The support manager at Universal Containers wants to measure first-call resolution by
channel, agent, and calendar month.
Which reporting solution should the consultant recommend?
A. Create a report using Grouping
B. Create a reporting snapshot.
C. Create a joined report.
C. Create a joined report.
Explanation:
The requirement is to measure first-call resolution (FCR) by channel, agent, and calendar month, which involves combining data from multiple sources (e.g., Cases, Agents, and possibly other related objects). Here’s why a joined report is the best solution:
Joined Report Capabilities:
Allows combining data from multiple report types (e.g., Cases + Agents + Channels) in a single report.
Supports side-by-side comparison of related datasets with different groupings (e.g., Cases by Channel, Cases by Agent, and Cases by Month).
Enables cross-object filtering (e.g., filter Cases resolved on first contact, then group by Agent and Channel).
Why Not the Other Options? A) Grouping in a standard report:
Standard reports allow grouping, but only within a single report type (e.g., Cases grouped by Channel OR Agent OR Month, but not all three simultaneously in a meaningful way).
Does not support combining data from different objects effectively.
B) Reporting Snapshot:
Used for historical data capture (e.g., storing metrics at a point in time).
Does not provide real-time analysis or multi-dimensional grouping.
Reference:
Salesforce Help:
Joined Reports Best Practice: Joined reports are ideal when comparing different datasets (e.g., Cases + Agents) in a single view.
Final Recommendation: C) Create a joined report to analyze FCR across multiple dimensions (Channel, Agent, Month).