What Reports are available?

Analytics are located in the reporting section of the navigation menu. Reports are sorted by the following pivots: all, communications, services and miscellaneous. Users can also subscribe to certain reports and have them automatically run.   

             

Communications: 

1. Executive Summary: provides an overview of the week.
2. Frequent Writer: lists contacts who have written in a specific number of times.
3. Inbound Message Aging by Assigned Staff: breaks down pending communications by age for specified staff
4. Tag Usage: provides stats on activities based on tag. 
5. Message Detail: provides a list of messages within a specific date range by assignee, in-type and status.
6. Outstanding Message Summary: indicates the number of communications. 
7. Production Stats: displays activity productivity stats for each staff member
8. Top Contacts with Open Messages: lists the contacts who have the highest number of open communications. 
9. Active People right now: Shows top people with open messages. 
10. What People are talking about: Indicates the top topics that constituents are writing in about. 

Services: 

1. Casework Detail: lists specific cases based on the selected parameters such as date range, status and staff. 
2. Casework Production Stats: displays casework productivity stats for each staff member.
3. Casework Productivity by Month: provides a breakdown of specified casework productivity by month for the selected year
4. Casework Trends by Week: lists the number of received/resolved cases by week for the specified date range
5. Casework Turnaround Summary: breaks down received, resolved, and outstanding casework by time frame for each staff member
6. Outstanding Casework Detail: lists open cases by specific date range. 
7. Outstanding Casework Summary: provides a count of outstanding cases by specified staff

Miscellaneous: 

1. Letters Activity: displays letters created or modified within a specific amounts of days. 
2. Tag, Letter and Staff Lists: provides up to date lists of tags, letters and staff. You can include inactive items by selecting the checkbox next to include inactive.