Step 1 - 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. Confirm the date range listed (B) and 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).
Report Structure
Inbound columns - each category is 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
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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.
Outbound - each category is per facility
Total (H) - (I) - Collection J collection
