• Get the template from here on a Tuesday, make a copy and change the report name to Client services weekly report and then the date i.e 24.11.21 and then share it with Fiona:



(New) Client Services Weekly Report Template


https://drive.google.com/drive/u/0/folders/1_BNKs_Eywxer5Yo27FVBAZ8Mnv79rhK_



  • Get the statistics spreadsheet to populate here:


https://docs.google.com/spreadsheets/d/18gCXPNHqbHBgqSblN-0X19-FBtG1Kn4Emafo3RORyfE/edit?usp=sharing



  • To generate the weekly ticket statistics watch this video


https://watch.screencastify.com/v/oNDHffFEbc4ThXRO8Nnu



  • To generate the weekly telephone statistics watch these videos


https://watch.screencastify.com/v/7zud14aCQPMKcDBHuGyX



  • To generate the monthly telephone statistics watch this video (Austin -Ignore this bit) 


https://watch.screencastify.com/v/x7FJMRZUcXlhK195vHhO



Training sessions completed 



Check the calendar for any training sessions for last week and the week ahead and add them to the table


https://calendar.google.com/calendar/u/0/r?tab=rc



Agent

Contact

Trained by 

Training type











GRATIS Open Client Support Cases 



To get this data you do this:



https://watch.screencastify.com/v/YlBeApimugEamHZiBi7J


Tickets escalated to development


Leave this part

TVD data in the charts at the end


Fiona will fill those in.


When the report is complete 


To share the report with the directors please watch this video


https://drive.google.com/file/d/1Ucizmjjkgw9qv7QhDIJU1MbPLiVuhNsA/view