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IQ Report - Journals for Candidate in Date Range

Journals for Candidate in Date Range (IQ Report)

Overview

This report will list Phone, Email or SMS Journals for a particular candidate between specified dates.  It will list the User, Date, Subject and Body Text.
NOTE: This report only works for Journalling v2 - older Journal systems would need a different report.

Tip: You can tell the type of  Journal system in use by looking at the Journal Entry screen which pops-up when raising  a journal.  

See the bottom of this article for example of Journal v1 vs Journal v2


Screenshot

Notes/Special Features

NOTE: This report only works for Journalling v2 - older Journal systems would need a different report.
The report will prompt for a Date range, and a candidate UNIQUE ID (This can be found on the 'Misc' page of the candidate record)
The output includes the text from the 'Body' of the Journal.

Installation

The report can be installed on Influence Professional systems from version 1.00.14.109 or later by downloading the report attached to this article, then Dragging/dropping the report onto the [I Query] workbench within the [Admin] section of the system. For more information about installing IQ Reports, please Click Here

 

How to Determine if your system uses Journals V1 or V2?

If your system looks like THIS when raising a journal you are using Journals V2

 

If Journal entry screens look like this you have the older Journals V1.

IX_JNLFORCAN.IQX

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  1. Graeme Orchard

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