Contact reports
Contact reports display the data collected from the Contacts workspace for a single contact or for a list of contacts. To create a report for a single contact, select the person from the contact list. To create a report for multiple contacts, select a list of contacts. A saved list is a custom list of contacts that may not otherwise share a common characteristic or property. For more information about saved lists, see Creating saved lists .
Contact reports contain different types of information about a contact. The following contact reports are available in NexJ CRM :
Detail Report
Detail Reports contain a contact's profile and relationship information.
Interaction Report
Interaction Reports contain detailed information concerning a note in a selected contact's profile.
Contact List Report
Contact List Reports contain a contact's address and communication information in a table form. The report generates only the information specified in the table heading.Phone Book ReportPhone Book Reports contain a contact's default addresses and their communications.
Service Request Summary Report
Service Request Summary Reports contain a summary of a contact's service requests in a table form. The report displays the service requests of the contact who requested the service and the user to whom the request was assigned.
SLM Touches Report
SLM Touches Reports contain Service Level Management (SLM) touch and communication details of a contact. The report includes the most recent and future interactions between yourself and the contact.
Detail Reports
The Detail Report is a report containing the profile and relationship information of one or more contacts based on the information available in the Detail tab in the Contacts workspace.
The report displays:
- The contact's first and last name.
- The date the contact was last updated.
- Personal information about the contact contained in the Detail tab including the contact's company, position, age, birthday, preferred language, status level, and tier level.
- The contact's address and communication information.
- Additional information and categories regarding the contact from the Detail tab. Information includes hobbies, product interests, relationships, and life events.
Generating Detail Reports for a single contact
You can generate a Detail Report for a single contact on the Contacts workspace.
To run a Detail Report for a single contact:
The report is generated. In the dialog that opens, you can specify whether you want to save the report or open it immediately.
Generating Detail Reports for multiple contacts
You can generate a Detail Report for multiple contacts on the Contacts workspace.
To run a Detail Report for multiple contacts:
The report is generated. In the dialog that opens, you can specify whether you want to save the report or open it immediately.
Interaction Reports
The Interaction Report is a report that describes a note in a selected contact's profile.
The report displays:
- The contact's first and last name
- Personal information about the contact contained in the Detail tab including the contact's company, position, age, birthday, and tier level.
- The contact's address and communication information.
- The detail information regarding the note including the note text, start date and time, and status.
Printing Interaction Reports
You can print an Interaction Report for a note in the contact Detail tab on the Contacts workspace.
To print an Interaction Report for a note:
You have printed the Interaction Report and can view the activity details.
Contact List Reports
The Contact List Report contains a contact's address and communication information in a table. Depending on the information available for the contact from the Addresses and Communications zones in the Detail tab in the Contacts workspace, some fields may be blank when the report generates.
The report displays the following information:
- The contact's first and last name.
- The company, status, and tier of the contact.
- The contact's default address.
- The contact's business phone, home phone, fax, email address, and web site.
Generating Contact List Reports for a single contact
You can generate a Contact List Report for a single contact on the Contacts workspace.
To run a Contact List Report for a single contact:
The report is generated. In the dialog that opens, you can specify whether you want to save the report or open it immediately.
Generating Contact List Reports for multiple contacts
You can generate a Contact List Report for multiple contacts on the Contacts workspace.
To run a Contact List Report for multiple contacts:
The report is generated. In the dialog that opens, you can specify whether you want to save the report or open it immediately.
Phone Book Reports
The Phone Book Report is a report that contains the contact's default address and communication information. Depending on the information available for the contact in the Addresses zone and the Communications zone in the Detail tab in the Contacts workspace, some fields may not display when the report generates.
The report displays:
- The contact's first and last name.
- The contact's default address.
- The contact's communication information. Information includes business phone, home phone, mobile phone, fax number, and email.
Generating Phone Book Reports for a single contact
You can generate a Phone Book Report for a single contact on the Contacts workspace.
To run a Phone Book Report for a single contact:
The report is generated. In the dialog that opens, you can specify whether you want to save the report or open it immediately.
Generating Phone Book Reports for multiple contacts
You can generate a Phone Book Report for multiple contacts on the Contacts workspace.
To run a Phone Book Report for multiple contacts:
The report is generated. In the dialog that opens, you can specify whether you want to save the report or open it immediately.
Service Request Summary Reports for contacts
The Service Request Summary Report contains the summary of service requests for a contact presented in a table. The information in the report is from the Service Requests journal in the Contacts workspace.
The report displays the following information for each service request:
- The service request ID.
- The description of the service request.
- The receiver of the service request.
- The stage, priority, and severity of the service request.
- The service level agreement metrics for the service request.
- The contact which the service request is assigned to.
The service level agreement metrics displayed in the report vary based on the stage of a service request. For example, if the first response has not been sent for a service request, the report displays the date and time when the first response must be sent, and if the first response has been sent, it displays the date and time when it was sent.
Generating Service Request Summary Reports for a single contact
You can generate a Service Request Summary Report for a single contact on the Contacts workspace.
To run a Service Request Summary Report for a single contact:
The report is generated. In the dialog that opens, you can specify whether you want to save the report or open it immediately.
Generating Service Request Summary Reports for multiple contacts
The Service Request Summary Report generates a report for multiple contacts from a selected saved list.
To run a Service Request Summary Report for multiple contacts:
The report is generated. In the dialog that opens, you can specify whether you want to save the report or open it immediately.
SLM Touches Reports
The SLM Touches Report is a report that contains details of the interactions you have with a contact. It displays communication details and the recent and future interactions you will have with a contact. The information comes from the Service Model tab in the Detail tab of the Contacts workspace.
The report displays:
- The contact's first and last name.
- The tier and service level of the contact.
- The contact's communication information such as business phone, home phone, and email address.
- The contact's touch status and touch target.
- The last touch you had with the contact.
Generating SLM Touches Reports for a single contact
You can generate an SLM Touches Report for a single contact on the Contacts workspace.
To run an SLM Touches Report for a single contact:
The report is generated. In the dialog that opens, you can specify whether you want to save the report or open it immediately.
Generating SLM Touches Reports for multiple contacts
The SLM Touches Report generates details of the interactions you have with a list of contacts saved in the Saved Lists in the Contacts list.
To run an SLM Touches Report for multiple contacts:
The report is generated. In the dialog that opens, you can specify whether you want to save the report or open it immediately.
Running Batch Process Reports
The Batch Process Report generates the details of the batch process activity.
To run a Batch Process Report: