Call Report

What is Call Report?

A call report is a document that provides information about the performance and activities of a call center or contact center. It contains important data and metrics related to incoming and outgoing calls, such as call volume, call duration, response time, and customer satisfaction. Call reports are used by managers and supervisors to assess the efficiency and effectiveness of their call center operations, identify areas for improvement, and make informed decisions.

What are the types of Call Report?

There are several types of call reports that organizations can use to track and analyze their call center activities. Some common types include:

Daily Call Report: Provides a daily summary of call center activities, including the number of calls received and made, average call duration, and any important issues or trends observed.
Weekly/Monthly Call Report: Presents a comprehensive overview of call center performance over a specific period, highlighting key metrics and trends. It helps managers evaluate the overall performance and set goals for improvement.
Agent Performance Report: Focuses on individual agent performance, including metrics like average call-handling time, call abandonment rate, first-call resolution rate, and customer satisfaction scores. This report helps identify top performers and areas for agent training or coaching.
Service Level Report: Measures the call center's ability to meet service level agreements (SLAs) and provides statistics on call response time, call queue length, and average speed of answer. It helps managers ensure that calls are handled promptly and efficiently.
Customer Satisfaction Report: Collects feedback from customers regarding their experience with the call center's service. It includes ratings and comments to help assess customer satisfaction levels and identify areas for improvement.

How to complete Call Report

Completing a call report requires attention to detail and accurate data recording. Here are the steps to effectively complete a call report:

01
Gather all necessary information: Collect relevant data such as call volume, call duration, call outcome, customer information, and any other metrics required by the call report template.
02
Enter the data into the call report template: Use a call report template, either provided by your organization or available through a software tool like pdfFiller, to input the gathered information accurately.
03
Review and verify the data: Double-check all entered data to ensure its accuracy and consistency. Mistakes or inaccuracies in the data can compromise the usefulness of the call report.
04
Analyze the data: Once the call report is complete, analyze the data to identify patterns, trends, and areas for improvement. Look for insights that can help optimize call center operations and enhance customer satisfaction.
05
Share the report: Share the call report with relevant stakeholders, such as supervisors, managers, or team members, to keep them informed about call center performance and facilitate data-driven decision-making.

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Video Tutorial How to Fill Out Call Report

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Questions & answers

Table of contents (if the report is more than a few pages) An introduction describing your purpose in writing the report. A body paragraph where you include the information you are conveying with the report. Conclusion or recommendation depending on the purpose of the report.
Create a Document Template Open or create the document that you want to use as the template, then click the File tab. Click Save As. Select a location. Name the file and click the Save As Type list arrow. Select Word Template from the list. Click Save.
Usually daily report focuses on three main points: 1) Achievements or Accomplishments. The daily project status report must be able to present any positive milestones the team reached for that particular day. 2) Plans for the Following Day. 3) Issues or Challenges.
How to Write a Sales Call Report? Write down all the “technical” data regarding the call: your name, your prospect's name and contact information, date and time of the call, call duration, and any other relevant info. Write down your prep notes, call type, and call goal.
Elements of a report Title page. This page should include: Executive summary. Table of contents. Introduction. Discussion or body. Conclusion. Recommendations. Reference list.
To create a Word report layout for a report On the Tools menu, choose Word Layout, and then choose New, and then choose the OK button. If the New item is inactive, then the report already has a Word report layout.