Customer-Related Reports Overview

This section describes the following reports that are available for customers in Personify360:

·            CUS500 - Customer Labels

·            CUS520 - Address Swapping

·            CUS530 - Batch Address Validation Process

·            CUS540 - ACS File Upload Process

·            CUS550 - Primary Search Group Synchronizing Process

·            CUS560 - Data Migration between Personify360 and Salesforce

·            CUS590 - Potential Duplicate Customer Identification

·            CUS595 - Merge Verified Duplicates

·            CUS595_Files - Customer Duplicate Merge Documents

·            CUS600 - Manage Segmentation Data

·            CUS601 - Employee Segmentation

·            CUS602 - Committee Segmentation

·            CUS603 - Subgroup Segmentation

·            CUS700 - Manage Web User Bill Me Data

·            CUS900 - Bad Address List

·            CAP100 - CapWiz Integration

·            CRM1000 - Constituent Summary Report

·            CUS1302 - Company Staff Information

·            CUS1303 - Bad Address List

·            CUS2300 - Customer Duplicate Process Setup

·            CUS2302 - Subgroup List by Customer Class

·            MRM1300 - Inquiry Response Times by Staff

·            MRM1302 - Open Issues by Staff

·            MRM2300 - Call Center Configuration

·            MRM2301 - Business Card Configuration

·            MRM2302 - Staff Assignment

·            MRM2303 - Standard Letters

·            MRM2304 - Call Center Quick Pick Setup

·            CUS1000PE - Customer Listings by State

·            CUS1001PI - Customer Listing by State

·            CUS1002PE - Customers with Balance Due

·            CUS1003PE - List of All Bad Addresses for a Record Type

·            CUS1004PI - List of All Bad Addresses for a Record Type

·            CUS1005PE - List Demographics Based on a Record Type

·            CUS1006PE - Analysis of Customer Current Relationship

·            CUS1007CI - List of All Primary Contact for Companies

·            CUS1008CI - List of All Employees of a Company

·            CUS1009CI - Opt-In Interest Area Subscriber Listing

·            CUS1010CE - Opt-In Interest Area Subscriber Listing

·            CUS1011PE - Opt-In Interest Area Subscriber Listing

·            CUS1012PI - Opt-In Interest Area Subscriber Listing

·            CUS1013CE - Opt-In Interest Area Subscribers By Membership Type

·            CUS1014CI - Opt-In Interest Area Subscribers By Membership Type

·            CUS1015PI - Opt-In Interest Area Subscribers By Membership Type

·            CUS1016PE - Opt-In Interest Area Subscribers By Membership Type

·            CUS1017PI - Summary Counts by Opt-In Interest Area

·            CUS1018CI - Summary Counts by Opt-In Interest Area

·            CUS1019PI - CapWiz Customer List

·            CUS1020PI - Constituent Role Audit Report

·            CSM1001 - Past Employee Roster

·            CSM1002 - Individual Activity Profile

·            CSM 1003 - Group Activity Profile

·            CSM 1004 - Past Affiliate Manager Activity Audit

·            CSM1005 - Affiliate Manager Activity Audit