This article will guide you through generating the Contact Log Report. This report provides an overview of contact made to club prospect and members/customers.
1. Accessing Your Report
Navigate to Reports > Staff > Corporate Contact Log.
Select the date range, Division / District / Club from the drop down and click Run Report.
2. Understanding Your Report
The online report will contain the following information:
Staff Type - Each staff type with staff names listed below
Club called customer - Attempts and contacts made when staff called customers
Club texted customer - Attempts and contacts made when staff texted customers
Total Contacts - Total attempts and contacts made for customers
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Corporate - Reporting - Can access reports (must be enabled to see any reports)