DIARY CALL ANALYSIS

STEP 1

Go to Management reporting> Diary Call Analysis

STEP 2

Select the Month you wish to run the report and the operative you wish to run the report for, or tick all.

STEP 3

Click the tick to run the report and preview using the magnifying glass

A description of the headings:

Date: When the diary entry was for

Actioned: Diary entries on this date which have an action against them

Scheduled: Entries with this date with an objective which may or may not have been actioned

Raised from Quote: Diary entries linked to a quote

Raised from Sales: Diary entries linked to a sales order

The categories on the right are linked to the type of entry. These are set when you create the diary category type in Codes and Phrases.