Use this page to view the revenue by product category for a particular Customer Service Representative (CSR) or for all of the CSRs in a team, and to select 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. The resulting report will list all revenue by product category for this CSR.
- Team name: Type the name of the CSR team for which you want to generate a report. The Team name field is case sensitive. The resulting report will list all revenue by product category for the CSRs in this team.
- 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, Category or Revenue.
- Order
- Select one of Descending or Ascending.