Customer Message Report

Customer Messages


This report allows you to audit the messages logged on your customer records. It is designed to enable you to view different types of activity going on with a customer as well as audit your reps productivity at certain customers. This can allow the user to essentially run a report for any criteria that service reps consistently log as messages with the corresponding message action. I.E. cold call attempts, interviews scheduled, LMTC, etc...


1. Start Date: Starting message logged date of your desired date range

2. End Date: Ending message logged date of your desired date range

3. Branch: A drop down list of all branches in the user’s current hierarchy. Is a multi-value parameter so they can select all branches, just one specific branch or any combination of different branches in the list.

4. Group By: A list of different fields to group the data into on the report. Has the following options:

a. (no grouping)
b. Branch
c. Customer
d. Date
e. Rep
f. Action

5. Customer Id: Filters on the customer Id for the customer that the contact is linked to.

6. Action: A drop down list of message actions. Is a multi-value parameter, therefore you can select all action codes, just one specific code or all action codes.

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