The Interactions by Type - Grouped by Contact or Company displays the total interactions received by contact, or by company with subtotals for each contact at that company. This report provides insight into the contacts that submit the most questions, which can indicate an opportunity for training or a potential customer issue that requires intervention. When viewed by company, it provides insight into your most active clients and can be an indication of the cost associated with supporting that client. The contacts listed within the report can be clicked to open the history tab for that client.

 

Clicking the columns headings of the report can be used to sort in ascending or descending order.

 

Setup Required

There is no setup required. The report uses standard iService interaction information.

 

Parameter Selection

Select the segment, the time frame, and whether to group to Contact or Company.

 

Report Example

By Customer

 

By Company