Other

All Notes Report

The All Notes report shows all notes created for the date range you select. The area drop down filters the reps that have rights to that area.

Callback Notes Report

The Callback Notes report shows all of the callback notes that have been made in Agemni. This report shows the customer, who the note was assigned to, the callback date, the time, area, phone number, and the comment. It also has a closed checkbox at the end where you can make sure that this particular call back was taken care of or not.

Customer Support Calls Report

This report is divided by each rep and will show each of their jobs and is a place where you can keep track of Pre-Install and Post-Install calls made to each custoemr.  You will notice there are columns which show the date the call was made on and who made the call, to input this information, the person who made the call must go in and check the applicable checkbox (whether it be a pre or post call) and then hit the update button at the bottom of the page. You will see the current date and the name of the person logged in appear in the columns showing who made the call. Ideally, each rep would pull up this report for their own jobs, make any phone calls that need to be made and then as they finish the calls just check off the applicable checkboxes and it will record the date as well as the person who made the calls.

Customers w/o Receivers Report

Customers w/o Receivers report will pull up a list of customers who do not have any receivers attached to their account or do not have the correct amount of receivers attached.

Deleted Records Report

Employee Directory Report

Employee Directory report populates a list your employees that you have entered and stored under the HR tab.

Followup 2x2x2 Report

Followup 2x2x2 report brings up a list of customers with 2-day, 2-week, 2- month follow ups. It will bring up the customer name, installation date, other information pertaining to the customer, and the Rep who is assigned to the customer. You can click on the customer name if you want to view more information for the customer.

• **Note** To be able set up the 2x2x2 feature in your database, refer back to the Admin > Preferences sections to view the steps.
• **Note** This report is not filtered by date. It will simply show all OPEN 2x2x2 follow-up notes that have a callback date of today's date or previous.

Manager Directory Report

Manager Directory report will pull up a list of employee’s who do not have a manager assigned to them. If you do have employees that have a manager assigned to them, it will also bring up the name of the employee and the manager who is assigned to them.

Qualify Log Report

Referrals Report

The Referrals report lets you see which of your customers have referred people to your company.

Status Reason Report

The Status Reason report will display customers according to the reason chosen for their status being set to Cancelled, Chargeback or Rescheduled. You will notice there is a Status/Result dropdown which will allow you to run the report specifically for Cancelled, Chargeback or Rescheduled statuses.

Status Reason % Report

User Login Report

The User Login report is a good tool for you to know who is using the system when and at what time. This report shows the employee name, action, login date and time, and the IP. You can run this report by all areas and all reps and techs.

User Roles Report

User Roles report will display a list of employees entered under the HR tab and each role that they are assigned to.

Qualify Log Report

Qualify Log will show you how many times a rep has attempted to qualify each lead or account. You can set the report to filter the list by number of qualification attempts. The Blocked Attempt column shows the number of  locked qualification attempts over the max number allowed.