Helios EFT Question - tanTALK

DWhite6872 · 06-14-2005, 07:29 PM

I swear I found this report...and now I cannot find it..I am looking for a report that tells me how much our EFT members upgrade? I use back office.

Andy · 06-19-2005, 09:09 AM

Dana, on the new Executive Dashboard report (from within Employee Averages) the second page reflects EFT new and changes ... is that what you are referring to.

DWhite6872 · 06-19-2005, 05:04 PM

I am trying to get a report that analyzes our EFT customers...how many visits, spending...I pulled it on SQL..but I thought there might be a way that I might be missing.

Andy · 06-20-2005, 07:58 AM

Closest thing is the second page of the Exec Dashboard ... but it does not report visits

DWhite6872 · 06-20-2005, 09:03 PM

when I pull up the exective dashboard it has 4 lines and no second page...?

Andy · 06-22-2005, 08:08 AM

It is possible that you are using a slightly older version of reports ... the current version is 2.2.63.

The Executive Dashboard on the latest version includes a second page giving continutity of the number of EFT Memberships

summrtan · 06-24-2005, 12:16 AM

Am I missing something? I've been using helios for 5 years and have no idea what Executive Dashboard is??

DWhite6872 · 06-24-2005, 06:53 AM

Do you use back office?

Andy · 06-24-2005, 08:43 AM

Lee ... the Executive Dashboard was added recently ... it is an option within Employee Averages ... creates a different format of a report by location with similar info to the Employee Averages report plus New Customers, and EFT info

summrtan · 06-24-2005, 11:38 AM

OIC, so it's on back office? I do not use it, is it on the 11.4.0 CD?

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06-14-2005, 07:29 PM	#1 (permalink)
DWhite6872 Waiting Confirmation Join Date: Apr 22 2004 Posts: 3,646 Rep Power: 0	I swear I found this report...and now I cannot find it..I am looking for a report that tells me how much our EFT members upgrade? I use back office.

06-19-2005, 09:09 AM	#2 (permalink)
Andy Join Date: Jan 25 2000 Location: CT Posts: 1,768 Rep Power: 25	Dana, on the new Executive Dashboard report (from within Employee Averages) the second page reflects EFT new and changes ... is that what you are referring to.

06-19-2005, 05:04 PM	#3 (permalink)
DWhite6872 Waiting Confirmation Join Date: Apr 22 2004 Posts: 3,646 Rep Power: 0	I am trying to get a report that analyzes our EFT customers...how many visits, spending...I pulled it on SQL..but I thought there might be a way that I might be missing.

06-20-2005, 07:58 AM	#4 (permalink)
Andy Join Date: Jan 25 2000 Location: CT Posts: 1,768 Rep Power: 25	Closest thing is the second page of the Exec Dashboard ... but it does not report visits

06-20-2005, 09:03 PM	#5 (permalink)
DWhite6872 Waiting Confirmation Join Date: Apr 22 2004 Posts: 3,646 Rep Power: 0	when I pull up the exective dashboard it has 4 lines and no second page...?

06-22-2005, 08:08 AM	#6 (permalink)
Andy Join Date: Jan 25 2000 Location: CT Posts: 1,768 Rep Power: 25	It is possible that you are using a slightly older version of reports ... the current version is 2.2.63. The Executive Dashboard on the latest version includes a second page giving continutity of the number of EFT Memberships

06-24-2005, 12:16 AM	#7 (permalink)
summrtan Join Date: Jun 13 2002 Location: N CAL Posts: 365 Rep Power: 22	Am I missing something? I've been using helios for 5 years and have no idea what Executive Dashboard is??

06-24-2005, 06:53 AM	#8 (permalink)
DWhite6872 Waiting Confirmation Join Date: Apr 22 2004 Posts: 3,646 Rep Power: 0	Do you use back office?

06-24-2005, 08:43 AM	#9 (permalink)
Andy Join Date: Jan 25 2000 Location: CT Posts: 1,768 Rep Power: 25	Lee ... the Executive Dashboard was added recently ... it is an option within Employee Averages ... creates a different format of a report by location with similar info to the Employee Averages report plus New Customers, and EFT info

06-24-2005, 11:38 AM	#10 (permalink)
summrtan Join Date: Jun 13 2002 Location: N CAL Posts: 365 Rep Power: 22	OIC, so it's on back office? I do not use it, is it on the 11.4.0 CD?

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