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DescriptionField (U_IDMS_ParamName)Description

Provided by UI

ValuesDefault ValueMandatory
Date fromDateFromCreate date of inquryYES

YES
Date ToDateToCreate date of inquryYES

YES
BranchBranchBased on the dimensions of the userYES

NO
Sales AdvisorSalesAdvisorThe user that the inquiry is assigned toYES

NO
Inquiry SourceInqSource
YES

NO
Inquiry ChannelInqChannel
YES

NO
MakeMakeMake based on the dimension permissions of the user tha that executes the reportYES

NO
LocationLocationBased on the dimensions of the userYES

NO
Include Internal InquiriesIncludeInternalInquiriesSystemic Inquiries that are automatically created from LeadsYESYES / NONOYES
Include Unknown Interest TypeIncludeUnknownInterestInquiries that are created from an external system eg BMW websiteYESYES / NONOYES
Group by BranchGroupByBranch
YESYES / NONOYES

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The UI representation of this report takes two forms, depending on the value of the user defined parameter “Group By Branch”. The first representation shows the list of all eligible Sales Advisors, whereas the second one shows the list of all eligible Sales Advisors inside their belonging Branch. This is clearly shown in the next images.

Fields considered from table "@IDMS_EVNTRESULT"

The following fields from the table @IDMS_EVNTRESULT are taken into consideration: 

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By sales person


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By branch


Image Added

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