CloudLink Ideas Portal

Add Activity-type filters to the PAR Percentage Report

We'd like the ability to filter the PAR Percentage report based on type of activity recorded that mirrors the Customer Coverage Report. Please add filters to select: Face to Face, Phone, E-Communication and Other. This is needed because non-face to face activities are inflating the PAR completeness metric.

  • Wendy Spalding
  • Mar 22 2018
  • Already exists
  • Attach files
  • Court Laslop commented
    October 14, 2021 21:00

    Hi Wendy and Aaron,


    The activity type groups can be selected in the top left corner of the customer coverage report. Also, we have a configuration key that can set which activity type groups you would like the report to default to.


    Hope that answers your question! Based on our understanding of your questions, we hope this this satisfies your concern.


    Peter



If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support