Call Report


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Call Report

1. A record of all calls and visits a salesperson makes. The call report includes the result of each call or visit so one can measure the salesperson's success rate. The salesperson files his/her call reports with his/her supervisor.

2. See: Bank Call.
References in periodicals archive ?
Call report data for the nation's 13,757 credit unions for the first six months of 1992 also showed improvement.
And agency staff often cannot answer questions about the reports, CUNA and NAFCU said in response to the agency's request for information about how to improve the call report process.
The NCUA is giving stakeholders an additional two weeks to comment on possible changes to the call report process.
The agencies surveyed users of the information to identify additional Call Report items that could be eliminated, while retaining items that are essential for safety and soundness and other public policy purposes.
A review of call report data for the nation's 12,251 Federal Deposit Insurance Corporation-insured banks by Veribanc, Inc., the bank rating company, revealed continued improvement in the industry's financial strength.
The NCUA released new call report deadlines intended to alleviate some of the problems credit unions said they faced as a result of the upcoming July 4th holiday and other calendar anomalies.
Thus far, the federal banking agencies have eliminated approximately 80 Call Report data items; placed revised Call Report instructions and forms on the Internet; adopted Generally Accepted Accounting Principles as the reporting basis for all Call Reports; produced a draft core report; condensed four sets of Call Report instructions into one; provided an index for Call Report instructions; implemented an electronic filing requirement for all institutions submitting Call Reports; placed much of the Call Report data on the Internet; and reported to the Congress on recommendations to enhance efficiency for filers and users.
An analysis of first-quarter call report data for the nation's 2,129 thrift institutions conducted by Veribanc, Inc., the bank rating company, found the industry registered a profit of $1.1 billion, the first time the industry as a whole has been profitable since the first quarter of 1987.
This call report deadline change will be an interim change, but Larry Fazio, NCUA's Director of the Office of Examination and Insurance, said the agency is beginning a more extensive examination of its reporting and examination process to make better use of computer technology.
You also asked for my views on the adequacy of bank Call Report data on small business lending; I will comment on the Call Report data at the end of my statement and also bring to your attention the survey of small business finances that the Federal Reserve currently has under way.
The NCUA should change its call report deadlines as soon as possible, since its current, floating deadlines are wreaking havoc on credit unions -- something that will only will get worse this summer -- several credit union CEOs said.