New Reports
Eleven new reports are available, covering deals, coverage targets, and territory performance. Click a report name to open its full specification on the Perenso Support site.
| ID | Report | Type | What it shows |
|---|---|---|---|
| FS9-3372 | Deal Detail – By Account | Detail | Accounts that have an order for the deals you choose |
| FS9-3374 | Deal Detail – By Product | Detail | Products that have an order for the deals you choose |
| FS9-3376 | Deal Sales by SKU Account | Summary | Sales of products within deals |
| FS9-3377 | Deals Sold Into | Summary | How many accounts have had an order for the deals you choose |
| FS9-3371 | Deals Taken By Account | Summary | Deal sales compared to show a gain or loss |
| FS9-3949 | Coverage Summary – By Target | Summary | Coverage against your coverage targets |
| FS9-3949 | Coverage Summary – By Period | Summary | Coverage against targets, grouped by coverage target type |
| FS9-3948 | Coverage By Account Detail | Detail | Coverage for each account |
| FS9-3375 | TM Coverage By Account | Detail | The number of calls on each account |
| FS9-3370 | Territory Summary By Period | Summary | Sales across different periods of time |
| FS9-3378 | Cycle Questions By Territory | Summary | A count of Yes answers to the survey questions you choose (Yes/No, Pick From List questions only) |
Improvements
User Call Location: new and renamed columns (FS9-3885)
The User Call Location report now shows when each call was entered, the order value taken in the call, account groups, and call notes. Several columns have clearer names.
| Column | Change | Where it appears |
|---|---|---|
| Call Entered Date \ Time | New: the date and time the user created the call | Between User Name and Call Date \ Time |
| Call Date \ Time | Renamed from Date\Time | Unchanged |
| Account Groups 1–4 | New: as set in your report configuration | Between P.Code and Call Type |
| Total NIS | New: the total NIS of all orders in the call, across all work items, including sent, unsent and held orders | Between Complete and Session Start Time |
| Session Start Time | Renamed from Start Time | Unchanged |
| Session End Time | Renamed from End Time | Unchanged |
| Session Duration | Renamed from Duration | Unchanged |
| Call Notes | New | Last column |
Account Sales By Month: Data Filter (FS9-4011)
A new Data Filter parameter lets you report on accounts that have, or have not, ordered in each month.
Rep Activity Summary: Product Group filter (FS9-4065)
You can now filter the Rep Activity Summary report to specific product groups, such as brands. When a product group is selected, these columns show figures for that group only: # Orders, Strike Rate, Units, Sale, List and Avg Discount.
More filtering options on existing reports (FS9-4199)
| Report | What's new |
|---|---|
| Deal Sales by Account Group | Period is now a From – To range |
| Diary List | Period is now a From – To range; User Type filter (choose several) |
| Distribution Detail | Product Group filter |
| Rep Activity Detail | Period is now a From – To range; User Type filter (choose several) |
| Sales by Account by Order | Period is now a From – To range |
| Survey Questions Pivot | Period is now a From – To range |
| User Call Location | Period is now a From – To range |
Photo captions in Photo Detail reports (FS9-4100)
The Photo Detail and Photo Detail Large reports now include each photo's caption.
Account Group Sales by Product by Month: Last 12 Weeks (FS9-4001)
A new Last 12 Weeks period shows weeks across the top instead of months.
Bug Fixes
- Filters on the Photos tab can be used again. (FS9-4013)
- The Rep Activity by Call Type report now returns the correct results. (FS9-3999)