

A chat counts as handled in the Power BI Chats report when its end reason is Default or contains Transfer. The full list is in the OData feed definition.

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