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"

Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk