The Koncert - Parking Lot report provides you with the information about the records that were parked according to the Parking Lot rules during the selected date range.

1. Either you can choose the product(s) for which the report is to be retrieved or can leave the Product field 'blank' to retrieve the report for all the products you licensed. Reports associated with the selected product along with generic reports will appear under the Report Type dropdown.

NOTE: When the product field is left blank, only Generic reports will appear under Report Type.

2. Select the report type ‘Koncert - Parking Lot’ and the required Date Range from the respective fields. By default, the Users field will be displayed with your name (logged-in user name).

NOTE: The Start Date and End Date fields will be enabled only when ‘Custom’ is selected from the Date Range field. Also, the Teams dropdown will only be enabled for Managers to select. Users associated with the team(s) selected will be listed under the Users dropdown.

3. Click on the Run Report button to retrieve the report.

NOTE: The manager can select and view the report for their team members.

4. Click and view the Bar Chart below the grid.

Below are the default columns and their descriptions from the report:

• Account Name – Prospect’s company name.

• Contact Name – Name of the prospect.

• CRM ID – If integrated with a CRM, you will see the CRM ID. If it is a CSV file, Koncert will assign a CRM ID.

• Date – Date and time when the record was parked.

• Parking Lot Rule – Parking Lot Rule according to which the records were parked.

• Phone Number – Prospect’s contact number.

• Phone Type – Phone column used to connect with the prospect e.g. Direct Phone or Phone, etc.

• Title – Prospect’s Title.

• Talker Name – Name of the Talker/Sales Rep.

NOTE:

• You can customize and choose the columns for each report by clicking the Customize button and can move the desired columns from the Available Columns pane to the Selected Columns pane. Refer to the article How do I customize and view reports? for detailed information.

• Managers can schedule and send the reports automatically to the selected users for a selected period, either in excel or CSV format. Refer to the article Schedule and send Reports for detailed information.

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.