The use of this report may be used to show all follow ups that are overdue at a certain point in time, and that may require completion or removal etc.
Step-by-step guide
Go to the reporting module and select the Follow Up Work Flow report, and select preview.
- Select the stages that you wish to include in the report: i.e. ONLY jobs in administration stage
- Select the region/division you wish to show in the report
- Select field criteria
Add the following field criteria from CRM → follow up, and input the following as per images:
Essentially what that will give is all follow ups in admin stage, with a follow up date less than or equal to today (the day of report generation), and the follow up complete date is empty, therefore overdue.
After these criteria have been added, you can select OK to generate the report.