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Viewing Call Report Charts

As a manager or Siebel administrator, you can use the Call Report Charts view for call volume analysis of your own calls, your team's calls, or all call reports in Siebel Insurance. Use this view to analyze call volume and call types by employee and by customer, in order to determine which clients are receiving the most service.

To view a chart for your call reports

1. Navigate to the Call Reports screen, then the Call Report List view.
2. From the visibility filter, select one of the following:
   • My Call Reports
   • My Team's Call Reports
   • All Call Reports

     The view selected returns an appropriate set of call report records to be analyzed.

3. Click the Charts link on the link bar.

   The chart reflects only those call report records in the current query; that is, those records listed in the Call Reports list preceding the chart.

4. From the lower Show drop-down list, select one of the following chart types:

   Chart	Comments
   Call Type Analysis	A breakdown of all selected call reports by Call Type.
   Call Volume Analysis	Charts the number of calls each month, quarter, or year.
   Call Volume by Employee	Charts the number of calls each month, quarter, or year, employee.
   Company Calling Analysis	Charts the number of calls for each company.
   Employee Calling Analysis	Charts the number of calls for each company, by employee.

   NOTE:  Place your cursor over any chart segment to reveal additional information about that segment. Click a segment to drill down and refocus on just the call reports in that segment.