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Siebel eFinance Guide > Call Reports > Administrator Procedures >

Viewing Call Report Charts

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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 eFinance. Using this view, you can analyze call volume and call types by employee and by customer to determine which clients are receiving the most service.

To view a chart for your call reports

1. Navigate to the Call Reports screen.
2. From the Show drop-down list, 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 view tab.

   The chart reflects only those call report records which are currently selected; that is, those records listed in the Call Reports list above 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 per month, quarter, or year.
   Call Volume by Employee	Charts the number of calls per month, quarter, or year, per employee.
   Company Calling Analysis	Charts the number of calls per company.
   Employee Calling Analysis	Charts the number of calls per 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.

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