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General CMS Prospecting Reporting
Generalized All-In-One Reports - Finance and CRM

Below are a number of shots from the CMS Dynamic Reporting System. In the first, a user has requested the 'Financial' view, by 'Case','Analyst' and 'Year Case Filed', excluding rows without grouping data (No Nulls). In Figure 2, the same screen displaying a 'Caller productivity/commision' report by caller. All this aggregate data is returned in seconds.

Fig. 1 CMS Financial Reports

 

Fig. 2 CMS Caller productivity (same screen, re-configured)

 

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