Outbound CU Transfer Detail Report

The Outbound CU Transfer Detail Report includes information about calls transferred back to the financial institution. 

How to Access:

1. Select Search All Your Dynamic Reports.
2. In the Filter by Report Category field, type in "Phone Reporting."
3. Select Outbound CU Transfer Detail Report.
4. Click on Run Report.
5. Select required fields.
6. Click on View Report.

Field Definitions: 

Client: Financial institution name. 

Date Time (CT): Date and time of transfer. 

CU Transfer Warm: Transfer number is entered manually. 

CU Transfer Quick: Agent transfers to a client-programmed number. 

Numbers Dialed: The number to which the call was transferred. 

Agent Name: Agent that transferred the call. 

Contact ID: Call identification number. 

Department of Direct Transfer: Credit union department to which the call is transferred. 

Hold time in seconds: Time callw as placed on hold asker answer. 

Talk time in seconds: Talk time during call. 

Total call length in seconds: Aggregate of Total Talk Time and Total Hold Time. 

Wrap Code: Agent-selected description of the call.