Dispatcher Performance Report GuideLast updated on 03/22/2022
Purpose of the Dispatcher Performance Report:
This report provides an overview of how each business unit is performing and how individual dispatchers are performing. Data in this report is based on jobs created within the report date range.
Common uses for this report:
Use this report to view job totals, revenue, cancellations (before and after dispatch), conversion rate, sold estimates, leads, recalls, and other data.
How to find this report:
Click Reports > Search Dispatcher Performance > Click the report name. Then you will be able to set filters and run the report.
Report filters
Business Unit
Filter by business unit. This report can be run by a single business unit or all business units.
Date Range
Filter by date range. Use the From and To fields to set a custom date range.
View or download the report
Click Update to view the report.
The report can be downloaded in three different formats:
Download PDF
Export to Excel (*.xlsx) (click the dropdown arrow next to Download PDF)
Export to Comma separated (*.csv) (click the dropdown arrow next to Download PDF)
Explanation of report columns
In the report, you can view jobs grouped by business unit or by dispatcher.
The report includes the following columns:
(Report columns - by Business Unit)
(Report columns continued - by Business Unit)
(Report columns - by Dispatcher)
(Report columns continued - by Dispatcher)
(Report columns continued - by Dispatcher)
(Report columns continued - by Dispatcher)
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.