provides you the ability to create custom reports to extract desired customer data.
To create a CRM Customer Report:
Go to Customers tab.
In the header area, click Report.
The displays the Customer Reports page.
In the Customer Reports page, click New Report.
The Agent Console displays the first of three Reports Wizard pages.
In the Customer Report Wizard, Step 1 of 3:
The Agent Console displays the next step in the wizard.
In step 2, for each customer field you chose in step 1 of the Customer Report Wizard (Figure 73), create optional filtering statements.
The Agent Console displays the third of three Reports Wizard pages.
In the Step 3:
Produce and save the report. Perform one of the following:
If the agent computer has Microsoft Excel installed, to produce the report in the agent computer's Microsoft Excel program without saving the report configuration, click Run in Excel.
After the Agent Console produces the report in Excel, in the Customer Report Wizard click Save to save the report configuration.
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