Why don't the totals in the Reporting dashboard match the metrics on the main Portal landing page?

    When you log in to the Customer portal, you will see an overview of your calling numbers, active programs and below a breakdown of your programs along with the number of calls, answer rate, and decline rate.

    When you click on Reports and see the Dashboard, your number of calls, answer rate, and decline rate will usually be different because the ones on the landing page are based on cumulative data and the ones in the reports default to the last 90 days. If you have Advanced Analytics, you can set that date range to be whatever you would like for most metrics and visuals.

    On the Call Number Detail page for customers using INFORM with Logo or SENTRY, the answer rate and decline rate might be impacted by calls that were blocked or not authenticated, resulting in the rates to be slightly off from the totals included in the Dashboard reports.

    For more information, check out the INFORM Reporting Metrics & Definitions FAQ.

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