Versions Compared

Old Version 25

changes.mady.by.user Patrick Hauser

Saved on

compared with

New Version Current

changes.mady.by.user Patrick Hauser

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Access

Step 1
  • After logging in as an Administrator, click Reports.

Image Removed

Step 2 

  • Click Order By Report.

Image Removed

Step 3 

  • Click the icon (A) next to Call Tracking Reports: Order by Report and you'll return to the main account dashboard.
  • The date range selected (B). 
  • Use the filter option (C) to narrow your report, including updating the date range.
  • You can download the report by clicking (D).

Image Removed

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.

Image Removed

Outbound - (per facility)

  • Total (H) - Number of outbound calls.
  • Follow up (I) - Number of follow up calls.
  • Collection (J) - Number of collection calls.
Image Removed

RETURN TO THE MAIN SUPPORT PAGE

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.

Image Added

  • (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.

Image Added