Jobs

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Reports

The Reports window offers a convenient way to access a variety of Job-specific reports. Whether you need insights on job activity, issue resolution rates, or other metrics, this information is easily accessible from the Jobs Reports window.

SAM CRM Reporting
 To view or print your Job reports, follow these steps:
  1. Viewing or Printing Reports:
    To print a report from the Jobs Reports window:
    • Navigate to the Jobs module and scroll dow to select a job, click to open the job details screen, from the menu click on the Reports option.
    • Select the report you wish to view or print from the list.
    • Highlight the report, then click View to display the report on-screen, or Print to print it directly.
    • If necessary, enter criteria such as date range or Job category to refine the report.
    • Click OK to generate or print the report. 
  2. Available Reports:
    The dropdown menu allows you to select from the following key customer reports:
    • Job Activity: Displays a detailed history of Jobs interactions, including transactions, communications, and other related activities.
    • Current Spend: Provides insights into the customer’s spending over a specified period, helping you track profitability and spending trends.
    • Issue Resolution Rate: Displays the rate at which customer issues have been resolved, offering a performance overview of customer service.
  3. Repeat for Additional Reports:
    If you need to view or print multiple reports, simply repeat the process for each report you require.
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