This report allows staff users to be able to review or report on activities that are conducted by the group manager for Group Management. Staff users will be able to search for all records that have been added or recently updated by a particular manager based on their login ID. Past group managers must be included in this report. In addition, this report can only be run in the back office.
Parameter |
Description |
Default Value |
Required? |
|---|---|---|---|
Manager Master Customer ID |
Allows users to select one of their managed groups. |
All |
Yes |
Manager Sub Customer ID |
Allows users to select one of their managed groups. |
All |
Yes |
Activity from Date |
Allows users to narrow the list of activities selected for the manager that are included in the report. |
Null |
Yes |
Activity to Date |
Allows users to narrow the list of activities selected for the manager that are included in the report. |
Null |
Yes |
Include Customer Changes |
Allows the user to specify whether customer changes should be included in the report. This parameter identifies customer changes both added and updated for the date range specified. |
Y |
Yes |
Include Address Changes |
Allows the user to specify whether address changes should be included in the report. This parameter includes all updated and added address changes for the date range specified. |
Y |
Yes |
Include Communication Changes |
Allows the user to specify whether communication changes should be included in the report. This parameter includes all "COMM_TYPE" values for added and updated information. The "COMM_TYPE" determines what value will populate the FORMATTED_PHONE_ADDRESS column in the report. For example, if the "COMM_TYPE" is email, in the FORMATTED_PHONE_ADDRESS column, an email address will display. |
Y |
Yes |
Include Relationship Changes |
Allows the user to specify whether relationship changes should be included in the report. This parameter includes all updated and added relationship changes for the date range specified. |
Y |
Yes |
Include Order Changes |
Allows the user to specify whether order changes should be included in the report. This parameter includes all updated and added orders for the date range specified. |
Y |
Yes |
Include New Manger Changes |
Allows the user to specify whether new group managers' changes should be included in the report. This parameter identifies added and updated group manager changes for the date range specified. |
Y |
Yes |