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Field | Description |
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Report Name | The standard Name of the report. |
Date Time | Show the report execution date (day of the week, month, date, time) |
User Name | Name of the User who executed a report |
Date Period | Selected "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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