Counselor Performance Report
The Counselor Performance Report provides detail on the individual counselor workload as well as performance based on the average number of days that each counselor's applications spend in each stage for each program.
To run the report:
Navigate to the Reports panel, and then select Counselor Performance in the left navigation menu.
The report viewer opens in a new tab.
The report defaults to showing data for the current date. You can change the As of Date if needed.
The report defaults to showing data for all programs. You can select a Program to filter the report data to the selected program.
In the report toolbar, you can page through the report; refresh the data; zoom in or out; save to Excel, PDF, or Word; print; and search.
The Counselor Workload section shows the number of applications each counselor (Business Line Role) has in each stage for each program. Based on the workload, the Program Manager can identify counselors that are overloaded and redistribute the workload by reassigning some applications to other counselors.
Tip
The Application Reassignment Utility allows you to reassign multiple applications from one system user to another at one time.
The Counselor Performance section shows an average number of days that each program in a homeowner application, as assigned to each counselor, spends in each program stage. This section helps the Program Manager understand where bottlenecks might exist and how quickly each counselor is processing applications. The average days in stage is the sum of all active days in the stage, regardless of whether the program stage has been advanced/reversed.
Historical data is not captured about the Application Team, so the report metrics are based on the currently assigned counselor and might not accurately represent the workload if an application was reassigned to a different counselor during the report timeframe.
Applications where the Application Status = Inactive or Not Eligible or the Program Stage = Completed are excluded from the report.