I have been using PD for a while now and have generally found it to be useful. However, one thing which I really need and is currently unavailable is the ability to have a report or dashboard which indicates engagement levels (phone calls and emails) at different points in time. Particularly right now, with many of our customers not at work due to COVID (we are B2B), we need to be able to indicate how engagement levels have been affected.
What I need to report to my funders is:
Organisation's label = B
In January 2020: x emails and y calls
In September 2020: z email and a calls
I have been doing lots of fiddling around to try and gather this data but with no luck. I have also enlisted the help of a PD support officer; however, we have come to the conclusion that this is not something that can currently be done.
Does anyone have any suggestions? Or is this report/dashboard facility something you would find useful too?