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Standard reports and dashboards


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The reports and dashboards are, generally speaking, listed in their own feature sections:

The remaining reports are listed on this page. These are standard reports, available by default. For custom reports, see Custom reports.

All of the reports, unless otherwise stated, can be downloaded as .csv files. Also, all of the reports can be filtered by user name and date range. Additional filters, when available, are mentioned in the report description.

The metrics used in the reports are described at Standard metrics.

Reports list

Description of each report

Activities Cover

This report shows the total number of tasks, their closure rate, and the average number of tasks planned and completed by people in a day.  To see this report, click Activities > Cover.

The report contains the following information:

  • Total tasks: Total number of planned tasks that day
  • Closure percentage: Percentage of tasks closed that day
  • Planned/Rep/Day: Average number of tasks planned by people that day
  • Completed/Rep/Day: Average number of tasks completed by people that day

Activity List

This report shows the status of all activities.  To see this report, click Activities > Activity List.

The report contains the following information:

  • Created: The date when the activity was created
  • Assigned to: The name of the person
  • Meeting: The date and time of the activity
  • Status: Whether the activity is completed
  • Activity name: The name of the activity
  • Partner name: The lead or partner to meet or call
  • Partner code: The code assigned to the lead or partner
  • Last updated: The date and time when the last update was made to this activity
  • Reschedule count: The number of times the activity was rescheduled

Activity Planning Report

This report shows the number of tasks planned and completed by each user.  To see this report, click Reports > All Reports > Activities Analytics > Activities Planning Report.

The report contains the following information:

  • User name: The name of the person
  • Planned task: The number of tasks that the person planned to complete
  • Completed activity: The number of tasks that the person was able to complete

Completed Task/Rep/Day

This card shows the ratio of daily completed activities to the number of agents.  To see this report, click Reports > All Reports > Activities Analytics > Activity Efficiency Report.

Completed Tasks Over Time

This graph shows the number of tasks completed on a given date.  To see this report, click Reports > All Reports > Activities Analytics > Activities Planning Report.

Outcome

This report shows activities and the number of completed activities on a specific date.  To see this report, click Reports > All Reports > Activities Analytics > Activity Distribution.

Overall Planned Task Breakdown

This pie chart and bar graph shows the total number of activities planned by type in the given time range.  To see this report, click Reports > All Reports > Activities Analytics > Activity Distribution Report.

Planned Tasks Over Time

This graph shows the number of tasks planned for a given date.  To see this report, click Reports > All Reports > Activities Analytics > Activities Planning Report.

Productivity

This chart shows the numbers for the activity states.  To see this report, click Activities > Productivity.

Rescheduled/Activity

This card shows the ratio of the total number of times a reschedule happened to the total number of created activities.  To see this report, click Reports > All Reports > Activities Analytics > Activity Efficiency Report.

Task Planning

This report shows the number of planned and completed activities (including logged activities), and their percentages. The table shows the planned task and completed activities of all team members.  To see this report, click Reports > All Reports > Activities Analytics > Other Activity Reports.

The report contains the following information:

  • User Name: Name the person
  • Planned Task: Number of activities completed
  • Completed activity: Number of activities completed

User Call Report

If you're using a web telephone service (such as Exotel) to make in-app calls, this report shows daily trends. You can see the average number of calls made, average call duration, call completion rate (calls connected divided by the total calls made), and the status (whether completed, busy, not answered, or failed).
Call recordings are also available. If you don't see them, contact Vymo Support.  To see this report, click Reports > Call Reports > User Call Reports.  This report has additional filters of hour.

The report contains the following information:

  • User Code: The employee code
  • User Name: The name of the person
  • Lead or Partner Name: The name of the lead or partner who was called
  • Call Start Time: The time when the call was placed through the app
  • Call End Time: The time when the call was ended
  • Duration: The duration of the call, which includes the time taken by the device to connect to a web telephone service, and the time elapsed before the other person answered the call
  • Call status: Whether the call went through, was answered, or was cancelled
  • Recording URL: A click-and-listen link to the call recording

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