I run a sales center and also have someone part time that backenters or adds new information from field technicians. Is there a way I can have a little graph of "created history" by user? One graph per user over a week. I am basically looking to staticize calls by salespeople and staticize entries by admin personnel. I don't see how I can do this with the existing dashboard. Ideas?
I tried reports. The thing is that a call needs to be scheduled and then cleared. If a history item is simply entered - like if you make a call that has not been scheduled, insert it as a history item of "call completed" or "call left message", then it will not show up in the report. I have people making 100 to 200 calls a day and these are only "scheduled" if someone has asked for a call back, so the report shows as a very small number. Maybe I'm doing something wrong? It seems like there should be much more versatlity to these. The point is also that I'm trying to staticize this on a per user basis.
The History Summary Classic report will do that. The standard report reports on five history types but can be made to report on any five history types. I also have a custom version of that report that will report on eight history types. You would need to edit the standard report to change the history types tracked or have someone do a cuatom version of the report to meed your needs.
Kelley, I think you're looking at the wrong report. The History report Roy referenced only counts Histories - whether they come from cleared activities or manual histories. If you're not seeing manual histories you're probably looking at an Activities report.
Thanks Guys. This helped. A better solution is an edit of the dashboard and filtering stats by the number of days. I would like to see a graph of daily activity per user. I should have been clearer. I am just having trouble working this out in terms of versatility.
I am able to monitor this through the dashboard in the contact history count by history type and this works. My idea was to have sort of a contact history count by history type BY DAY or BY WEEK.
