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Team Statistics
To add the email section Team Statistics to the digest email, follow the steps below. This will provide an overview of the number of cases that are currently open, overdue or have been closed within target for specific case types for a team or department.
- Click on the Add a section
- Choose the Team Statistics section and click on the + Add This Section button.
The Team Statistics email section will be added in a draft format and will not be included in the digest email until the details have been saved. - A list of fields will now be available. Select as required.
Field Description Title Enter in a title for the section that will be displayed at the top of the email section. Description Optional: enter in a description that will be sent with the data to help explain the information to the recipient. Show cases for Choose which team you would like to show cases for by highlighting the radio dial next to:
· Teams the recipient is a member of
· Specific teams
If you choose to report on a specific team, then the Show cases for teams field becomes available. Use the drop down arrow to select one or more teams to report on.Show case types Choose which case type you would like to include in the report by highlighting the radio dial next to:
· All
· Specific types
If you choose to report on specific types, then the Case types to include field becomes available. Use the drop down arrow to select one or more case types to report on. - Once the Team Statistics section has been chosen and the relevant filters set, click on the Save section
Once the section has been added, a number of options become available.If you would like to… Then… Edit the section details Click on the Edit Preview the section information Click on the Preview Delete the section Click on the Delete Move the section to a different position on the email Click on the Move up or Move down
NOTE Click on the + Add Section button to add the Correspondent Type Case List details, Standard Line Changes details or Team Case List details.