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The Account Penetration Summary Report displays an executive summary of attempts per account along with efficiency ratios that display average attempts per account per outcome type. It can be searched at the enterprise level, call center, or service.


Interpretation of the data is easiest moving from left to right, starting in the "Break Down Of All Accounts" section. Keep in mind that the information shown is specific to the services/call centers and period selected for the report. The data in each column represents:

  • Successful Transfers: The number of successful attempts to bridge connected calls to agents (vs Failed Transfers)
  • Failed Transfers: The number of unsuccessful attempts to bridge connected calls to agents (vs Successful Transfers)
  • Connects: The total number of dials resulting in a connection with a live party or automated response (answering machine, fax, etc)
  • Not Connects: The total number of dials not able to connect (breakdown is visible from the ** section towards the bottom of the report)
  • Attempts: The total number of dials (Connects + Not Connects)
  • Not Mades: The total number of accounts or transactions which were not attempted/dialed (breakdown of the reasons why is available from the * section at the bottom of the report)
  • Total: The total number of accounts or transactions loaded into the system (Attempts + Not Mades)

The "Average Attempts Per Unique Account" under the Efficiency Ratios section informs on the average number of attempts on each account.  This is calculated by dividing each column's "Categorizing Attempts by Final Best Results" by "Unique Attempts by Best Results."

All analytics reports must be scheduled from the Schedule Reports tab to run, and cannot be run live. Reports are generated Sunday night and are available Monday morning.

The Schedule Reports tab is only available to users with Sysadmin and Superuser level access.

Generate Report Criteria:

Required entries have an asterisk.  All other entries are optional.

  • Job Name: For organizational purposes, the Job Name can be assigned to keep track of different "Job," or automatically generated report, purposes.
  • Generated Report Name: The name that will appear for the report in the Saved Reports tab. 
    • There is no particular naming syntax for “Generated Report Name”. You can make it slightly descriptive like “Weekly For Barbados “, or “MTD For Barbados”
    • The entry is limited to 100 characters.
    • The pattern $startDate and $endDate in the name are replaced by actual dates for the report.
  • Aggregate Report For: Set whether the scope of the report will be of one or more call center groups or one or more services. 
      • To be more informative it is advised that reports are grouped by type of service and book of business. 
    • Selected Call Center(s): Define which call center(s) the report will generate data on.
    • Selected Service(s): Define which service(s) the report will generate data on.
  • Aggregate Report Timeframe - Determines the scope of time the report will have data on
    • If the Weekly option is chosen, the report is going to be generated for the previous week from Monday to Saturday and the start/end date will be automatically populated.
    • If the MTD option is chosen, the report is going to be generated from the 1st of the month to the current date and dates will be automatically populated.
  • Enable Report - Activates or deactivates the report.  

Once all report settings are correct select "Create Job," and a new entry will be added to the above Scheduled Reports pane. Edit a selection by highlighting, making edits, and selecting "Modify Job." 

Only 10 jobs per report are supported. Scheduled jobs can be deleted and replaced by new jobs. When the amount of jobs is exceeded, you will receive a system notification.


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