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)

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)

 

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