AgeroSupport.com – Performance Scores And Custom Reports

Dashboard on AgeroSupport

Do you ever wonder why you are missing calls? Or what your performance is in a particular zip code? This blog will allow you to further navigate AgeroSupport to better understand your business. Below we will outline how you can use the Custom Reports tool to filter your search based on your desired criteria.

The first step in this process is to navigate to the “Performance > Custom Reports” page on AgeroSupport.com. Once logged in you are immediately brought to your scorecard or the page displaying your performance in pie charts. Under “Quick Links” click on “Run Custom Reports” or simply click on the call acceptance pie chart and you have successfully found the Custom Reports page.

Now that you have figured out how to reach the Custom Reports page it is time for you to begin running your own custom reports! After you have determined what you are searching for by clicking on the various categories and drop down boxes, make sure you either select “View Data” or “View Graphs” to run the report. After running the report you can scroll down and view your findings.

Example of one of the many reports that can be used

The above diagram is an example of a helpful report many Service Providers use to help manage their business. The above report is looking at your performance over the last 30 days and the calls that were “Refused” in your “Assigned” territory. A report, such as the above example, would help your company determine why and how frequently you are missing calls.

 There are countless options to filter your report: certain days of the week, times of day, zip codes, service types, etc. Just select the options you want to include and then click on either “View Data” or “View Graphs” to run the report.

Use any of the filter options when running reports

To sort the list of calls generated after filtering your report by “call detail”, “service equipment”, or “zip code”, simply click on the header of that column. To print out or transfer the data into Microsoft Excel, click on the logo.

Let these custom reports help you pinpoint areas of opportunity. Don’t spend your valuable time trying to find the issues, spend your time fixing them.