Dashboards & Reporting

AnthonyKC
Member

Productivity Reporting

When calls are made why are users in the system showing account owner not the user that is making the call in the productivity report? Is anyone else experiencing this and is there a way to fix it?

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PamCotton
Community Manager
Community Manager

Productivity Reporting

Hello @AnthonyKC 

 

Could you please share a screenshot or provide us more details in what filters are being used in your report currently? And how are the contacts associated with Users, the users that call the customers are usually different from the account owner?

 

The more information, screenshots, and details you can provide, the better I can advise on the next steps.

 

Thank you,

Pam

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