Summary
If an account has a completed call on it within a specified period, it has been "Reached". This report is intended for customers to be able to analyse which account types have and haven't been reached at a summary level. The detailed version of this report (Reach Detail) breaks this information down to the specific account level.



Report Location 

Report Category: Coverage

Report Sub Category: Summary

Report: Reach Summary



Report Sample



Parameters 

  • Account Groups (as set in "Reporting Config" within Perenso Administrator)
  • Period: Years, Months, Cycles, MAT, Weeks
  • Call Type/s
  • Base Report On (changes the group headings of the columns in the report (e.g. A Grade, B Grade etc are shown if "Base Report On" is set to "Grade)



Requirements for report 

  • Accounts exist in the Perenso database
  • Report Config has been done in Administrator for "Group" parameters to show data / work
  • Calls against an account are completed 



Sort Order 

  • Account Group 1 (in this example, "Territory") 



Column Details 

  • Territory (Group Reports On) 
    This column will return the "Group Reports On" Account Group for the account in the ‘Account Name’ column. The "Group Reports On" Account Group is defined in Administrator within "Reporting Config". For example, if the "Group Reports On" Account Group has been set to "Territory" then this column will return the Territory the account is in.

  • # Accts 
    This column will return the total number of active accounts that are within the Account Group.

  • # Reached 
    This column will return the total number of accounts that have a least 1 completed call on them (as per the "Call Type" parameter). If an account is called on more than once it still only counts as 1. This is irrespective of who did the call.

  • % Covered 
    This column is a calculation of ‘# Reached’ / ‘# Accounts’ (shown as a %).

  • A Grade, B Grade, C Grade’ etc 
    These columns will the similar to the above ‘# Accts’, ‘# Reached and ‘% Reached’ except specific to the remaining groups in the Account Group specified in the "Base Report On" parameter.