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Dial-IQ Reports: User Call Activity Summary

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User Call Summary

The User Call Summary Report reveals information about how users are using Dial-IQ. Use this report to:

  • Track Dial-IQ usage and metrics by users and groups
  • View details of total calls made by a user
  • View details of scheduled call backs by a user

 

On the main menu, mouse over the reporting submenu, then the Lead Dialer Reports submenu, and click on User Call Summary

 

The report will run automatically with some default settings. The report will return the User Call Summary for:

  • All Groups
  • All Users
  • From the last seven days

 

The date range of the results will be automatically populated in the From: and To: fields, with today’s date being in the To: field and the From: field containing the date seven days ago.

user-call-activity-report-11-1.png

 

Set the Groups and Users filters as desired to see User Call Summary data for groups or individuals. To change the range of dates you can click inside the To: and From: fields to change the dates, or click the Range: radio button and select a date range from the dropdown.

The data returned by this report is as follows:

Call Status- The icon in this column displays the user’s current call status i.e., if they are on the phone or not. A green phone indicates the user is currently on a call, the red phone icon indicates that the user is not on a call.

User- This column displays the user’s name. The value in this column is an active link. Clicking the User Name link will display the Call Activity Summary for the selected user. This report displays the details of each call. In the example image below, clicking on “Redfern, John” displays details of all those calls in the Call Activity Summary report below

user-call-activity-report-11-1-call-summary-user-both.png

Lead Count- The value in this column is the total number of leads currently in the users name

Lead Assigned- The value in this column is the number of leads assigned to the user during the selected date range

Leads Called- The value in this column is the total number of unique leads called using Dial-IQ during the selected date range

Calls Made- This column indicates the total number of calls made during the selected date range, irrespective of whether they were connected or not connected

Calls Abandoned – This column displays the number of calls that have been abandoned by the associated user during the selected date range.

Abandonment Rate – This column displays the abandonment rate associated with the user during the selected date range. To remain in compliance with FTC telemarketing sales rule and upcoming FTC guidelines, users should have an abandonment rate of less than 3% per 30 days.

Transfers Received- This column indicates the total number of transfers received during the selected date range, irrespective of whether they were connected or not connected

Call Duration- The value in this column is the total number of minutes the user spent on calls placed using Dial-IQ

Avg Call Duration- The value in this column is the average length of the calls placed by this user using Dial-IQ

Transfer Duration- The value in this column is the average length of transferred calls received by this user

 

Note that these numbers do not include Shotgun Connect attempts.

Call duration is reported to the tenth of a minute.

User Call Summary

The User Call Summary Report reveals information about how users are using Dial-IQ. Use this report to:

·         Track Dial-IQ usage and metrics by users and groups

·         View details of total calls made by a user

·         View details of scheduled call backs by a user

 

On the main menu, mouse over the reporting submenu, then the Lead Dialer Reports submenu, and click on User Call Summary

main-menu-reporting-lead-dialer-reports-user-call-summary.png

The report will run automatically with some default settings. The report will return the User Call Summary for:

·         All Groups

·         All Users

·         From the last seven days

 

The date range of the results will be automatically populated in the From: and To: fields, with today’s date being in the To: field and the From: field containing the date seven days ago.

user-call-summary.png

Set the Groups and Users filters as desired to see User Call Summary data for groups or individuals. To change the range of dates you can click inside the To: and From: fields to change the dates, or click the Range: radio button and select a date range from the dropdown.

The data returned by this report is as follows:

Call Status- The icon in this column displays the user’s current call status i.e., if they are on the phone or not. A green phone indicates the user is currently on a call, the red phone icon indicates that the user is not on a call.

User- This column displays the user’s name

Total Leads Assigned- The value in this column is the total number of leads assigned to the user

Leads Called- The value in this column is the total number of unique leads called using Dial-IQduring the selected date range

Total Calls- This column indicates the total number of calls made during the selected date range, irrespective of whether they were connected or not connected. The value in this column is an active link. Clicking the Total Calls number link will display the Call Activity Summary for the selected user. This report displays the details of each call. In the example image below, clicking on the “3” in the “Redfern, John” row of the Total Calls column displayed details of all those calls in the Call Activity Summary report below

user-call-summary-with-total-calls-by-user.png 

Total Call Duration (Minutes)- The value in this column is the total number of minutes the user spent on calls placed using Dial-IQ

Avg Call Duration (Minutes)- The value in this column is the aver

User Call Summary

The User Call Summary Report reveals information about how users are using Dial-IQ. Use this report to:

  • Track Dial-IQ usage and metrics by users and groups
  • View details of total calls made by a user
  • View details of scheduled call backs by a user

 

On the main menu, mouse over the reporting submenu, then the Lead Dialer Reports submenu, and click on User Call Summary

 

The report will run automatically with some default settings. The report will return the User Call Summary for:

  • All Groups
  • All Users
  • From the last seven days

 

The date range of the results will be automatically populated in the From: and To: fields, with today’s date being in the To: field and the From: field containing the date seven days ago.

 

Set the Groups and Users filters as desired to see User Call Summary data for groups or individuals. To change the range of dates you can click inside the To: and From: fields to change the dates, or click the Range: radio button and select a date range from the dropdown.

The data returned by this report is as follows:

Call Status- The icon in this column displays the user’s current call status i.e., if they are on the phone or not. A green phone indicates the user is currently on a call, the red phone icon indicates that the user is not on a call.

User- This column displays the user’s name

Total Leads Assigned- The value in this column is the total number of leads assigned to the user

Leads Called- The value in this column is the total number of unique leads called using Dial-IQduring the selected date range

Total Calls- This column indicates the total number of calls made during the selected date range, irrespective of whether they were connected or not connected. The value in this column is an active link. Clicking the Total Calls number link will display the Call Activity Summary for the selected user. This report displays the details of each call. In the example image below, clicking on the “3” in the “Redfern, John” row of the Total Calls column displayed details of all those calls in the Call Activity Summary report below

 

Total Call Duration (Minutes)- The value in this column is the total number of minutes the user spent on calls placed using Dial-IQ

Avg Call Duration (Minutes)- The value in this column is the average length of the calls placed by this user using Dial-IQ

Scheduled Dial Calls- The value in this column is the number of Scheduled Dial calendar events created by the user or for the user in the selected time/date range. Clicking the Scheduled Dial Calls number link will display the Scheduled Dial Summary for the selected user report. This report displays the details of each Scheduled Dial call. In the example image below, clicking on the “9” in the “Johnson, Matthew” row of the Total Calls column displayed details of all those calls in the Scheduled Dial Summary report below.

 

Avg Retry Attempts to User- The value in this column is the average number of attempts made by Dial-IQ to contact a user for a Scheduled Dial

Last Call Time-The value in this column is the date and time when the user last placed a call using Dial-IQ

age length of the calls placed by this user using Dial-IQ

Scheduled Dial Calls- The value in this column is the number of Scheduled Dial calendar events created by the user or for the user in the selected time/date range. Clicking the Scheduled Dial Calls number link will display the Scheduled Dial Summary for the selected user report. This report displays the details of each Scheduled Dial call. In the example image below, clicking on the “9” in the “Johnson, Matthew” row of the Total Calls column displayed details of all those calls in the Scheduled Dial Summary report below.

user-call-summary-with-scheduled-dial-by-user.png

Avg Retry Attempts to User- The value in this column is the average number of attempts made by Dial-IQ to contact a user for a Scheduled Dial

Last Call Time- The value in this column is the date and time when the user last placed a call using Dial-IQ

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