Taylor Reports in Customer Reach Outs

Customer Reach Outs and how they reflect Taylor Reports

The Customer Reach outsOuts Reportpage is used to showkeep track of any notifications that the customer hasreceived beenor notifiedwill receive. To reach the page, click on Reports on the side menu, then click on Constumer Reach Outs. Clicking on the 3 bars on the top left corner of anythe upcomingpage projects.will expand the side menu showing more detail and allowing for easier navigation. The informationpage can then be pulledfiltered upby bytDate settingRange, Notification Type or by toggling Show All to see all reach outs. The report is then generated with the date range and Notification Types. The following information then appears,columns, Account Number, Customer Name, Address, Notification Type, Wheatherwhether an emailEmail has been sent and when it was created.Created. ClickingThe generated report can then be exported into document format for easier printing and sharing. This can be done by clicking on the accountExport NumberCSV willbutton bring you toon the customerright side of the page ifright moreabove specificthe informationreport is need including any comments, Phone Number, etc.itself

The Following Taylor Reports can be seen in KozyOps Customer Reach Outs reports

• Service Call Back Report - Detailed