My supervisor would like to track every call, message, and email for each month using the codes we've created. Our goal is to track the types of support we provided during the previous month to develop an idea of where improvements are needed and any trends in our services provided.
When I select the option of reports within GM Premium:
1. I do not see a monthly report meeting my supervisor's criteria.
2. I created a monthly report by right clicking the Service Report (hopefully this is for services provided) and selecting New, but it still doesn't bring up any data when selected.
I am in need of some step by step procedures to create a monthly report that includes the contact, the activity, the user, the code used for each form of communication, the dates, the reference, and the result.
Thanks in advance for any assistance you are able to provide.