Call reporting ... clients/employees

[DrRoebuck]

I'm revamping a PR company's workflow, turning what was once a scattered collection of Excel spreadsheets into an FM solution that will service their entire company.

One of the challenges along the way is that they're used to seeing things in a certain way (i.e. spreadsheets), so my goal has been to provide reporting that mimics those spreadsheets.

So far so good. Except with phone call reporting.

They have the following Excel chart:

Rows: clients

Columns: employees

Cells: number of calls to client per employee

I import the phone log data as basically a list of all the calls, with each call having a client and an employee. I've been able to take that data and generate call activity per client, and call activity per employee, but can't find a graceful way to replicate this Excel chart they're used to.

I've thought of one option, which is using a script to calculate/populate fields every time the report is generated, but what I've come up with doesn't seem scalable.

Thanks for any suggestions.

I'm hoping I'm overlooking the obvious.

[Ocean West]

I think you need a cross tab report here is an excellent technique.

http://edoshin.skeletonkey.com/2006/12/crosstab_report.html

[DrRoebuck]

I didn't see there was a reply to this. Thanks.

It looks like it may be similar to what I came up with. I'll check it out for sure.