Follow the steps below to generate, use and how to read the Agency Performance Report and the Office Performance Report.
Agency Performance Report = All Offices for the whole Agency
Office Performance Report = An Individual office within the Agency.
To find the report, click on the Reports tab, then make your selection , Agency or Office Performance Report.
Select the appropriate office and date range to refine your results. Then click Generate.
The first section will be Agency Activity Summary.
This is broken down into different activities and how many were completed each month.
By clicking on one of the activities the graph above will show how the numbers have changed for that specific activity.
You can view the records related to a particular activity by clicking on the hyperlinked number, then clicking View.
To download the report, select the PDF or CSV option.
The next section is the Agency Conversion Ratios.
This will show the conversion percentage for the activities listed for each month.
By clicking on one of the activities the graph above will show how the percentage has changed for that specific activity.
To download this portion of the report, select the PDF or CSV icons underneath the report.
