Report Logic
There are three Date types which are: Date Entered, Start Date, and End Date.
- Original Start Date if parameter Date Type =EnteredDate
- The Original Start Date is the time and date when the message was first posted.
- StartDate if parameter Date Type =StartDate
- Endate if parameter Date Type =EndDate
The Start Date can be manually specified before, after, or even at the same time as the original message posting date and time.
Report Description
Parameters
Parameter Name |
Options |
Description |
Branch |
All available branches |
User Branch |
Date Type |
EnteredDate, StartDate, EndDate |
|
Start Date |
|
|
End Date |
|
|
Entered By |
All available message entered by a user |
Filters result by user name who entered message. |
Is Complete |
All, Complete, Non Complete |
Filter by the complete or non-complete message. |
Action Type |
All available action type |
|
Customer Name |
|
Filters result by customer name. |
EmployeeID |
|
Allows filtering using Employee ID(s) separated by commas. |
Report Fields
Field Name |
Description |
Staffing Company |
Supplier company from a supplier |
Branch Name |
Supplier branch |
Action Type |
Message action type from a message (e.g. Cold Call, Email, FollowUp, Meeting etc.) |
Message Type |
Message type from a message (e.g. Task, Appointment etc.) |
Subject |
Message subject from the message. |
Message |
Message |
Date |
Pull Original Start Date if parameter Date Type =’EnteredDate’, StartDate if parameter Date Type =’StartDate’ and Endate if parameter Date Type =’EndDate’ from the message. The date is between parameters StartDate and EndDate. |
TimeEntered |
Time when message was entered |
Entered By User |
Username from the message. |
Employee Name |
Name of employee message send. For Message Action origin=’Employee’ |
Customer Name |
Name of customer message send. For Message Action origin =Customer’ |
Contact Name |
Name of contact message send. For Message Action origin=’Contact’ |
Link Users |
User's name who is linked with the particular message. |
Is Complete |
Check for IsComplete =1 for complete message and uncheck for IsComplete=0 for not complete message. |
Order ID |
OrderId for message send to Order, Pull order ID having Message Action origin=’Order_Dh’ , having Message Action origin=’Order_Temp.’ |
Bold Job ID |
Bold Job ID |
Assignment ID |
Assignment ID for message send to Assignment. Pull Assignment ID having Message Action origin=’Assignment’ |
Agency Name |
Name of Agency for message send to Agency. Pull Agency Name having Message Action origin=Agency |
WC Claim ID |
WcClaim ID for message send to WcClaim. Pull WcClaim ID having Message Action origin= WcClaim’. |
Unemployment ID |
Unemployment ID for message send to Unemployment. Pull Unemployment ID having Message Action origin= Unemployment. |
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