call reports
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.
2. See: Bank Call.
Report of Condition and Income
A quarterly report that every bank, bank holding company, and Edge Act corporation must file giving information over a given period of time. The report contains information on the bank's financial state, most notably including statements on income, assets, liabilities, and write-offs for bad debt. It is informally called a call report. The report of condition and income must be filed within 30 days following the end of each quarter. It is the equivalent of a thrift financial report, which must be filed by savings and loan associations. See also: earnings report.
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call reports
reports completed by sales representatives after visiting customers and potential customers as a basis for compiling MARKETING INTELLIGENCE and monitoring representatives' performance. The reports may include information about new customers, reasons why particular customers have been lost and creditworthiness of buyers. See CALLS.Collins Dictionary of Business, 3rd ed. © 2002, 2005 C Pass, B Lowes, A Pendleton, L Chadwick, D O’Reilly and M Afferson