A summary report that gives users an overview of the Rep Initiated Over and Above's being actioned and the results of those actions.
A detailed version of this report is also available for a lower level view.
Report Location
Report Category: Store Check
Report Sub Category: Summary
Report: Over and Above Summary
Report Sample
| View By | # of Accounts | # of Accounts Called On | # of Calls With Data | Over and Above | |||||||||
| Type 1 | Type 2 | Type 3 | Type 4 | Type 5 | Type 6 | Type 7 | Type 8 | Type 9 | Type 10 | ||||
| Territory 1 | 300 | 120 | 72 | 62 | 12 | 10 | 2 | 31 | 27 | 11 | 1 | 0 | 2 |
| Territory 2 | 305 | 153 | 81 | 70 | 7 | 66 | 21 | 9 | 20 | 18 | 0 | 0 | 3 |
| Territory 3 | 350 | 172 | 95 | 88 | 20 | 87 | 27 | 17 | 41 | 12 | 0 | 5 | 0 |
| Territory 4 | 285 | 203 | 88 | 52 | 18 | 74 | 17 | 24 | 31 | 19 | 8 | 0 | 1 |
| Territory 5 | 310 | 52 | 43 | 40 | 21 | 0 | 0 | 32 | 17 | 8 | 3 | 0 | 2 |
Totals & Sub-Totals
Grand Total at the bottom of the report
Parameters
- Periods (Year, Cycle, Month, Week)
- View By Account Group
- All Account Groups
- Product Group
Requirements for report
- Accounts exist in the Perenso database
- Report Config has been done in Administrator for "Group" parameters to show data / work
Sort Order
- Account Group
Column Details
View By
This will change depending on the "View By" parameter set on the report. For example, if "Territory" is selected in the View By parameter then this column will return the description for all territories.
# of Accounts
This column returns the total number of active accounts within the Account Group in column A (in this example, "Territory").
# of Accounts Called On
This column returns the unique total number of accounts that have been called on of those accounts in the # of Accounts column. For an account to be counted here, it must have at least 1 completed call on it within the specified period (set in the parameters of the report) and the call must have be of a type that Counts towards the User's Call Rate (i.e. the box "This Call Type Counts towards the User's Call Rate" is checked on the Call Type in Administrator)
# of Calls With Data
This column returns the total number of calls that have a completed call (same calculation as "# of Accounts Called On") that also contain a completed Over and Above Type
Question 1 through to Question 10
These are example columns only. This report shows every Over and Above Type in the Perenso database.
This column returns the total number of calls that have a completed Work Item (as specified in the parameters) and an answer for the Type in the column header exists. For example, if the parameter View By = "Grade", then this column returns the total number of calls where the each Over and Above Type was completed and an answer was recorded against each Grade exists.