Learn how to generate and customise the telemarketing notes report using filters such as note type, categories, call status, and more.

This article covers:

• About the telemarketing notes report
• Access and generate the telemarketing notes report
• Review the results and summary metrics

About the telemarketing notes report

The telemarketing notes report is a customisable reporting tool that helps users track and analyse telemarketing interactions. It allows filtering by date, note type, call status, categories, and staff involvement, providing a detailed view of outreach efforts and outcomes.

Access and generate the telemarketing notes report

Before you begin, ensure you have the necessary permissions to access reports in MRI Vault.

1. Go to: Reports > Telemarketing Notes
2. Choose your filters:

• Insert Date - Date filters allow you to define the reporting period for your telemarketing notes
  • Select the date range
• Note type - Use this filter to include specific note types in your report
  • Select your note type (e.g., Phone prospecting, telemarketing), or leave blank to include all note types
• Include Categories - Categories help you narrow down results based on group classifications
  • Select from available categories and groups, or leave blank for all
• Call Status - Call status options allow you to track the outcome of telemarketing calls
  • Select one or more statuses, or leave blank for all
• Call Action - Call actions indicate the purpose or result of the call
  • Choose from available options, or select Any for all
• Filter by Initiator and Ownership - These filters help you refine results by staff member or ownership
  • Use the Initiator drop-down to choose a staff member, or leave it blank for all.
  • Use the Ownership drop-down to choose Marketing Contact #1 or Marketing Contact #2.
• Sort the Report - Sorting helps you organise the report by date.
• Select Date Ascending or Date Descending
  

3. Click Search

Review the results and summary metrics

After applying your filters and generating the report, the results page displays two key sections: detailed results and a summary. This helps you review individual call details and overall performance metrics.

Detailed results table

The results table lists all telemarketing notes that match your selected criteria. Each row includes:

• Date - The date the note was created (e.g., 23/09/2025)
• Contact - The name of the contact (e.g., Chris Dawson)
• Call Status - The outcome of the call (e.g., Contact Achieved)
• Call Action - Actions taken during the call (e.g., Finance, Market Review Report, Appraisal - Sales)
• Notes - A short description of the conversation or action (e.g., Spoke to Chris and still looking at selling towards the end of the year…)
  

• Buttons:
  • View - Opens the full contact record.
  • Notes - Displays detailed notes for the call
  • Print Notes Report - This button allows you to generate a print-friendly version of the Telemarketing Notes Report
  • Distribution List - This button helps you create or manage a distribution list based on the contacts in your report results

Summary section

The summary provides a quick breakdown of metrics based on your filtered results:

• Total - The total number of records returned (e.g., 2)
• Status Breakdown - Shows the count and percentage for each call status (e.g., Contact Achieved: 1 - 50%)
• Action Breakdown - Displays the count and percentage for each call action (e.g., Appraisal - Sales: 1 - 33.33%)