ID258 - QBR - Variables

This report can be run like our normal SSRS reports from a browser, it can also be requested by the sales reps within the CRM. We are currently just working with Compass Sherpa but ask your CRM Manufacturer to implement this. For the CRM version we email the sales rep (within 15 minutes of request) an Excel attachment (assuming they have security). The browser version can be exported to Excel and will then look exactly the same as the version the rep gets. Click here for where to find your SSRS reports.

As sales have no control over report parameters we allow you to adjust these via variables in the alert (details below).

Click here for how to set up the Compass interface and how the rep requests the report in Compass.

**Please note the variables in your subscription also effect your SSRS Report. The months of history filter on the SSRS Report will NOT override your Variable 1 setting**

Anyone listed in to:/cc: of your ID258 alert subscription will also receive the QBR requested from Compass. (bcc: will not send to anyone as it is intentionally not connected)


Ideally we want all our meter collection automated and as part of the account review sales should focus on where we are still having to collect meters manually. To do this we need to identify meters collected manually versus those automated.

Web Meter Sources (VariableZ)

The meter sources in eAuto that indicate meter reading comes from eInfo or any other web portal customers use to enter meters (i.e. Web is default Meter Source in eInfo), separated by comma. Please note: since this report pulls historical data, be sure to include inactive Meter Source(s) used in the past.

Automated Meter Sources (VariableW)

The Meter Sources in eAuto that indicate meter reading came from a meter capture tool (i.e. FMAudit, PrintAudit), separated by comma. Please note: since this report pulls historical data, be sure to include inactive MeterSource(s) used in the past


You decide how much data your reps need to have 

Max Months of History Allowed (Variable1)

The maximum # of months of history to this report is restricted to (be sure this does not exceed the amount of months your analytics data contains - i.e. v2 Analytics is 36 months for most tables)

**We don't recommend setting this for more than 12 months as there is maximum about of info SSRS Reports is capable of reporting and it is really intended to be a Quarterly (not annual) Business Review**



A helpdesk agent who closes a call over the phone in minutes is a very different metric to a tech who must go onsite to close a call and mixing these metrics can give confusing results. As dealers do more IT related calls this becomes a bigger issue.

Please indicate the call type categories you want to be included in Response Time metrics.

Variable3: Enter the category(s) separated by commas ex:CM,PF. 

Response time has morphed into a lot of different translations, and we aren't going to tell clients it's only 1 way. So this variable allows you control.

CM for Corrective Maintenance
PF for Phone Fix
PM for Preventative Maintenance
SH for Shop
IR for install/delivery
CC for Courtesy Call


Variable4: Enter 'Yes' to suppress Call Details on the report, else 'No' to append them. Note that this setting affects both the automation and the direct running of the report on the SSRS server.

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