In this article
The Quota Progress Report provides a 7 day retrospective breakdown of completed calls for a chosen quota.
This single-survey report provides quota achieved figures for each of the seven days prior to the target date including an average value and achieved figures for the target date.
To generate the Quota Progress Report:
- Choose Reports in the Navigation menu, then choose the Quota Progress Report from the drop-down list that unfolds.
- Select a single survey (or a number of surveys) for which the report will be generated. Click the Select button (Survey) to display the Select Surveys dialog. Click Save selected in this dialog to save this setting.
- Using the Quota Name drop-down list choose a quota from those specified for the survey selected on the previous step.
- Choose a target date for the report by using calendar form in the Target date field. This is a date from which one week will be counted back. The generated report will show figures for each date of this preceding week.
- You can optionally specify certain extended statuses to be treated as "Completed". By default only interviews with the Completed extended status are included in the Quota Progress report.
- Click the Build Report button to generate the Quota Progress Report. The picture below shows an example of the calculated Quota Progress report.
Alternatively you can run the report from the Surveys tab. Choose the Surveys tab in the Navigation frame, select a survey in the list in the top right frame, right-click this survey and choose Reports/Quota Progress from the context menu that appears.
This will display the Quota Progress Report settings (this dialog opens in the separate window if you run the command from the Surveys list).
Figure 1 - The Quota Progress report settings
The Quota Progress report will show statistics calculated for the cells that were used to specify this quota. These figures will be calculated for a week preceding the Target date - see the next step.
Click the Select button and check the required statuses in the scrollable list that appears. Click OK below this list to confirm this setting. To select or deselect all the available statuses at once choose the "Select all" or "Deselect all" option under the scrollable list.
Figure 2 - The Quota Progress Report
The leftmost column in the report table shows question codes that were used to specify the quota. Question codes appear exactly in the way they are specified in the survey.
For each quota cell the "Achieved / Limit" column provides currently achieved result as compared to the target limit value.
Also the last column contains estimation of how long will it take (in days) to complete the quota if the current progression remains the same.
You can also generate the Quota Progress Report from the Quotas tab of the Survey view (see Viewing and Modifying Survey Quota Settings). The Quota Progress Report generated in this way will provide statistics for the currently viewed survey and selected quota for the current date.
To do this, while in the Surveys menu, select the required survey in the bottom right frame, change to the Quotas tab and click the Quota Progress Report button on the frame toolbar.
If the current report page does not fit into the application window it can be scrolled with the help of the scroll bar displayed on the right side of the frame.
In case the generated report is large enough and occupies more than one page you can navigate through its pages using the browsing controls displayed above the report header.
Click the Previous button to jump one page back, click the Next button
to jump one page forward.
Numbers in the drop-down box to the right of these buttons show the current page number and the total number of pages in the report. You can jump to the specified report page – enter the page number in the box field and press Enter on the keyboard to do this.
Alternatively you can click the Go to First page button and choose to jump to the first report page, or choose the Go to Last page button to jump to the last report page.
You can refresh the generated report if the data updates. Click the Refresh button to do it.
The generated report can be exported and printed out – refer to Exporting the Generated Report and Printing Out the Generated Report for instructions