Define the Reporting Population

State who is in, who is out, and what counts as the event being measured.

See the situation

Start with the situation below. Next, we will work through an example together before you try the activity.

Elena · Reporting lead

The case

Four questions, all correct answers

State cohort membership and exclusions before showing a numerator or denominator.

Which records?: Unstated
Created when?: Unstated
Include still in flight?: Unstated
Include disqualified early?: Unstated
Rates this produces: Sixteen, every one of them correct

Your task

Include or exclude each record using the stated population rule. Watch the count change.

Need a little guidance?

You’re done when: The population rule can be reproduced from the record-level evidence.

A rate is only as meaningful as the population behind it.

Need a reminder? Reopen the worked example

Watch one example first

Ten requests were eligible and past their response window; only seven were worked. A staffing denominator of seven hides three missed requests. Use ten when the question concerns all eligible work.

Why this follows from the evidence

Population rules determine what a rate can reveal. Define membership before counting outcomes and explain exclusions independently of whether work happened.

GTM Lab

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Case evidence

Four questions, all correct answers

Which records?: Unstated
Created when?: Unstated
Include still in flight?: Unstated
Include disqualified early?: Unstated
Rates this produces: Sixteen, every one of them correct

Four unstated choices produce sixteen correct answers. Make the choices, and write the one edge case that earns no credit.

Classify records and watch the population change

This prepared sample uses a stated quarter and test/internal/merged-record exclusions. Decide membership and outcome per row; the numerator is counted only inside the denominator.

Step 1 · denominator membership

Drag a card into a bucket, or tap a card and then tap a bucket.

Step 2 · booking credit

Drag a card into a bucket, or tap a card and then tap a bucket.

Denominator

Qualifying later bookings

Not yet classified

A booking before qualification is a real meeting, but it does not count as an outcome caused after qualification in this example. A no-contact request that is eligible and past its SLA stays visible in the denominator.

Which event order earns credit in this example?

Restoring your saved work…

Your place saves as you go.

Chapter 5 of 80 complete