How to Run the SLM Touches Report in the SLM
The SLM Touches Report is a report you can run in the Service Level Manager (SLM) or the Contact workspace. This document explains how it works in the SLM itself.
Note:
- There is one major difference between this report in the SLM compared to its counterpart in the Contact workspace.
- The SLM Touches Report in the SLM uses the Specified Report Parameters you choose when you run the report, not any filters used in that workspace.
How to create the list you want to run the SLM Touches Report on:
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Go to the SLM.
Start the SLM Touches Report.
- Click the Report button.
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Select SLM Touches Report to open the Specify Report Parameters window.
Set up the report the way you want it to run.
- Select the Touch Type.
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Select either the Standard Reporting Period for that Touch Type or select Range to enter a specific date range.
If you run the report using the Standard Reporting Periods, you can choose to look at the current period, or a later one.
Standard Reporting Periods for each Touch Type:
- Personal Contact reports monthly.
- Portfolio Review reports quarterly.
- Education Event and Social Event report semi-annually.
- Birthday Lunch reports annually.
If you run the report using a specific date range, enter the date range you want.
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Check the box to Include overdue touches.
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Choose the Unscheduled Touch Status. You can also change it to another Touch Status if you want to, but most commonly, this report is used to find unscheduled touches.
- Set Sort by to Last Touch.
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Set Group by to Tier
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Check the Show Activities and Show the full note for each activity boxes if you want the report to include the activity history of each person.
Note:
- Selecting these two options will result in a much longer report.
- A longer report can be overwhelming.
- To generate a shorter report, uncheck these boxes and do not include the activity history of each person.
- Choose a format for the report based on your tastes:
- PDF – This format provides a neat, easy to read report.
- Excel – This format has all the advantages of a spreadsheet.
- RTF – This format is a text file that can be used on nearly any device.
- Click Run Report.
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