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Frequency Report
Frequency Report

Measures how many visits achieved VS frequency visits

A
Written by Ayman Atmeh
Updated over a week ago

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

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