I looked through all the reports and didn't find anything close to this. Do I
need to create a custom report? If so, which fields do I query for the info?
this would be used in the service standard module of CRM.
TIA

Erik Woodland, MCSE MBSCP
--
It'll work. Well, at least in theory...

Re: does a responses per hour by CSR report exist? by ErikW

ErikW
Mon Mar 14 07:47:04 CST 2005

Thanks for the response. The purpose of this report is to just get an idea of
the responses per hour, not for comparison of one CSR to another. Our client
requires this information. CRM is being used as an Email response system
instead of just using Outlook. This process of tracking the number of Emails
per hour is currently a manual process performed by the CSR and we would like
this to be a reportable thing. Does CRM time stamp each activity so that a
report like this could be generated?


"John O'Donnell" wrote:

> depends on how you define response. For instance if a user adds 10
> activities to a Case or incident does this make him a better csr than the
> guy who does 5?
>
> In CRM you can either track support inidents or activities against them. The
> incidentbase table will tell you how many incidents they are creating.
> Activitybase allows you to work out how many activities they are creating.
>
> If you load up crystal designer on a workstation with the CRM crystal addon
> loaded on top of it you can open the existing reports and learn how
> microsoft created them then create new ones if needed. Not that crystal also
> allows you to do filters like show incidents create in last month, last week
> etc so there are plenty of options
>
> --
> John O'Donnell
> Microsoft CRM MVP
> http://www.mscrmfaq.us
>
>
> "Erik W" <ErikW@discussions.microsoft.com> wrote in message
> news:0F371951-BB07-4336-967B-D51BCC9A752B@microsoft.com...
> > I looked through all the reports and didn't find anything close to this.
> Do I
> > need to create a custom report? If so, which fields do I query for the
> info?
> > this would be used in the service standard module of CRM.
> > TIA
> >
> > Erik Woodland, MCSE MBSCP
> > --
> > It'll work. Well, at least in theory...
>
>
>

Re: does a responses per hour by CSR report exist? by CRMCustomizer

CRMCustomizer
Mon Mar 14 09:57:05 CST 2005

Erik,
On other option is to use a product called VAST that was being demoed at
Convergence. It is an audit tracking system. It tracks everything that is
done inside of CRM. You could then query their custom database for the
numbers you are looking for.

HTH

"Erik W" wrote:

> Thanks for the response. The purpose of this report is to just get an idea of
> the responses per hour, not for comparison of one CSR to another. Our client
> requires this information. CRM is being used as an Email response system
> instead of just using Outlook. This process of tracking the number of Emails
> per hour is currently a manual process performed by the CSR and we would like
> this to be a reportable thing. Does CRM time stamp each activity so that a
> report like this could be generated?
>
>
> "John O'Donnell" wrote:
>
> > depends on how you define response. For instance if a user adds 10
> > activities to a Case or incident does this make him a better csr than the
> > guy who does 5?
> >
> > In CRM you can either track support inidents or activities against them. The
> > incidentbase table will tell you how many incidents they are creating.
> > Activitybase allows you to work out how many activities they are creating.
> >
> > If you load up crystal designer on a workstation with the CRM crystal addon
> > loaded on top of it you can open the existing reports and learn how
> > microsoft created them then create new ones if needed. Not that crystal also
> > allows you to do filters like show incidents create in last month, last week
> > etc so there are plenty of options
> >
> > --
> > John O'Donnell
> > Microsoft CRM MVP
> > http://www.mscrmfaq.us
> >
> >
> > "Erik W" <ErikW@discussions.microsoft.com> wrote in message
> > news:0F371951-BB07-4336-967B-D51BCC9A752B@microsoft.com...
> > > I looked through all the reports and didn't find anything close to this.
> > Do I
> > > need to create a custom report? If so, which fields do I query for the
> > info?
> > > this would be used in the service standard module of CRM.
> > > TIA
> > >
> > > Erik Woodland, MCSE MBSCP
> > > --
> > > It'll work. Well, at least in theory...
> >
> >
> >

Re: does a responses per hour by CSR report exist? by ErikW

ErikW
Mon Mar 14 10:31:03 CST 2005

Thanks - Couple of Q's for you:
I did a Google search for Microsoft CRM VAST and didn't find what I was
looking for. Do you happen to know who writes VAST and is there a place I can
download a demo? Any idea of cost?
TIA

"CRM Customizer" wrote:

> Erik,
> On other option is to use a product called VAST that was being demoed at
> Convergence. It is an audit tracking system. It tracks everything that is
> done inside of CRM. You could then query their custom database for the
> numbers you are looking for.
>
> HTH
>
> "Erik W" wrote:
>
> > Thanks for the response. The purpose of this report is to just get an idea of
> > the responses per hour, not for comparison of one CSR to another. Our client
> > requires this information. CRM is being used as an Email response system
> > instead of just using Outlook. This process of tracking the number of Emails
> > per hour is currently a manual process performed by the CSR and we would like
> > this to be a reportable thing. Does CRM time stamp each activity so that a
> > report like this could be generated?
> >
> >
> > "John O'Donnell" wrote:
> >
> > > depends on how you define response. For instance if a user adds 10
> > > activities to a Case or incident does this make him a better csr than the
> > > guy who does 5?
> > >
> > > In CRM you can either track support inidents or activities against them. The
> > > incidentbase table will tell you how many incidents they are creating.
> > > Activitybase allows you to work out how many activities they are creating.
> > >
> > > If you load up crystal designer on a workstation with the CRM crystal addon
> > > loaded on top of it you can open the existing reports and learn how
> > > microsoft created them then create new ones if needed. Not that crystal also
> > > allows you to do filters like show incidents create in last month, last week
> > > etc so there are plenty of options
> > >
> > > --
> > > John O'Donnell
> > > Microsoft CRM MVP
> > > http://www.mscrmfaq.us
> > >
> > >
> > > "Erik W" <ErikW@discussions.microsoft.com> wrote in message
> > > news:0F371951-BB07-4336-967B-D51BCC9A752B@microsoft.com...
> > > > I looked through all the reports and didn't find anything close to this.
> > > Do I
> > > > need to create a custom report? If so, which fields do I query for the
> > > info?
> > > > this would be used in the service standard module of CRM.
> > > > TIA
> > > >
> > > > Erik Woodland, MCSE MBSCP
> > > > --
> > > > It'll work. Well, at least in theory...
> > >
> > >
> > >

Re: does a responses per hour by CSR report exist? by CRMCustomizer

CRMCustomizer
Mon Mar 14 10:51:05 CST 2005

It is produced by an ISV called Visionary Software - it is listed on the ISV
Vendors list that Microsoft maintained, so they have passed the certification
test. The website on the card they gave out is www.vscrm.com.

And yes , there is a download if you use AWC. And the cost is mostly per
seat based - details on the site.

Good Luck!


"Erik W" wrote:

> Thanks - Couple of Q's for you:
> I did a Google search for Microsoft CRM VAST and didn't find what I was
> looking for. Do you happen to know who writes VAST and is there a place I can
> download a demo? Any idea of cost?
> TIA
>
> "CRM Customizer" wrote:
>
> > Erik,
> > On other option is to use a product called VAST that was being demoed at
> > Convergence. It is an audit tracking system. It tracks everything that is
> > done inside of CRM. You could then query their custom database for the
> > numbers you are looking for.
> >
> > HTH
> >
> > "Erik W" wrote:
> >
> > > Thanks for the response. The purpose of this report is to just get an idea of
> > > the responses per hour, not for comparison of one CSR to another. Our client
> > > requires this information. CRM is being used as an Email response system
> > > instead of just using Outlook. This process of tracking the number of Emails
> > > per hour is currently a manual process performed by the CSR and we would like
> > > this to be a reportable thing. Does CRM time stamp each activity so that a
> > > report like this could be generated?
> > >
> > >
> > > "John O'Donnell" wrote:
> > >
> > > > depends on how you define response. For instance if a user adds 10
> > > > activities to a Case or incident does this make him a better csr than the
> > > > guy who does 5?
> > > >
> > > > In CRM you can either track support inidents or activities against them. The
> > > > incidentbase table will tell you how many incidents they are creating.
> > > > Activitybase allows you to work out how many activities they are creating.
> > > >
> > > > If you load up crystal designer on a workstation with the CRM crystal addon
> > > > loaded on top of it you can open the existing reports and learn how
> > > > microsoft created them then create new ones if needed. Not that crystal also
> > > > allows you to do filters like show incidents create in last month, last week
> > > > etc so there are plenty of options
> > > >
> > > > --
> > > > John O'Donnell
> > > > Microsoft CRM MVP
> > > > http://www.mscrmfaq.us
> > > >
> > > >
> > > > "Erik W" <ErikW@discussions.microsoft.com> wrote in message
> > > > news:0F371951-BB07-4336-967B-D51BCC9A752B@microsoft.com...
> > > > > I looked through all the reports and didn't find anything close to this.
> > > > Do I
> > > > > need to create a custom report? If so, which fields do I query for the
> > > > info?
> > > > > this would be used in the service standard module of CRM.
> > > > > TIA
> > > > >
> > > > > Erik Woodland, MCSE MBSCP
> > > > > --
> > > > > It'll work. Well, at least in theory...
> > > >
> > > >
> > > >

Re: does a responses per hour by CSR report exist? by John

John
Mon Mar 14 22:50:55 CST 2005

yes crm time stamps each activity so yes you can create a report which lists
number of responses per hour per csr. This does not exisit in the standard
reports so you will need to build it yourself or get a crystal developer to
write it for you.

--
John O'Donnell
Microsoft CRM MVP
http://www.mscrmfaq.us


"Erik W" <ErikW@discussions.microsoft.com> wrote in message
news:66E66A01-7A81-46AA-8DFD-A87519ED0512@microsoft.com...
> Thanks for the response. The purpose of this report is to just get an idea
of
> the responses per hour, not for comparison of one CSR to another. Our
client
> requires this information. CRM is being used as an Email response system
> instead of just using Outlook. This process of tracking the number of
Emails
> per hour is currently a manual process performed by the CSR and we would
like
> this to be a reportable thing. Does CRM time stamp each activity so that a
> report like this could be generated?
>
>
> "John O'Donnell" wrote:
>
> > depends on how you define response. For instance if a user adds 10
> > activities to a Case or incident does this make him a better csr than
the
> > guy who does 5?
> >
> > In CRM you can either track support inidents or activities against them.
The
> > incidentbase table will tell you how many incidents they are creating.
> > Activitybase allows you to work out how many activities they are
creating.
> >
> > If you load up crystal designer on a workstation with the CRM crystal
addon
> > loaded on top of it you can open the existing reports and learn how
> > microsoft created them then create new ones if needed. Not that crystal
also
> > allows you to do filters like show incidents create in last month, last
week
> > etc so there are plenty of options
> >
> > --
> > John O'Donnell
> > Microsoft CRM MVP
> > http://www.mscrmfaq.us
> >
> >
> > "Erik W" <ErikW@discussions.microsoft.com> wrote in message
> > news:0F371951-BB07-4336-967B-D51BCC9A752B@microsoft.com...
> > > I looked through all the reports and didn't find anything close to
this.
> > Do I
> > > need to create a custom report? If so, which fields do I query for the
> > info?
> > > this would be used in the service standard module of CRM.
> > > TIA
> > >
> > > Erik Woodland, MCSE MBSCP
> > > --
> > > It'll work. Well, at least in theory...
> >
> >
> >