Appointment Scheduler Omnichannel Interactions Report

The Appointment Scheduler Omnichannel Interactions Report is only available for accounts that have the Talkdesk Financial Services Experience Cloud enabled.

The following filters are available in the Appointment Scheduler Omnichannel Interactions Report:

Date

Timezone

Agent Name

Agent Type

Appointment ID

Appointment Scheduled Time

Customer External ID

Interaction Type

Specialist Name

Status

Topic

Metric NameDescriptionCalculationMetric TypePerspective
Date/TimeDate and time when the appointment was created in the systemNo calculationDate time
Appt Date/TimeDuration of the appointment as scheduled by the customersNo calculationDate time
Interaction IDUnique identifier for the interactionNo calculationStringInteraction
External IDMember/Client/Policyholder unique identifierNo calculationStringCustomer
NameName of the Member/Client/PolicyholderNo calculationStringCustomer
Agent TypeType of agent who handled the appointment (User vs. Virtual/Autopilot)No calculationStringAgent
Agent IDUnique identifier of the agentNo calculationStringAgent
Agent NameName of the agent who booked the appointmentNo calculationStringAgent
SpecialistName of the agent who booked the appointmentNo calculationStringAgent
TopicTopic or service type booked for the appointmentNo calculationString
StatusCurrent status of the appointment (e.g., Scheduled, Cancelled, Rescheduled)No calculationString
NotesNotes or remarks associated with the appointmentNo calculationString
Reschedule CountNumber of times the appointment has been rescheduledNo calculationInterger
Duration (min)Appointment duration in minutesNo calculationInterger