View Trackers by Memo Type Volume

These steps explain how to print a report of trackers to identify the amount of conversations saved under each memo type.

1. Launch Tool #664 Print Member Trackers.

2. Leave the fields for Member account base range blank.

3. Input a Conversation date range (or leave blank).

4. Input the Tracker type.

5. Leave the Memo type blank.

6. For the Type of Employee to select below field, select Conversation created by.

7. Leave the Employee IDs blank (or input IDs as needed).

   • If you input employee IDs, only conversations created by those employees will be included on the report.

8. For Tracker selection, choose Both.

9. Check the box for Print summary page only and uncheck the box for Print conversation detail.

10. Use Enter. This will create the report showing a summary of the memo codes used by all employees, along with the number of memo codes used by each employee ID specified.

Learn More

Learn more about printing member trackers.