Method:Classic General Q&A

Re: Reporting on Call Center and Sales Center entries

TogsTeam — Mon, 25 Jan 2010 17:07:31 GMT

Okay, thanks.

Re: Reporting on Call Center and Sales Center entries

Anonymous — Mon, 25 Jan 2010 16:05:22 GMT

Hey Lee,

We do not have any custom reports designed for these screens, but you can use the report designer to create custom reports. You can find a webinar on this topic using the link below.

http://www.methodintegration.com/cs/blogs/methodblog/archive/2008/06/18/3-steps-to-becoming-a-report-guru.aspx

The other idea is to filter the data on the grid. You can do this by using the filter box above each column. If you need to add more fields to the grid so you can filter with them, check out our webinar on grids. The link below will take you to the blog entry for this webinar.

http://www.methodintegration.com/cs/blogs/methodblog/archive/2009/11/03/community-webinar-14-introduction-to-method-objects-level-1.aspx

Reporting on Call Center and Sales Center entries

TogsTeam — Fri, 22 Jan 2010 19:15:06 GMT

Are there any built-in reports for Call Center or Sales Center records (other than the Sales Center List Builder, of course)? We're thinking along the lines of basic productivity questions like "How many calls did the call center handle last month, and how many were left open longer than 1 week?"

If not, then we have to build our own?

Lee