Summary
Frequency reports are intended to allow users to see how often accounts are being called on. In this particular example, this report gives an overview by Contact Group of the number of accounts with no calls, through to the number of accounts with 13 or more calls.



Report Location 

Report Category:  Coverage

Report Sub Category: Summary

Report: Frequency Summary



Report Sample



Totals & Sub-Totals 

Sub Total at the Rep level

Grand Total at the bottom of the report



Parameters 

  • All Account Groups
  • Period (Years, Cycles, Months, Weeks)
  • Call Type
    - "All"
    - "Counts Towards Call Rate" - This only counts calls done by the Rep where the Call Type has been set to "This Call Type Counts towards the User's Call Rate" within Administrator
    - "Does Not Count Towards Call Rate" - This only counts calls done by the Rep where the Call Type has NOT been set to "This Call Type Counts towards the User's Call Rate" within Administrator 



Requirements for report 

  • Accounts exist in the Perenso database 
  • Report Config has been done in Administrator for "Group" parameters to show data / work
  • Report only counts completed calls



Sort Order 

  • Rep Name
  • Grade (Account Group)



Column Details 

  • User 
    This column returns the ‘Display Name’ of the user. Only users where the User Type has "I would like to Report on these Users" checked on in Administrator (System Config \ User Types) will show in this report.

  • Grade 
    This column will return the Contact Group specified in the "Extra Group 1" field within "Reporting Config" for Accounts in Perenso Administrator.

  • # of Accounts 
    This column returns the total number of active accounts within the Account Group in column B (in this example, "Grade") that are visible to the user.

  • # of Calls 
    This column returns the total number of completed calls on any active account for the call type and period specified within the parameters that were done by the user in the 'User' column on accounts they can currently see.

  • Avg Frequency 
    This column is a calculation. The calculation is: '# of Calls' / '# of Accounts' = Avg Frequency.

  •  # 0 Calls through to # 13+ Calls 
    These columns return the total number of accounts that have had the corresponding number of calls on them.
    For example, the column '# 1 Call' returns the total number of accounts that have 1 completed call on them within the period specified within the parameters. The column # 13+ Calls returns the total number of accounts that have had 13 or more calls on them. Only calls done by the user in the user column count and calls must be on accounts they can currently see.