Customer Exposure Report by Reason Code

How to print: Complete the Customer Exposure Report Selection Screen.

For more information: See the sample report in PDF format.

Contents:

• the date range you entered at the Customer Exposure Report Selection Screen

• the customer action reason code selected for the customer action note. Notes not associated with a reason code are included in the first reason line (notice that the code and description, described below, are blank).

• the description of the customer action reason code

• the number of open action notes entered within the date range for each reason code

• the number of work-in-process customer action notes entered within the date range for each reason code

• the number of resolved action notes entered within the date range for each reason code

• the number of customer action notes entered outside of the date range for each reason code

• total numbers of open, resolved, and remaining action notes (final totals)