Access
Step 1 - After logging in as an Administrator, click Reports.
Step 2 - Click Order By Report.
Step 3 - Click the icon (A) next to Call Tracking Reports: Order by Report and you’ll be brought back to Step 2. The date range selected (B). Use the filter option (C) to narrow your report, including updating the date range. You can export the report to another program by clicking (D).
Layout
Inbound columns (per facility)
Total (A) - Total number of calls.
Answered (B) - Total number of calls that were answers at any point in your call routing.
Not Answered (C) - Number of calls that were not answered at any point in your call routing.
Leads (D) - Number of calls from Leads.
Customer (E) - Number of calls from Customers.
Collection (F) - Number of calls that came into the collection line.
Other (G) - Number of calls dismissed as Other.
Outbound - (per facility)
Total (H) - Number of outbound calls.
Follow up (I) - Number of follow up calls.
Collection (J) - Number of collection calls.
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This report provides insight into calls that came in and went out through CallPotential.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Report date ranges that include current or future dates will have incomplete data due to when reports are refreshed. We strongly recommend selecting a date range that only includes past dates.
(A)Location - The location were the employee works.
(B) Inbound Calls - The total number of calls received through CallPotential.
(C) Inbound Lead Calls - The total number of calls dispositioned as Leads.
(D) Inbound Customer Calls - The total number of calls dispositioned as Customers.
(E) Inbound Collection Calls - The total number of calls that came into the Collection line.
(F) Inbound Other Calls - The total number of calls dispositioned as Other.
(G) Outbound Calls - The total number of outbound calls initiated through CallPotential.
(H) Outbound Follow-up Calls - The total number of follow up calls.
(I) Outbound Collection Calls - The total number of Collection calls.
