Customer Exposure Report by User

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 name of the user who entered the note (not the user assigned to resolve the note).

• 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 for the user

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

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

• the number of customer action notes entered outside of the date range for each reason code (number remaining) for the user

• subtotals in each category for the user

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