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How to View the Inbound Call Routing Report

  1. Select Inbound Call Routing Report from the inSight drop-down menu.

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  2. Select the report parameters from the Date, Branch, and Team/Agent drop-down menus.

    • Date: This defines the time period of the report; it always defaults to the current day when opened.

    • Branch: The user can select a specific branch for the report.

    • Team/Agent: The user can select a specific team or agent, or choose all of them for the report.

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  3. Click Run Report.

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  4. The Inbound Call Routing Report opens.

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  5. Click any of the hyperlinked report results to drill down for further details. In this example, clicking the “4” in the Missed Calls column for ICR Test in the inLead Campaign column opens the Missed Calls popup window. Clicking hyperlinked results in any of the popup windows allows the user to continue to drill down for further details.

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Columns in the Inbound Call Routing Report

Column Name

Description

inLead Campaign

Name of any inLead campaign with Inbound Call Routing turned on

Campaign Number

Inbound number associated to the campaign

Forwarding Number

Forwarding number associated to the campaign

Distributed/Answered Calls

Calls answered by an agent via Inbound Call Routing lead distribution

Missed Calls

Calls that were sent to agents but not answered, then sent to the forwarding number

Other/

No Matching Agents Found

Call is sent to the call forwarding number

Other/

No Caller ID/Blocked

Borrower Hang-up

Other

Total Other

Routed to Primary Agent

CallerID identifies call as an existing lead; call is routed to and answered by the primary agent

Other/ No Caller ID/Blocked

Call is sent to the call forwarding number

Call is sent to the call forwarding numberOther/ Borrower Hang-up

Inbound caller hangs up before call is answered or forwarded

Other/Other

Calls that ended for an unknown reasonOther/ Total Other

Total number of “other” calls

CallerID identifies call as an existing lead; call is routed to and answered by the primary agent

Total Calls

All calls received an Inbound Call Routing number

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