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.

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.

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.