CSR Coaching and Feedback Report: Difference between revisions

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Latest revision as of 11:39, 18 September 2024

Location

REPORTS > Commission Coaching Reports


Purpose

The CSR Coaching and Feedback Report provides a summary of the CSR Coaching and Feedback forms that have been entered.


Options

Employee # – The ID number of the employee’s contracts to report. If the user is a manager, this field is editable. Enter a value of "All" to report on all employees.
Separate/Consolidated – The report can be run with each employee in a separate section, or all employees consolidated into a company-wide total.


Data Selection

The feedback forms are selected by the following rules:

  • The employee is selected in the Employee# field.
  • The form’s observed date is within the report’s date range.