Download Report(s)
- From the Company Portal select Reports
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Scroll down past your on-demand reporting
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Select DOWNLOAD REPORT
- Select which report you would like to download which will be emailed to you in a .csv file
- Downloads - Will download all files
- Leads
- Chats
- Visitors
Related Articles
Create a Call Report
Call Reporting can be used to maintain an overview of the current status of your Calls. Generate custom reports on Submissions Received, Submission Field Distributions, Review Score Distribution and much more. With each generated report you will have ...Import Submission(s) as Session(s)
From the desired event navigate to Sessions Select the Import icon Select Import Submissions as Sessions Select the desired call by typing in the name of the call then select from the drop down menu Select which submissions to import by selecting All ...Bulk Email Submitter(s)
As an Administrator, you can easily communicate with some or all submitters with the Message Submitters function, on a per-call basis. Go to Calls, and select the desired call Click Submissions from the top bar From the submission list view, select a ...Email Submitter(s)
As an Administrator, you can communicate by sending an email to only the submitters/Authors/Co-Authors of a specific submission. Navigate to the Call holding the submission you would like to email Click View on the submission you would like to email ...Add Co-Author(s)
Adding a Co-author to your Submission allows you to tag another user that may have contributed to your Submission. This can save you and the other author duplication work by completing one Submission on behalf of all author(s). Select ADD CO-AUTHOR ...