Analogous to the portatour® Report for individual users (see Description of the content and Application check), there is also a portatour® Report for administrators and supervisors for the entire company or per user group.
To retrieve the organization-wide report:
- Click on Users > Request portatour® Report
- In the Workspace Organization, click on Options > Request report
To request the report for a user group:
- Click on Users > Change to the respective user group > Request portatour® Report
- Workspace of the user group > Request portatour® Report
You will find the same statistical figures as in the user report (see Description of the content). However, the values of the affected users are summed up or calculated as averages.
Those sections that are user-specific - e.g. a specific schedule, call reports or overdue customers - are not available in the company or user group report. For detailed analyses, continue to use the portatour® Report for the respective user, which you can also request directly in the user list by clicking on the user >Request report (see also Request report).
Application check in the organization-wide or user group report
portatour® uses the application check to automatically examine up to 35 criteria regarding data quality, scheduling parameters, territory characteristics and usage. As a result of the application check you obtain an examination report, including detailed information about which criteria have been met and where improvements are recommended (see Application check).
Click a row to learn which user is affected, which specific problem has been identified, what its effects are and how you can solve it.
Intensity of usage as table
To be able to assess the usage of portatour® in your team at a glance, you see the Intensity of usage as table at the beginning of the application check:
- Green are users who meet all of the following criteria:
- Recent login (within the last 7 days)
- Current schedule (last day in schedule must not be older than the day the portatour® Report is pulled)
- Click on Called now within the last 7 days .
- Last call report within the last 7 days .
- Yellow are users who meet at least one of the criteria.
- Red are users who do not meet any of the criteria.
Click on Hide table to only show the color bar.
Click on a user name to directly send an email to the respective user, e.g. to make an appointment for a meeting about portatour®.