Customer Reports

Report ID and Report Name	Description	Navigation	Run Control Page
FOCM001 New Customers	Provides a list of new customers within the range of dates specified. Displays the customer name, address, the date they became a customer, the sales person, and the service person.	Staffing, and then Reports, and then Customers, and then New Customers	RUN_FOCM001
FOCM006 Active Customers	Provides a list of active customers. Displays customer name, address, sales person, and service person.	Staffing, and then Reports, and then Customers, and then Active Customers	RUN_FOCM006
FOCM008 Customer Credit	Details credit information for new customers. Displays customer name, ID, date they became a customer, risk code, credit limit, credit limit date, next credit review date, credit dispute status, and collection status.	Staffing, and then Reports, and then Customers, and then Customer Credit	RUN_FOCM008
FOCM009 New Customer Accounts	Details projected hours, billing, and career placement fees for new customer accounts within the date range specified. The results are grouped by month, sales user, and SetID	Staffing, and then Reports, and then Customers, and then New Customer Accounts	RUN_FOCM009
FOCM013 Customer Estimated Billing	Provides the customer name, address, and estimated billings for assignments with start dates within the date range specified. The results are grouped by sales user and SetID.	Staffing, and then Reports, and then Customers, and then Customer Estimated Billing	RUN_FOCM013
FOCM014 Customer Sales	Displays the customer name, estimated billings, estimated billing percent, and estimated margin for assignments with start dates within the range of dates specified. The results are grouped by sales user and SetID.	Staffing, and then Reports, and then Customers, and then Customer Sales	RUN_FOCM014
FOCM015 Customer Assignment Mix	Summarizes by service area (line of business) and customer the estimated hours, estimated billings, and career order income for assignments with start dates that fall within the range of dates specified. The results are grouped by sales user and SetID.	Staffing, and then Reports, and then Customers, and then Customer Assignment Mix	RUN_FOCM015
FOCM017 Inactive Customers	Identifies customers who have not placed an order since a specified date. Displays the customer name, address, date of last order, number of orders, sales person, and service person.	Staffing, and then Reports, and then Customers, and then Customers Without Orders	RUN_FOCM017
FOCR001 Call Summary	Details customer communications that are classified as call reports. Displays the customer name, date of the call report, contact name, and contact method. The results are grouped by agenda operator ID.	Staffing, and then Reports, and then Customers, and then Customer Call	RUN_FOCR001
FOPM003 Quality Assurance	Prints customer quality feedback information for a particular date range. Displays the appraisal information and the specific feedback details. The results are grouped by staffing branch and service user.	Staffing, and then Reports, and then Customers, and then Quality Assurance	RUN_FOPM003
FOQL001 Customer Feedback Survey	Generates survey forms that are sent to customers to evaluate employees.	Staffing, and then Reports, and then Customers, and then Customer Feedback Survey	RUN_FOQL001