In this article, the third and final installment of the Inquiry Management series, I will walk you through the steps of creating a reporting solution for Inquiry Management. I use the word ‘solution’ intentionally so as to place emphasis on the coordination of several features in Intelliworks to provide you with relevant, meaningful metrics to measure the impact of efficient Inquiry Management to your institution.
1) Build Your Reports
When you create your report, select the Summary report type. This will allow you to group results of the report by fields you select, such as Status, Source, Priority, etc.
Resources:
-Reports
2) Build Dashboards
Dashboards are visual representations of your Reports. They are a great way to get immediate insight into the Inquiry Management activity taking place. The Dashboards view will most likely be the starting point when you intend to understand the scope of Inquiry Management activity.
Resources:
-Dashboards
3) Add the Dashbaord to your Workspace
You have your Report and your Dashboard, now add the Chart to your Workspace for even greater visibility.
Resources:
-Workspace
4) Create a Report Scheduler
Up to this point you have created solutions for yourself and other Intelliworks CRM users. The question now is, ‘How can I share this information with other people at my Institution’. The answer is to create a Report Scheduler. The Report Scheduler will automatically generate the desired Report and deliver it as an attachment to any email recipient - even those who are not Intelliworks CRM users.
Resources:
-Report Scheduler
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