Setting up reports

 

1. Click on Reports

 

2. You will now see a page with 4 tabs. 

  • Real Time Notification
  • Custom CSV
  • Companies by Channel
  • Companies by Search Term

 

3. To set up your Real Time Notifications, simply click on the drop down and select your name then press 'Assign'.

 

4. To download a custom CSV select the fields you would like to receive. Add your name in the drop down select a time and frequency. Then press 'Assign"

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