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iService User Guide

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Reports

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iService Business Intelligence provides insight into your marketing, sales, and service operations. It consists of over 40 reports that provide summary and detailed information about various aspects of your iService installation. This user guide provide a description of the various reports and explains the metrics and insight you can gain from each of them.

The reports are built using Microsoft SQL Server Reporting Services (SSRS), an included component with the Microsoft SQL Server database. The reports are ready to run as is, and the source files are available for editing and customization if you have in-house staff with expertise in SSRS .

 

You will access reports differently depending upon whether you are using iService on-Demand (hosted by One-to-One Service.com) or on-premise. If iService is hosted by one-to-one service.com, you will access your reports at https://reports.iServiceCRM.com/reports. You will be prompted for a user name and password which should be provided by your company's iService administrator. This login is not the same as your iService login, because users of reports are often different than agents that log into iService.

 

tog_plus        Using Microsoft SSRS Report Manager

 

tog_plus        On-Premise Users

 

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