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Fix the Phones

Just thinking ahead, once we move to Sales Vision Pro, the Fix the PHones report will be obsolete. With Service moving, there is nothing on that report. You have two versions, one for single point stores and a consolidated version for groups. it a...
Amy Shaffer 10 months ago in Reports / Analytics 0

Include Outbound Calls To Fix The Phones Report

Dealers coming from CallSource are complaining that they don't get a daily recap report for Outbound Calls. It seems like this could be integrated into the Fix The Phone Report.
Dustin Snyder over 2 years ago in Reports / Analytics 1

Strong Close Report opens to a blank page

The Strong Close is sent as an attachment. When you open it. It loads to the right of the report so it looks like it's a blank report. If you look at the bottom of the page you can see the progress bar is not all the way to the left, it's in the m...
Amy Shaffer 5 months ago in Reports / Analytics 0

Add Training Completion to Employee Report Card

This with be helpful for managers to view who has completed the Call Revu Training and if it is making an impact on their performance. This could be used to help us enforce the training for low performers. I will nominate Phone Champions based on ...
Guest about 1 year ago in Reports / Analytics 0

Need an in APP Comprehensive Report

Currently the Comprehensive Report is the #1 most pulled and sent report to customers that they don't already have access to today. It is essentially a trend report that can pull in multiple rooftops and multiple months for a set of key data point...
Alicia Klyn over 1 year ago in Reports / Analytics 0

Update Outbound Daily Report to allow for setting to be for weekly and monthly call data

We Currently have a report Outbound Daily Report that can be scheduled with run day options Frequency: Disabled Daily Weekly Last 4 Weeks Monthly Day of Week (for Weekly): Sunday Monday Tuesday Wednesday Thursday Friday Saturday but th...
Guest 10 months ago in Reports / Analytics 1 Needs clarification

Report on abandon calls

Please send a daily report of abandon calls
Guest over 1 year ago in Reports / Analytics 0

My Reports

Give users the ability to save "versions" of reports in CR 2.0 that maintain their specific filter, column selection, rows per page, etc. settings. Create a "My Reports" section in the left nav where these reports are stored by default. Create a "...
Seth Parker almost 2 years ago in CallTracking / CallTracking CI / Reports / Analytics / SalesVision 0

Enterprise Reporting

How is the Inbound call totals pulled? Looking at Umansky the inbound calls from the Enterprise report, don't match the total calls from the comp report or the inbound totals in the portal in the inbound report. The call totals should match someth...
Amy Shaffer about 2 years ago in Reports / Analytics 0 No longer in consideration

Adjusting frequency for notifications and reports

We would like to set up frequency for our reports such as the Auto Recap, Fix the Phones, and Strong Close reports, etc. so they can either make it daily, monthly, weekly, bi monthly, quarterly, yearly etc. so it meets the dealership needs.
Jasmin Reynolds about 1 year ago in Reports / Analytics 0