Use this page to select the Customer Service Representative (CSR) or all the CSRs in a particular team for whom you want to generate a price quote to order conversion report, as well as the reporting time period, sorting criteria and sorting order.
- Search Criteria
- Select one of the following search options:
- CSR logon ID: Type the logon ID of the CSR for which you want to generate a report. The CSR logon ID field is case sensitive.
- Team name: Type the name of the CSR team for which you want to generate a report. The Team name field is case sensitive. If you enter a team name, data for each CSR in that team will display in the report.
- 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 one of CSR name, or Conversion rate.
- Order
- Select one of Descending or Ascending.