Customer Organization Report

Use this page to view the customer organizations assigned to a particular Customer Service Representative (CSR) team, and to select the reporting time period, sorting criteria and sorting order.

Team name
Type the name the CSR team on which you want to report. The Team name field is case sensitive.
Start date (required)
Provide the date to begin the report by doing one of the following:
  • Click the calendar icon to open the calendar, and select the date you want to start reporting. Using the calendar control ensures that the date is specified in the appropriate format.
  • In the Year, Month, and Day fields, type the year (in the format YYYY), month (MM), and day (DD) to begin reporting.
End date
Provide the date to end the report by doing one of the following:
  • Click the calendar icon to open the calendar, and select the date to end reporting. Using the calendar control ensures that the date is specified in the appropriate format.
  • In the Year, Month, and Day fields, type the year (in the format YYYY), month (MM), and day (DD) to end reporting.
  • If you do not provide an end date, the end date defaults to today's date.
Sort
Select Organization name.
Order
Select one of Descending or Ascending.

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