This Custom Report allows you to analyze your Callbacks by several different dimensions.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
The basic functionality is "show me all machines with W # of Callbacks in 'date range". You can report by customer, by model or by tech. Some call detail is provided. This is not an automated alert, but rather a report that can be run from eAutomate as desired.
Run Schedule: On Demand
Type of Output: Custom Reports
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Sample
Sample
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Variables
Variables
There are no Variables with this alert.
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Alert Functionality
Alert Functionality
1. This report will be installed in Custom Reports in eAutomate reports tab...
A. Under the eAutomate Reports tab select custom reports.
B. Find CEOJuice Callback Report
2. The filters let you consider callbacks by multiple definitions (instead of just using what you've set eAutomate to).
3. Some folks might want to look at 3 calls in 30 days (the standard eAutomate setting) but to also see equipment with 4 calls in 40 days for comparison. So, you'd set Days1 = 30 (A) and Calls1 = 3 (B) and then Day2=40 and Calls2=4.
4. Assuming the settings match above (3 calls in 30 days) but you change the 'Report' filter (C) to look at 'Call Backs and Call Alerts only' then it will only show equipment where there has been a combination of at least 3 call backs or call alerts, not necessarily 3 calls as the setting above would show. So, it would trigger if there were 2 call backs and 1 call alert on one piece of equipment in the last 30 days, or 1 call back and 2 call alerts, or 3 call backs, etc.
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Best Practices & Tips
Best Practices & Tips
1. **Please note this report will consider Call Backs based on eAutomate settings, please see Where to Set Up Callback & Call Alert settings in eAutomate – CEO Juice for those details**
2. To be a Callback the Call MUST BE under the number of days. However, a call under the number of days may be DISQUALIFIED based on having met the click target. No such thing as a Callback based only on clicks.
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Related Alerts
Related Alerts
ID206 - Call Back Detail SSRS Overview & Sample
ID640 - Pros Elite Call Back Criteria Overview & Sample
ID633 - BEI (Nexera) Call Back Criteria Overview & Sample
ID167 - Courtesy Calls Triggering Callbacks, Overview & Sample
ID12 - Missing Callback Parameters
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