CDCs Pending Completion (1208 onwards)

Originally written by John Hardwick, last updated Feb 02, 2026, on the Swan Retail knowledge base (FRS).

Part of: Up Board Reports

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

A red background indicates an open action, green is used when the event is open and within expected response times.

Selection Criteria

Run time choices, user selectable.

• Restricted Trading Location(s)

• Salesperson

• Date Range

• Group By

  • Designer / Location

Print Sequence

As indicated by blue numbered squares in the report example.

1 Salesperson or Location

2 Location or Salesperson

3 Customer ID

Report Totals

As indicated by yellow numbered squares in the report example.

• There are none

Printed Fields

Fields printed on the report.

• Salesperson

• Location

• Customer ID

• Customer’s Full Name

• Address

• Action Due Date

• UPs contact Due Date

• Contact Status

Attachments (1)

image-20230905-151318.png
38.7 KB