Phone Reports

Phone Report produces various sample disposition reports.  The report can be run on all cumulative dates for a study or for a date range.  Any number of reports can be run and a base can be set.

  1. Click on the Project Tracking Tab
  2. Click Phone Reports
  3. Select a project from the drop down menu
  4. Click All Dates to run a cumulative report or click Specify Date Range to run the report on certain time periods
  5. Select which reports you want produced
  6. If choosing the Interviewer Productivity Report, you will be prompted for cost calculations:
    1. Cost per complete
    2. Cost per interviewer hour
    3. What cost to use – This must be a number with 2 decimal places
  7. Enter a base selection
  8. Click the “Run Report” button to run the reports
  9. The report will display in a separate window
  10. View the report by clicking on the hyperlink in the Report Results section
  11. Available files for download will appear on the screen
  12. You can click the “Check All” box to select all the files, the “Uncheck All” box to deselect all the files, or you can select the specific file hyperlink that you want to download
  13. These files will be automatically compressed and saved as a zip file
  14. Click the “Download” button to download the file