Skip to end of banner
Go to start of banner

Flyer History Report

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

Version 1 Current »

Description

The Flyer History Report shows which flyers have been downloaded, when, and by whom. This can be used to understand activity or for compliance. The report can be exported and includes a link in the .csv that opens a copy of the downloaded report.

How to View the Flyer History Report

  1. Click the inSight in the main menu bar.

  2. Select Flyer History Report from inSight dropdown menu.

  3. Enter the report parameters in the Download Date, Branch, and Team/Agent fields.

  4. Click Run Report.

  5. The Flyer History Report opens.

  • Click Excel Export to export a copy of the report in an Excel file.

  • Clikc the URL in the Link column to export a .csv file.

  • No labels