1- You can access frequency report from the side menu by choosing
Reports => Frequency
2- What is Filters ?
Filters will help you to search for a specific information , for example you can filter for frequency visits in a specific Area , or for a product line .
Group By Filter : think of it as a pivot in excel , lets take an example ,
you want to see all visits are made by reps per each classification but not in a scattered way , take a look for the table bellow , to achieve it , you can choose group by : Rep & Classification
Rep Name | Clarification | Visit Count | Target Visits | Snapshot% | Conformity% | Coverage % |
Rep A | A | 10 | 20 | 50% | 0% | 100% |
Rep A | B | 80 | 40 | 200% | 100% | 100% |
Ok lets make it more interesting ,
let assume i want to see , each client with it's classification and per product line on like the table bellow :
Client Name | Clarification | Product Line | Visit Count | Target Visits | Snapshot% | Conformity% | Coverage % |
Client A | A | Line A | 2 | 4 | 50% | 0% | 100% |
Client A | B | Line B | 2 | 2 | 100% | 100% | 100% |
to achieve this , you can choose group by : Client , classification and Product Line together .
You can select With Tags , With Client Details , With Custom Fields to add more columns for each client ( image bellow)
sometimes you want to reduce columns to be visible on your report , it's straight forward just click on the Filter icon beside Actions button.
3- How can you automate this process , lets say you want this exact reports with your desired filters to be sent on weekly basis on Wednesday for example
Click on Actions button
Select Schedule Email
Enter your email subject (i.e Frequency Report for Rep X)
Add your emails ( it can be single or multiple emails )
Select Every Week ( also there are many options like daily ,weekly monthly)
Finally choose your time ( we have several options -> Morning , Noon and evening)
Click Save 😎 and enjoy your scheduled emails