New
ID | Description | Comments |
FS9-2832 | Creation of a new report: "Account Last Call \ Next Call" | A report to allow users to see account details and the date of the last call and next call on a account. This will help users identify customers that need to have a call planned. |
FS9-2883 | Creation of a new report: "Survey Questions Pivot" | A pivot report designed to give users an overview of what survey questions were answered within a call by a user. 7 parameters are available allowing for the user running the report to change the questions that are being reported on at any given time. If no survey questions are specified in the Survey Question parameters, the report will return any Survey Question that has had an answer in the selected "Period" |
Improvement
ID | Description | Comments |
FS9-2809 | "Frequency Detail" Report Improvements | Values previously shown as a 0 are now blank to improve readability A "Sort By" parameter has been added to allow users to sort by Account Name (default) or columns 1 - 4 |
FS9-2865 | "Account List with Phone/Fax/Email" Report Improvements | The ability to specify a Related ID to show as a column has been added |
FS9-3038 | Improvements to the "Distributor Report Kits and Components" Order Sender report | A new column called "Unit Type" has been added which returns the ordered Unit Type (e.g. EA, CT etc) A new column called "Free" has been added. This returns a blank if the order line is chargeable or a Y if the product is free \ bonus. |
FS9-3042 | Increase DW Loader run frequency | DwLoader will now run every hour. This means data in Report Viewer and Analytics reports will be more up to date. |