Comparing the Missed Call, Missed Call by User and Call Cycle Compliance reports

Modified on Tue, 4 Jun at 9:35 AM

In Skynamo there are different ways of planning, and making sure none of your customers are being missed. The below 3 reports are similar, but report on very different things.

Missed Call Report:

The first report is the Missed Call Report. The Missed Call Report displays the customers that your users are assigned to, that have not been seen in a given time frame. The users do not need to do the planning in their calendar, and from the management, no cycle needs to be applied. It simply shows the customers that have not been seen within the selected time frame. This time frame is adjusted within the "visit age" filter.

If the visit age is set to 28 days, all customers that are assigned to you, that you did not visit in the last 28 days, will be shown along with the amount of days ago that you last visited them.

Call Compliance Report:

The second report is the Call Cycle Compliance Report which reports on scheduled visits over a specified time period. This report will specifically show you visits that have been planned in the calendar as scheduled visits, that (1) have not been completed; (2) have been completed on the day it was scheduled for; and (3) have been completed late. It also provides information regarding the percentage of visits that have been completed off-site.

Missed Call by User Report:

Lastly, we have the Missed Call by User Report, which displays the customers that have Missed Calls (Visits) / Calls Pending for the specified time period, based on the user’s visit frequencies.

In other words, this report shows the visit/call requirements for a user at each customer that they are required to visit as per the visit frequencies. Therefore, his report requires management to set up a Visit Frequency for the customers or the users to assign a Visit Frequency from their side.

To summarise:

The Missed Call report will report on any customer not seen in a specified time frame.

The Call Cycle Compliance report will show a breakdown of any scheduled visits not completed or completed late.

Your Missed Call by User report is going to show you when the set Visit Frequency is not being kept to.