Suggested column headers – you can remove or add anything you need but I feel this is all I needed in the SM and RSD role.

 

 

Contact Settings:

 

Name = Something to help you identify what you are sorting and the data you want to see

User = Must be all CAPS

Any Dates = Set as greater than the start of each quarter (1/1/2026) with the exception of Open Contacts. Leave at 1/1/2025 in case there are follow up actions needed for last year.

 

Open Visits (12-085)

 

 

 

 

 

 

 

 

 

 

 

Example:

 

 

 

Closed Visits (12-085)

 

 

 

 

 

 

 

 

 

 

 

Closed Visits (12-088)

 

 

Open Contacts

 

Suggested Column Headers

 

 

 

 

 

NPS Callbacks