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CPR Tutorials PDF Print E-mail

Starting January 2007, CCN introduced a new sales and additional work order reporting tool. This new online application – Contractor Performance Reporting or CPR – combines and enhances features of the old Weekly Sales Reporting and Additional Work Order Contest.

This new application has better reporting capabilities and because of it,  we plan to eliminate the report distributed now in Excel. You will be able to view all statistics in real time. To make the transition as easy as possible, we prepared several screencasts. Please familiarize yourself with them by clicking on the bold titles below.

Contractor Performance Reporting screencasts:

  • Login and change your password and user details. For security reasons you should change a password that was e-mailed to you when your account was setup.
  • Create new users for your company. The CCN administrator will setup only one account per company. This person will have Sales Manager and Production Manager access rights. (If you wish to change who this person is, please contact CCN at This e-mail address is being protected from spam bots, you need JavaScript enabled to view it or call 610.642.9505.) This Manager can create additional users as needed. Your company can have several Sales Managers and Production Managers. To assign several access rights, use the CTRL button on a keyboard when making a selection. To exclude a person from reports, do not assign him/her any Sales or Production Category.
  • Create new lead. A lead has to be created to report any event such as Measure Call, Sale, Additional Work Order, etc. but the lead is created only once and multiple events are added to it. Since this is a sequence of events, the reported data will be more accurate.
  • Add new event. To report weekly sales and additional work orders, you just report a new event and select the type: Measure Call, Order, Additional Work Order etc. If needed you can have multiple events of the same type – for example two measure calls – and events can be edited and deleted.
  • Reports. We revised how reports are sorted and now they default by category (descending order) and dollars sold (descending). You can use filters to see just your category and select a different time period. Click on the column heading to sort by this criteria, click on this column again to sort in reverse order. Report sorting order is remembered – try for example Company, Category and see the description of the sorting order at the top of the report. Click reset to remove sorting order.
  • Quick Access Menu. You can customize this menu to quickly access areas of the application that you will use the most. If you have any questions regarding this application please contact our office.

To report application problems or feature requests please go to the TOOLS menu in the CPR program and select CONTACT US or contact our office.

 

 

 
 
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