How to use the agent app usage report

Agent App usage report (Excel File template)

How to use the agent app usage report (video)

This excel file has 3 sheets,

1. Active agents

2.  Exported from ERP

3. Report

 a) In the Active agents' sheet, there are two sections, the first section is the section you enter the information yourself, but the second section has formulas and you can not change anything in it.

When you add a new agent, you can only fill the first section and the second one will be auto-filled. In the second part, the only thing that can be changed is the text e.g # of customers signed up last month.

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There are 3 scenarios in this case,

1. if the number of active agents is the same number as this on the sheet, you won't have to delete rows

2. If the number of active agents is less than the one in this sheet, you will have to delete a few rows

3. If the number of active agents is more than the number on this sheet, you will have to add a few rows and the second section of the formulas will auto-fill.

b) The second sheet which is called exported from ERP has only 3 columns and here is how to export data from the ERP.

Go to ERP > CRM > Applications > Advanced search and then select customers in specific ranges of signup dates that you want, also remember to select unlimited so that when you check the boxes all the customers will be selected. You then click on more and then export

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When you click on export, it prompts an interface where you select the export type, in this case, Export all data should be the better option, and on the fields to export, you select the filter called created_version. when you select this, it shows the columns it’s going to have, in this case, it’s Sales Agent Code, Customer ID, and Created Version which is all we need. then after that, you click on Export To File.

After you click on Export To File, The exported file will look like this; We then copy it and paste in our Exported From ERP Sheet.

c) On the third sheet, there are two scenarios, on regions, same as on shops.

1. You might have a number of regions and shops that are greater than the ones we have in this template, then you will need to add rows. Inserting rows in the middle of the table would be better for the sake of design and formulas.

2. You may have the number of regions and shops that are less than the ones we have in this template, then you will need to delete rows. Deleting rows in the middle of the table would be better for the sake of design and formulas.

There are also three filters on the top left corner that you can play around with, the first two depend on the combination you want to visualize. The third one was created just in case you want to exclude some agents in the report based on when they got the device.

When the last filter is not empty, it means that we are looking at the agents who have been given the devices before the indicated month, but when it’s blank, it means that we are looking at all agents regardless of the month they received the devices.