Customer Call Report

Web-Distribution

CUSTOMER CALL REPORT

Purpose:  The purpose of this report is to provide the user with an emailed report of customer calls made during a given date range, as well as provide reporting on customers who have not been called within a given date range.

Screen Options:

• Rep (dropdown/optional) - This is the sales rep of record in Customer Maintenance, not the sales rep identified on a 'call'.
• Start Date - (Date of Call)
• End  Date - (Date of Call)
• Include (Include All Customers / Customers Not Called) 
• Only Those Allowing Calls (checkbox) - If selected, only those customers with the 'Allow Rep Calls' checkbox selected will be included on the report.

Export:  Selecting export will email a report to the user.  The emailed report will contain summarized call information for each customer within the criteria provided above.  The report is sorted by customer name.  Some but not all of the information provided:

• Name (Customer)
• Customer Number
• Street
• Street (Line 2)
• City
• State
• Postal Code
• Country
• Sales Rep
• Allow Rep Calls
• Number of Calls - NOTE:  Will always be '0' if 'Customers Not Called' is selected in the criteria above.
• Detail Information provided on subsequent lines: (NOTE:  If 'Customers Not Called' is selected in the criteria above then detail information will not be available).
  • Date of Call