CS Comments Export

CS Comments Export

Info
Module: Reports
Path: Reports > Customer Service Reports > CS Comments Export 
Topic: CS Comments Export
Version(s):  5.1 and up
Editions: All

What Is 

CS Comments Export is an export of comments found on the Customer Record.

Making The Connection

Where Will I See This Within OLX?

This report will correlate to the CS Activities section on the Customer Record.

What Imports/Exports Relate to Return Report?

  1. At this time there are no imports/exports related to the report

Setup

You'll notice this specific report is formatted uniquely. The report will open as the following popup:

  1. Date selection
    1. can be set manually by typing in the mm/dd/yyyy OR
    2. calendar can be used to select dates
  2. add 
    1. will display popup for that particular filter and allow you to make additional selections
      2. Left menu 'excludes", keeps items from being displayed
      3. Right menu "includes", will only display items that match criteria displayed
      4. to make selection
        1. Highlight the selection from the Exclude these items list 
          1. Click the  right single arrow to move it to the Include these items list
          2. To move all of the selections from Exclude these items to Include these items click the  right double arrows 
        2. To select multiple options,
          1. Click on the first record desired
          2. Press and hold the CTRL button on your keyboard while selecting additional records
          3. Click the  right single arrow to move to the Include these items list
        3. To move columns back to Exclude these items from Include these items list, repeat the steps above and click the
          1.  single left arrow to move one or highlighted only item(s)
          2.   left double arrows to move all
  3. clear  will clear all selections made
  4. Export  this will export to a .txt file
  5. Export To CSV With Addr Info  will export to a .csv file
  6. Exit  will close the popup

Report Definitions

Using Calendar Icon to Set Date(s) is a good article to review when running reports manually or scheduling for automation.

Filters

Filter
Definition


Order Date or Comment Date:
  1. orders placed in the date range
    1. example if you run a report for month of Feb
      1. potentially you could have an order placed in Feb and a new item added in March.
      2. The March item will show on this report because the order date does not have a dependency on the line item addition
  2. comment created in the date range
    1. example if you run a report for month of Feb
      1. potentially you could have a comment created in Feb on an order created any time in the past up to the date of the comment.
The name of the product offer
  1. add - will display a popup list of Product Codes that can be selected
    1. Save - will save the selected options to the filter
    2. Cancel - will close the popup without saving selected options
  2. clear - will clear the selected
The product group of the items on the order
  1. add - will display a popup list of Product Codes that can be selected
    1. Save - will save the selected options to the filter
    2. Cancel - will close the popup without saving selected options
  2. clear - will clear the selected
The activity type associated to the comment
  1. add - will display a popup list of Product Codes that can be selected
    1. Save - will save the selected options to the filter
    2. Cancel - will close the popup without saving selected options
  2. clear - will clear the selected
The employee who created the comment
  1. add - will display a popup list of Product Codes that can be selected
    1. Save - will save the selected options to the filter
    2. Cancel - will close the popup without saving selected options
  2. clear - will clear the selected

Column Definitions

Column
Definition
The order date of the order
  1. txt
  2. csv
The order ID
The web order number
  1. txt
  2. csv

The employee who placed the order
The employee who placed the order
mm/dd/yyyy hh:mm:ss event was triggered
The employee who created the comment
The employee who created the comment
CS Activity Codes selected when activity was created or system activity code if system created
  1. txt
  2. csv
agent notated when activity was created or system assigned if system created
The product group of the items on the order
  1. txt
  2. csv
The name of the product offer
position item is currently in regarding system processes
  1. txt
  2. csv
Customer Record > Continuity Information tab
date subscription placed on hold
Customer Record > Continuity Information tab
stop all future shipments for a subscription
Customer Record > Continuity Information tab
  1. txt
  2. csv
Customer Record > Continuity Information tab
Sequential value of number of orders created for specific sequence

  1. txt
  2. csv
Customer Record > Continuity Information tab
Sequential value of number of orders created for specific sequence

Customer Record > Continuity Information tab
Customer Record > Customer Information tab
Customer Record > Customer Information tab
Customer Record > Customer Demographics tab
Customer Record > Customer Information tab
Customer Record > Customer Information tab
Customer Record > Customer Information tab
Order Detail Record > Customer Information tab
Order Detail Record > Customer Information tab
  1. CSV
Order Detail Record > Customer Information tab
Order Detail Record > Customer Information tab
Order Detail Record > Customer Information tab
Order Detail Record > Customer Information tab




Copyright 2019
Revised 1.12.2026





    • Related Articles

    • CS Activity Codes

      Module: Company Data Path: Company > Company > CS Activity Topic: Customer Service Activity Codes Version(s): Version 5.1 and up Editions: All Editions What Are CS Activity Codes? Customer Service Activity Codes are custom codes to help organize ...

    • CS Event Lookup

      Module: Customer Service Path: Customer Service > Customer Service > CS Event Lookup Topic: CS Event Lookup Version(s): Version 5.1 and up Editions: All Editions What Is CS Event Lookup Use CS Event Lookup to find a customer based on CS Event ...

    • Add New CS Event

      Module: Customer Detail Screen Topic: Add New CS Event Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center What Are CS Events CS Events are records of transactions and activities relating to the customer and their data. Making ...

    • Export Archive

      Module: Export Archive Topic: Module Overview Version(s): Version 5.1 and up  Editions: Standard, Commerce, Call Center Navigate to Processing>Import/Export>Export Archives. The Export Archives page contains a list of all exports you have run and has ...

    • CS Performance Report Definitions

      This report is for OLX calls placed on a source with a call type of 'Customer Service'. For an RMA or Instant Credit item to be reported on the item has to be tied to the CS call. This happens automatically when the call entry window is open while ...