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FieldDescription
Report NameThe standard Name of the report. 
Date TimeShow the report execution date (day of the week, month, date, time)
User NameName of the User who executed a report
Date PeriodSelected "Period" from the parameters
Branch

Selected "Branch" from the parameters.

If not selected then bring data about selected  the report will include data for all branches of in the Companycompany

Sales Advisor

Selected "Sales Advisor" from the parameters

If not selected then bring data about the report will include data for all Sales Advisorsadvisors

Make

Selected "Make" from the parameters

If not selected then bring data about all Makesthe report will include data for all makes

Inquiry Source

Selected "Inquiry Source" from the parameters

If not selected then bring data about all Inquiry Sourcesthe report will include data for all sources

Inquiry Channel

Selected "Inquiry Channel" from the parameters

If not selected then bring data about all Inquiry Channelsthe report will include data for all channels

Location

Selected "Location" from the parameters.

If not selected then bring data about the report will include data for all locations of in the Companycompany

Include Internal

If NO, it will exclude all entities created internally

If YES, it will include entities created internally

Include Unknown

If NO, it will exclude all Inquiries with Interest Type Unknown

If YES, it will include all Inquiries with Interest Type Unknown

Group by Branch

If NO, it will not be grouped by Branch

If YES, it will be grouped by Branch

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Description:

UI parameters

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

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