Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Code

7K8VjgRcZ0WSoQYnj0bTNQ

Name

Sales Advisor Performance

Filename

Sales Advisor Performance.trdx

Description

Sales Advisor Performance

Resource Code

OD0013542

Procedure Name

IDMS_RPT_SALESADVISORPERFORMANCE_SP

Procedure Type

Stored Procedure

Parameters

DescriptionField (U_IDMS_ParamName)Description

Provided by UI

ValuesDefault ValueMandatory
Date fromDateFromCreate Date of InquiryYES

YES
Date ToDateToCreate Date of InquiryYES

YES
BranchBranchBased on the dimensions of the userYES

NO
Sales AdvisorSalesAdvisorThe user that the Inquiry is assigned toYES

NO
Inquiry SourceInqSourceAll Inquiry Sources created in the companyYES

NO
Inquiry ChannelInqChannelAll Inquiry Channels created in the companyYES

NO
MakeMakeAll Makes based on the dimension permissions of the user that executes the reportYES

NO
LocationLocationAll Locations based on the dimensions of the userYES

NO
Include Internal InquiriesIncludeInternalInquiries

based on “U_IDMS_IsSystemic” is 1 or 0):

    • Yes (“U_IDMS_IsSystemic” = 1) if the inquiry was created automatically from the System;
    • No (“U_IDMS_IsSystemic” = 0) if the inquiry was created through API or by the (plus) button in the inquiry grid list. 
YESYES / NONOYES
Include Unknown Interest TypeIncludeUnknownInterestInquiries that are created from an external system (e.g. landing pages)YESYES / NONOYES
Group by BranchGroupByBranch
YESYES / NONOYES

The above parameters can be found in the @IDSM_TR_PARAMETER table (filtered by U_IDMS_ReportCode).

...