"Reporting by Department" or other subcategories || Eliminate custom report user management labor.

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  • Updated 4 years ago

This conversation has been merged. Please reference the main conversation: Reports: Department Field Reporting and Role Setting.

Larger business that have users nation wide segmented by area with area managers may have a poor administrative experience when managing users within custom reports. If on-boarding is consistent, a new report isn't required to be modified if the reports can pull all data for a department rather than specific users (which changes often with a growing business). Managers would then only manage department changes rather than new hires which happens less often in many businesses. 

Example. I want to give a manger in my North Carolina market access to recorded calls and reports, but he can only have access to all calls/reports or no calls/reports. After granting access, based on our knowledge of the system, the manager then has to generate custom reports for his market or multiple teams.  What if she could simply select a department dropdown to sort the data relevant to her?   

Adding a field in the user setup that is for unique ID would help with company management as well.  Example: (Employee Number).  This can help with user management as duplicate names arise.
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Kalen White

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Posted 4 years ago

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