Reports: Department Field Reporting and Role Setting.

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1. US
2. Retail sales. HQ with mobile sales reps in brick and mortar locations abroad. 
3. Query by Department for Reports // Select customer role features by department.
4. As our stores are sectioned by markets nation wide, we would be able to report on market activities globally.
5. As users are added, the labor in updating 26-50 possible reports would be alleviated by just including "all" in a specific department. you would have better executive management reporting. 
6. Case Number: 04811842

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Kalen White

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Posted 2 years ago

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Kalen White

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This reply was created from a merged topic originally titled "Reporting by Department" or other subcategories || Eliminate custom report user ....

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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