The workbenches combine navigation forms, critical numbers, and DataViews to present information. Manager workbenches are accessible by managers, and regular workbenches are available to all users. The regular workbenches use the DataView style to present information.
With workbenches, managers can create reports quickly based on real-time performance.
The top section of each manager workbench includes buttons to launch navigation forms, critical numbers, and top ten lists. The lower section of each manager workbench is a DataView.
Use the navigation forms to learn about the processes related to the workbench you are viewing.
Each manager workbench includes a top ten list of pertinent information. These lists enable a manager to view data without writing queries or running reports. Use the radio buttons to populate the list with different information.
Each manager workbench uses DataViews to show information. The DataView section provides a means to filter, group, and summarize data into a format for easier data analysis. As with the top ten lists, use the radio buttons to repopulate the DataView. You can print DataViews, export them to PDF, or export to Excel. For more information on DataViews, see About DataViews.
Using the Customer Service Manager Workbench
Using the Inventory Manager Workbench
Using the Service Manager Workbench