Reports weekly on ALL designated Note Types recorded in eAuto
Jump to Overview | Samples | Variables | Alert Functionality | OnDemand Report Filters | Best Practices & Tips | Related Alerts | Webinar
Overview
Overview
This is a report on specific note types that indicate an activity you would like to monitor / trend. This alert is cloneable so you are able to setup different subscriptions for different note types. i.e. you can group AR related note types in one subscription and Service related note types in another cloned subscription. This way you are seeing trends for note types that relate to the same type of activity.
For example: This process is a response to our client's customers looking for relief from contract billing due to COVID-19. This process will allow you to track who has asked for relief & who has been given a break. We plan to roll out a separate process to notify the sales person as they often need to be involved in negotiations, plus show what Key Service (ID789) that customer is using or not. Perhaps instead of giving them all the relief they request, you allow them to transfer some revenue to something like a managed IT Contract they can use now.
Run Schedule: Weekly Sundays (8PM MST)
Type of Output: Email and On Demand SSRS Report
* * *
Sample
Sample
Will always show graph for last 14 days, Reporting Period Graph is based on your From/Thru Date
Use + button next in Note Type column to expand for details.
Report shows by Note Type:
Note Source = Customer Name / Customer Number and Record the Note is listed on (Equipment, Contract, AR Receipts)
Note Details = Date/Time of Note Entry and the actual not written
Note Source Record Number = corresponding number on Note Source record (i.e. EquipID#, Contract#, AR Receipt#)
UserID = Preferred Full Name on Employee Record associated with UserID
Sheet2/Note History Report (2) in Excel Workbook (embedded in email) provides Data View so you can sort/filter as needed (i.e. by Customer, UserID):
* * *
Variables
Variables
**Alert logic is set to not consider Note Type of Event as this will attempt to list thousands of rows of notes from eAuto. The Event Note Type comes from ALL system generated notes (i.e. tech status of dispatched, arrived, completed).
Variable 1: Enter here the Note Type(s) (separated by commas) that you wish this task to alert you for
Note Types can be found (and added) via Tools / Lists & Codes / Note Types:
* * *
Alert Functionality
Alert Functionality
1. Alert will report on any Note Type(s) you have listed in Variable1 entered from the previous 14-days
2. Alert reports on schedule even if no new notes of the specified Note Type have been added during the reporting period
3. Alert logic is set to not consider Note Type of Event as this will attempt to list thousands of rows of notes from eAuto. The Event Note Type is comes from ALL system generated notes (i.e. tech status of dispatched, arrived, completed
-These notes can be added anywhere you see Yellow Sticky Notes in eAuto (i.e. Customer Notes, Contract Notes, Sales Order Notes, Service Call Notes, etc):
4. Alert can be cloned, so you can have multiple versions of the alert set. Perhaps you want specific note type information sent to specified recipients - just use one clone for each scenario. Just click on the + below ID570 on subscription site to create another. Only requirement is the Variable for each clone be different from the other(s):
* * *
OnDemand Report Filters
OnDemand Report Filters
Select From Date and Thru Date to see by date Note Created
Select Note Type(s) from drop down menu. This drop down contains ALL Note Types in eAuto (Active and Inactive for historical reference)
Will always show graph for last 14 days, Reporting Period Graph is based on your From/Thru Date
To run this SSRS Report, user needs eAuto permissions to either ARRpts (AR) OR SCRpts (Contracts)
This report can be exported to excel to allow for filtering/sorting as needed:
Excel workbook will contain two worksheets, Note History Report (2) is in format to use for filtering/sorting (not Sheet1):
Graphs are dynamic. Y-Axis will change according to number of qualifying Note Types per your Report filter settings:
**Note change in Number of Notes
* * *
Best Practices & Tips
Best Practices & Tips
1. Best Practice is NOT to edit any existing notes so you don't lose the historical course(s) of action taken. Just add a New Note to record.
2. For handling COVID-19 specific issues and requests, we suggest creating Note Type COVIDReq and COVIDAct.
COVIDReq = to indicate the customer has requested relief.
COVIDAct = to indicate the action taken on the customer request
Here is another example being used by CEOJuice client for managing COVID-19 requests:
3. Please also see THIS LINK for suggestions on handling customer requests for Deferred Billing / Contract Base and/or Usage Reductions / Credits during COVID-19 crisis.
4. To create a new Note Type, go to Tools / Lists & Codes / Note Types, select New:
**Be sure to check 'Allow changes, edit, and deletions of notes of this type, so users can edit the notes.**
-These notes can be added anywhere you see Yellow Sticky Notes in eAuto (i.e. Customer Notes, Contract Notes, Sales Order Notes, Service Call Notes, etc):
Contract Record Notes:
Customer Record Notes:
* * *
Related Alerts
Related Alerts
ID558 - Contract billing trend
ID568 - Daily Transaction Data eView
ID569 - Meter Trends over Last Rolling Eight Weeks
* * *
Webinar
Webinar
0 Comments