End of Day Report · Narqix Academy

For every Narqix team member. After reading this page you will be able to close any shift with an end-of-day report (EOD) and a handover that show real outcomes in numbers and let the next person start without asking you anything.

Track: All tracks · Role: Everyone · Time to complete: 15 min

When and where

When: before you check out, and only after the CRM, tracker and notes are updated. The EOD is built from the system, so the system must be complete first.
Where: the place your campaign requires, at the same point in every shift.
Numbers: pulled from the CRM, dialer or tracker. Never from memory. If a number is not available, write "not available" and why.
Source: the rules are on the Reporting Standard page in Narqix Standards.

Which version to use

Your work	Use
Back office, support, specialist, data and list, funding desk (non-calling)	General version
Cold calling, texting, appointment setting, confirming, outbound qualification	Calling and texting version
Transaction coordination	General version plus the TC shift summary
Property preservation desk	Handover note and end-of-shift table on the Daily Desk SOP page
Any shift where work continues after you leave	Add the shift handover

General version

EOD (DATE)
Completed:
- (OUTCOME WITH NUMBER)
- (OUTCOME WITH NUMBER)
In progress:
- (TASK): (PROGRESS, e.g. 30 of 50), ETA (DATE, TIME AND ZONE)
Need from you:
- (SPECIFIC DECISION OR APPROVAL)
Flags:
- (RISKS, COMPLAINTS, UNUSUAL ITEMS)
Tomorrow's top 3:
1. (TASK)
2. (TASK)
3. (TASK)
Hours tracked: (X.X)

Calling and texting version

EOD (DATE), (CAMPAIGN)
Dials: (NUMBER)    Live contacts: (NUMBER)    Conversations: (NUMBER)
Qualified leads: (NUMBER)    Appointments set: (NUMBER)
Callbacks scheduled: (NUMBER)
Texts sent: (NUMBER)    Replies handled: (NUMBER)
Do-not-call requests captured: (NUMBER), all coded same shift: Yes or No
Hot leads handed off: (LEAD ID OR NAME INITIALS, TO WHOM, TIME AND ZONE)
List notes: (WRONG NUMBER OR DISCONNECT RATE, DATA ISSUES)
Flags: (COMPLAINTS, LEGAL LANGUAGE, ANYTHING UNUSUAL)
Hours tracked: (X.X)

Example: general version (support)

EOD Oct 19, 2026
Completed:
- Resolved 61 tickets; first reply average 2 h 10 min, all under the 4 h target
- Processed 7 refunds inside my limit; 1 above my limit escalated P3 with a recommendation
In progress:
- Shipping macro update: 4 of 6 macros rewritten, ETA Oct 20, 12:00 PM ET
Need from you:
- Approve the replacement for order 51877 (USD 240) by 10:00 AM ET tomorrow; customer promised an answer by noon
Flags:
- 9 customers asked about the same late courier route this week; pattern listed in the shared sheet
Tomorrow's top 3:
1. Finish the shipping macros
2. Clear pending tickets older than 24 hours
3. Send the courier pattern summary
Hours tracked: 8.0

Example: calling version (solar setter)

EOD Oct 19, 2026, (CAMPAIGN)
Dials: 286    Live contacts: 41    Conversations: 22
Qualified leads: 6    Appointments set: 3
Callbacks scheduled: 5
Texts sent: 38    Replies handled: 11
Do-not-call requests captured: 2, all coded same shift: Yes
Hot leads handed off: Lead 20931 (J.R.) to Confirmer, 8:40 PM ET
List notes: aged list wrong-number rate about 18%; 12 disconnects removed
Flags: 1 homeowner asked for our do-not-call policy and full legal company name; coded DNC and escalated to Campaign Lead 7:55 PM ET
Hours tracked: 8.5

TC shift summary

Transaction Coordinators add this after the general EOD. It comes from the Tracker and CRM Standards page in the Transaction Coordination track.

TC SHIFT SUMMARY: (DATE)
Closings next 3 business days: (ADDRESS, DATE, STATUS)
Red files: (ADDRESS, ONE LINE)
Yellow files: (ADDRESS, ONE LINE)
Wins today: (DEPOSITS RECEIVED, BUYERS LOCKED, ITEMS CLEARED, CLOSINGS FUNDED)
Tomorrow's first actions: (TOP 3)

Shift handover

Add a handover any time work continues after you leave: a teammate on the next shift, a backup, or your own next shift after a day off. It is the Communication Standard handover format.

Handover for (CAMPAIGN):
Open items: (ITEM, STATUS, WHAT IS NEXT)
Promised to customers: (WHO, WHAT, BY WHEN)
Watch for: (ANYTHING UNUSUAL)

Property preservation desks use their own handover note and end-of-shift metrics table. Both are on the Daily Desk SOP page in the Property Preservation track.

Day 1 version for trainees

New team members post this short version on their first training day only. From Day 2, use the real format.

EOD (DATE), Day 1
Completed: (WHAT YOU FINISHED)
Questions: (YOUR QUESTIONS, or "none")
Tomorrow: (WHAT YOU WILL STUDY OR DO)

Rules for a strong EOD

Outcomes, not activity. "Merged 14 duplicates, 2 held for review" beats "CRM work".
Every "In progress" item has an ETA with date, time and zone.
Every promise to a customer appears in the EOD or handover with its time.
Flags are patterns and risks. Three customers asking the same thing is a flag. One rude caller who was handled well is not.
Under two minutes to read. Put long lists in a linked sheet with a one-line summary.

Coach's note: Your client reads the "Need from you" and "Flags" lines first. Write them as if the client will read nothing else. A clear decision request with your recommendation often gets a one-word reply before you are back on shift.

Never do this: Never invent, round up or copy yesterday's numbers. Never report a task as complete if any part is still open. Never post the EOD before the CRM is updated. A false report is an honesty breach, not a reporting mistake.

Before you post

CRM, tracker and notes updated first
Every number taken from the system, not memory
Times in the client's time zone with the zone named
"Need from you" is specific and has a deadline
Every promise to a customer listed with its time
Lead IDs or initials only, no full customer personal data
Readable in under 2 minutes

Check yourself

What must be finished before you write the EOD?
Your dialer report will not load at check-out. What do you write in the Dials line?
Which version does a Transaction Coordinator post?
When do you add a shift handover?

Answers

The CRM, tracker and notes must be updated, because the EOD numbers come from them.
"Not available, dialer report not loading at (TIME AND ZONE); will add tomorrow." Never guess.
The general version plus the TC shift summary.
Whenever work continues after you leave: a next-shift teammate, a backup, or your own next shift after time off.