Overview
The List Report provides insight into Lead List performance. Allowing Admins to track call metrics by List.
Contents
Running the List Report
1.) Click the Reports main menu.
2.) Click the Custom Reports menu option.
The page will open on the Affiliate Conversion Report.
3.) Click List Report in the Common Reports list.
4.) Select a Date Range in the Filter Date Range box.
- (A) Start and End Dates fields: Allow you to enter a custom date range.
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(B) Quick Date buttons: Allow you to auto-fill the Date fields with the range options.
- These buttons calculate based on the current date. Use them when configuring a Saved Report to prevent duplicate metrics when the system re-runs it.
- (C) Time fields: Allow you to specify Start and End time hours and minutes.
- (D) Click Apply to save your chosen Dates and Times.
5.) Configure any Filters you want applied to the Report:
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Filters tab:
- Call Types: Select from the types of calls to show in the Report: 3-way, Inbound, Outbound, and Manual.
- Users: Select from the Account Users to include in the Report.
- Campaigns: Select from the Campaigns.
- Queues: Select from the Queues.
- Statuses: Select from the system and custom statuses.
- Lists: Select from the Lead Lists.
- Talk Time: Select from greater than and less than and enter a custom value for Talk Time to filter against.
- DID Reputations: Select DID Reputations to show in the Report: Flagged or Blocked by AT&T, Flagged or Blocked By Complaints (FCC), Flagged or Blocked By T-Mobile, Flagged or Blocked by Verizon, and Not Flagged or Blocked By Any.
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Additional Filters tab
- Selected Caller IDs to Search: This drop-down allows the Admin to select specific Caller IDs for the Report.
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Add Caller IDs to Search: Admins add the Caller IDs they want to use in this field.
- (A) Country Code: Select the Country Code in this drop-down.
- (B) Phone Number: Enter the 10-digit phone number in this field.
- (C) Plus sign: Click this button to add the number to the available Caller IDs.
6.) Click the Break Down tab to select Break Downs.
- Horizontal Break Downs separate the data in the table based on the chosen filter.
- Vertical Break Downs add columns to the table based on the chosen filter.
7.) Click the blue Run Report button.
The Report will appear once it has finished processing. Admins can complete other tasks and will get a notification once it is ready.
Save Report
There are two options for saving your Reports. One version enables Admins to save the current results as a CSV file, while the other saves the criteria for re-running the Report.
1.) Click the Export to CSV button to download as a CSV file to your device.
1.) Alternatively, click the Save Report button to open the Save Report pop-out.
2.) Configure the Save Report fields:
- (A) Name: Specify your preferred Name.
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(B) Emails: Specify which email(s) will receive the Report.
- i.e., admin1@emailadress.com, admin2@emailadress.com, etc.
- (C) Frequency: Drop-down to specify a frequency for the Report to re-run and send emails.
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(D) Time: Specify when you want your Report to be saved.
- If not repeating this Save, then leave it at the Default of the current time.
- (E) Click Save when complete.
Reading the List Report
The List Report consists of a graph and a detailed table. The graph allows for visualizing your Lead Lists' overall performance, and the table breaks down all the metrics in the graph.
X-axis: List Names
Y-axis: Number of Calls
Graph Data
Each of these data points has a different colored bar:
- Calls: The total number of calls performed on this List in the date range.
- Outbound: The total number of Outbound calls dialed by the Campaign on this List in the date range.
- Inbound: The total number of Inbound calls from the Leads on this List in the date range.
- Manual: The total number of Manual calls performed by Agents to the Leads on this List in the date range.
- 3-Way: The total number of 3-way calls including Leads on this List in the date range.
Table Data
- Calls: Total calls made to Leads on the List.
- Contacts: Total number of calls answered by the Lead or Agent. Calls that connect an Agent to an Answering Machine are still considered Contacts.
- Outbound: Total number of Outbound calls made by the Campaign to Leads in the List.
- Inbound: Total number of Inbound calls made by Leads in the List.
- Manual: Total number of Manual calls made by an Agent to Leads in the List.
- 3 Way: Total number of 3 way calls that included Leads in the List.
- Talk Time: Total time Agents spent in calls with Leads in the List.
- Voicemail: Total number of calls marked as Answering Machine or Voicemail to Leads in this List.
- Drop: Total number of Outbound calls dropped by the Campaign to Leads in the List.
- Others: Total number of calls not marked as Voicemail or Dropped.
- Voicemail %: Total percentage of calls marked as Voicemail in this List.
- Drop %: Total percentage of calls dropped by the Campaign to Leads in the List.
- Others %: Total percentage of calls not marked as Voicemail or Dropped to Leads in the List.
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