Up Board Reports

Originally written by John Hardwick, last updated Sept 05, 2023, on the Swan Retail knowledge base (FRS).

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These reports relate to the Up Board (white board) system, which controls the allocation of prospects to a salesperson, whether operating with a store receptionist or not.

CDCs Pending Completion (1208 onwards)

This report shows outstanding customer actions as a result of the Up Board system.

Designer Performance Summary (1208 onwards)

This report shows outstanding customer actions as a result of the Up Board system.

UPS Activity Log (1208 onwards)

This report produces a log of activities within a specified date range.

UPS Completed Events (1208 onwards)

This report produces a log of aged completed activities.

UPS Designer Log (1208 onwards)

This report lists designer sign in / out’s to the up board.

UPS Event Status (1208 onwards)

This report lists events assigned to designer and displays the status of each.

UPS Pending Events (1208 onwards)

This report lists outstanding events.

UPS Whiteboard Location (1208 onwards)

This report lists outstanding events.