Report Sales Leads Activity Comparisons

Access

Use this report to compare sales lead activity for a period this year (that is, a week, month, or year date month) with a period from the previous year. Once the run-time options have been selected, choose Run to produce the report.

District ManagerEnter one or more district managers to whom you want to restrict this report.

LocationEnter one or more locations to which you want to restrict this report.

Type of Follow-ups

Send Output toThe output destination of the report displays.  To change the output destination, click on the Actions button and select Output Settings.

Export PathIf you select either the Personal Report Viewer (PRV (Personal Report Viewer) A STORIS printer output option that allows you to customize report results, for example to rearrange data columns.), Excel Export, or ASCII Export, this field displays the pre-set computer drive and folder location to which the system exports the report data. You cannot edit the export path using this process.