Performance > Custom Reports > User Guide
 
Scorecard Questions:
How do I use the Scorecard page to review my performance?
Performance Questions:
How do I run Custom Reports?
What are the default settings for the filters on the Custom Report page?
What are the Primary Filters?
What are the Advanced Filters?
How do I view my Custom Reports results as data?
How do I sort performance records?
How do I export performance reports results data into an Excel file?
How do I view my Custom Reports results as graphs?
How do I print my performance reports and graphs?
How do I view my 13 Month Trending Charts?
Can I search for and view performance information for an individual Purchase Order?
How can I learn about the Performance Advantage program?
How do I use the SCORECARD page to review my performance?
The Scorecard Page also serves as your home page after you have successfully logged into
AgeroSupport.com. You can return to your Scorecard from anywhere in the site by clicking on the
Scorecard link in the top navigation.
The data and graphs on the Scorecard page automatically update every day and
represent 30 days of rolling data. Most call data will be available within 24 hours.
The Scorecard page is comprised of 5 sections:
1. Graphs - Upon logging in to AgeroSupport.com, the Scorecard page graphs and text automatically
default to a view of the scores for all calls offered in your assigned service area only. You
can change the scores by selecting one or more services from the Service Category drop
down list. Click on any of the graphs to view a report containing a list of all of the calls
included in the score result.
2. Service Category Performance Table - The Service Category Performance section
located below the graphs provides a non-graphical summary of the same scores
represented by the graphs above. Click on the underlined text to view a report containing a
list of all the calls that missed the metric depicted by the selected score result.
3. Quick Links – Use this section to quickly access Custom Reports, 13 Month Trending
Charts, the Submit Invoice page, Active Dispatches, the Find Invoices page, the View
Checks page, or to review your account settings.
4. Refused Calls - The section that appears on the left, just below the Quick Links,
summarizes the total number of calls that you have refusedin both assigned and non-assigned service areas during the past 30 days. This
section highlights the total revenue you have missed based upon the average dollar value
of your claims approved over the past 30 days. Click on the ‘What happened?’ link to view a report
containing a list of all the refused calls including the refusal reason.
5. Overall Performance - The Overall Performance section located in the lower left corner
of the Scorecard Page provides a summary of your performance during the past 30 days for
all calls in both your assigned and non-assigned service areas. Click on the underlined text
to view a report containing a list of all the calls included in the selected score result.
How do I run Custom Reports?
You can get to the Custom Reports page by clicking on the Run Custom Reports link in the
Quick Links section on the Scorecard page, by clicking on any of the active linking data
points or graphs on the Scorecard page, or by clicking on the Custom Reports link under the
Performance section of the left navigation.
If you navigate to the Custom Reports page via the Run Custom Reports link or access this
page from the left navigation, the filters will automatically default to include all calls for last
30 days (not including the current date).
If you navigate to the Custom Reports page via an active link or graph on the Scorecard
page, the filters will automatically populate with the values required to view the details
related to the calls that missed the metrics depicted by the link or graph. The filters in use will be highlighted in red.
Click on the Clear Filters button located below the filter fields to clear already populated
filter values and create a new custom report. Filter fields labeled as (+ Select) indicate that you can
select multiple values.
Click on the Advanced Filters button to reveal additional filter options.
What are the default settings for the filters on the Custom Report page?
• The End Date defaults to the previous day (yesterday’s date).
• The Start Date defaults to 30 days from that End Date.
   Example: if today is 12/1/07 the Start Date will be 11/1/07 and the End Date
   will be 11/30/07.
• The Day filter defaults to Every Day.
• The Location Territory, Service Category, and Service Equipment filters
   automatically default to ALL.
What are the Primary Filters?

You can change the report results by using any of the Primary Filters on the Custom
Reports page. Clicking on the Clear Filters button will clear all graph and summary values. The Primary
Filters include:
Time - You can change the Time date range by selecting a new Start Date and End
   Date. The Start Date will be limited to the date 13 months prior to today’s date. You can
   choose to view data for specific days of the week by choosing one or more days of the week
   from the Day filter. Example: if you’d like to see how you     perform on weekend days only, you
   should select Saturday and Sunday from the Day filter drop-down list.
Location - You can change the Location by selecting an Assignment type (e.g.
   Assigned, Non-Assigned, Performance Advantage Assigned, ALL)
from the Territory filter.
Service - You can filter on any Service Category or any Equipment type by
   selecting one or more options from the filters.

Note: If you select filters where there is no data to match, the report will not display
results. Example: If you only provide road services for Agero and you select Light
Duty Towing you should not see report results.
What are the Advanced Filters?
You can expand your filters to run further customized reports by clicking on the Advanced
Filters link on the Custom Reports page. The Advanced Filters include:
Time - In addition to the Primary Filters you can use the Start Time and End Time
   filters to see calls offered during a specified hour range /shift.
ETA - You can use the ETA Minutes filter to run a report to see all calls with a
   provided ETA in a specified minute range You can also use the ETA Met filter to see calls
   with ETAs that were met and calls with ETAs that were missed. Note: Agero is not
   able to determine whether an ETA was met or missed for every call. An N/A will appear for
   calls that a closed-loop call was not obtained.
Call - You can choose to use the Call Acceptance and Detail filters to run a report
   on calls that you accepted or refused and can filter on one or more call refusal reasons.
Location - The Advanced Location Filters allow you to report on calls offered in one
   or more ZIP Codes, and/or one or more Cities and/or one or more States.
   Note: if you choose to filter on ZIP Codes the City and State filters will not be usable. If you
   choose to filter on City you will need to specify a State. If you choose to filter on State the
   ZIP Code filter will not be usable.
Claim - Use the Claim Range filters to view calls with a dollar value that is greater
   than, less than, or equal to a dollar amount that you specify.
Survey - Use the Survey Score filter to report on your calls by one or more score
   result such as excellent, good, fair, and poor. Note: Agero is not able to obtain a customer survey for every call. An N/A will appear for calls that a survey was not obtained.
PO - The PO Search filter allows you to enter a single Agero purchase
   order number and see the performance data for that single call.
How do I view my Custom Report results as data?
After selecting and defining one or more filter options using the Primary and/or Advanced
filters, click on the View Data button to see a list of calls that match the selected filters.
The View Data results list will display a maximum of 20 call records per page. Click on the
“<<previous” and “next>>” links to view additional result pages. A total number of call
records and page count is displayed above and below each list.
Listed calls that contain an asterisk (*) next to the Service Category or Service Equipment
indicate that changes were made at the time that a claim was submitted.
You can click on the underlined PO number in the report data list to view available call
details, such as vehicle make/model and disablement location, that were collected at the
time that the call was offered and accepted. You will not be able to see a PO number for calls that you refused. You can also click on the underlined Survey
Score to view the detailed responses to the customer survey questions.

How do I sort performance records?
The performance call records will be automatically sorted by date with the most recent date on top. The list of calls that match the selected filters can be sorted by any of the columns by clicking on the arrow located next to the column name. A down arrow will sort the data top to bottom in alpha/numeric order. Clicking on the
arrow a second time will reverse the
order.

How do I export performance reports results data into an Excel file?
Click on the Microsoft Excel icon located at the top and the bottom of the report results list.
You will be prompted to export the report results to your Excel program.
How do I view my Custom Report results as graphs?
After selecting and defining one or more filter options using the Primary and/or Advanced
filters, click on the View Graphs button to see the results of the selected filters summarized
as graphs.
Note: You can view the same report as data by clicking on the View Data button.
 
How do I print my performance reports and graphs?
• Select the printer icon located at the top and/or the bottom of the report result list
   or graphs.
• Customize your printer’s settings to print in color or black and white.
• Print a copy of the report or graphs.
 
Where do I view my 13 Month Trending Charts?
The 13 Month Trending Charts can be accessed from the Quick Links section of the
Scorecard page or by clicking on the 13 Month Trending Charts link under the Performance
section of the left navigation.
The 13 Month Trending Charts provide you with a bar chart view of the changes in your
performance with Agero over a thirteen-month period. You can see a month-to-
month comparison of your Call volume, Average Claim value, Call Acceptance, average ETA
provided, and ETA Accuracy. The Service Category defaults to include ALL services and can
be changed by selecting one or more services from the Service Category drop down list.
 
Can I search for and view performance information for an individual Purchase
Order?
The PO Search filter is an Advanced filter option located on the Custom Reports page.
• Type in the Agero purchase order number into the PO Search field.
• Click the View Data button.
• Your performance data for the individual PO will appear below. Note: you cannot
   view a graph of one PO.
 
How can I learn about the Performance Advantage program?
Click on the ‘Performance Advantage’ link located under the Performance section of the left navigation.