Team statistics

How each professional and manager is doing, by period, as tables or charts, and how to download it.

For owners

Statistics → Team shows how each member of the team is doing. Only owners see it.

Team statistics as a table — One row per professional, then one per manager

Choose a period

Pick Last 30 days, This month, Previous month, This quarter, Previous quarter, This year or All time. Assignments and calls count within the period; In care now always counts today.

Tick Not yet addressed to look only at requests where no call has been held yet: a quick way to spot people still waiting.

What the columns mean

For professionals:

Column	Meaning
Assigned	Requests assigned to them in the period.
Accepted / Declined	How they answered those assignments.
Acceptance	Accepted out of answered, as a percentage.
Calls done	Calls marked done in the period.
No-shows	Calls marked as no show in the period.
In care now	Requests they have accepted and not yet closed, today.

For managers, Requests routed counts the assignments they made.

Charts

Switch View to Charts to see the same figures as charts, which makes differences across the team easier to read.

One member in detail

Click a member’s name to see every request assigned to them in the period: customer ID, request date, total calls, the dates of each call and whether it is closed.

One professional's requests — Every request and call of one member

Download

CSV, Excel and PDF download what is on screen, for the chosen period. The PDF carries your logo and brand colour (set in Settings), the date it was made and page numbers, ready to send to a board or a funder.

Downloads contain customer IDs, not names. Still, treat them as confidential and keep them only as long as you need them.

Open it in Giano Care