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Report of Reps by Type

Updated

  1. Click on Reports in the left-hand navigation panel.

  2. Enter Custom in the Report Finder text box.

  3. Click Search.

  4. Click the green arrow icon adjacent to Custom Representative Report.

  5. Click the link for the Rep Personal Information fields and check the following fields:

    • First Name

    • Last Name

    • Is Primary Contact

    • Is Billing Contact

  6. Click the link for the Rep Contact Information fields and check the Email field.

  7. Click the link for the Member Contact Information fields and check the Company Name field.

 

 

  1. (Optional) Select a Primary Sort from the drop-down list. This allows you to configure how the output of the report will display.
    • For Example: If you wish to sort report output by the last name. If no selection is made the report will be sorted by the first item in the Selected Fields.

  2. (Optional) Select a Secondary Sort option from the drop-down list. Use this option if you have selected a Primary Sort and then wish to sort by a secondary option.

  3. Click Continue.

  4. Select any additional filters that you would like to (Optional):

    • Filter by Reps Status: Select the desired status(es) of the reps to include in your report.
    • Filter by Representative Type: Select the desired representative type(s). For Example: If you wish to only include billing reps in your report, click the Billing Reps check box.
    • Filter by Member Status: Select the desired member status(es). For Example: If you wish to only include prospects in your report, click the Prospects check box.
    • Filter by Membership Type: Select the desired membership type(s) to limit the report output to just those types.
    • Filter by Group: Select a group, if you wish to filter the results to just a specific group.
    • Filter by Sales Rep: Select a sales rep, if you wish to filter the results to a specific sales rep.
    • Filter using Additional Criteria: This option allows you to filter based on additional criteria. For Example: if you wish to view all reps that do not have an email address, set your filters as shown below.

 

 

  1. Select a desired report format:

    • Table Style: Select this option to display each field in the report in a separate column, as shown below.

    • Directory Style: Select this option to display each field in the report on a new line. Click Show field names for all data reported if you wish to include the names of the fields in your report.

  2. Click View/Print Report.