Example - Add a Report Task

Sales representatives must ensure that items returned for a preventable reason are not returned again for the same reason. You want to save a report of customer contact information associated with the excessive rate of return event that you defined. Sales representatives can use this information to contact the retailer, discuss how to prevent future returns, and then take the appropriate action.

You decide to add a report task that runs the sample report named Customer Contact. When the agent runs the report task, the value of the Retailer name data item for each event instance is passed to the report output.

By adding an email task, you can include additional information in the email message that you cannot include using the report task.

Steps

1. In the I want to area, click Add a task.

2. Click Run a report.

3. Specify the report that you want to run:

   • Click Public Folders, and click Go Sales (query).

   • Click Event Studio Samples.

   • Click Customer Contact Report and click OK.

4. Under Options, click Set.

5. Specify the run options that you want:

   • Select the Override the default values check box.

   • Under Formats, select the PDF check box and ensure that none of the other check boxes are selected.

   • Under Delivery, select the Save check box, and ensure that Save the report is selected.

   • Click OK.

6. Specify the prompt values that you want:

   • In the Method column, click Use an item.

   • In the Insertable Objects area, click the source tab  and expand Sales (query), Retailer.

   • Click Retailer name, and drag it to the Value box.

7. Save the agent .

The next step in the creating an agent tutorial is to change the task execution rules for the report task.