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how do i see and manage my reports
How do I
see
and
manage
reports
in Endear?
You can access and create
reports
about users' performance through Endear's Insight module… Insights and
Reports
module of your account… Pinned:
Reports
that you have pinned for priority display
Why do I
see
reports
created by Endear?
Endear creates helpful
reports
on your behalf… Applies to: All (Users, Managers, & Admins) In your Insights page, you may notice a few
reports
with… Endear's logo - these are
reports
that already have the right filters and defaults to be of immediate
How do I adjust access or delete a
report
?
Control which members of your team can view certain
reports
or remove
reports
entirely… If you are on the Starter plan, all users can
see
all
reports
… How to change a
report's
user access
How do I
see
all my drafts?
Only you can
see
and send your drafts
What do customers
see
when I message them?
What do customers
see
when I message them?
How do I
see
my current subscription?
View your current subscription on your Billing page
How do I
manage
a customer's subscription?
Learn how to
manage
your customer's subscription to email and SMS marketing… Applies to: All Users (Users,
Managers
, & Admins) Benefits of
managing
subscriptions on Endear:… External vs Endear: For a given contact it can have a subscription status
managed by an
external app
How do I
see
a customer's order history?
You'll be able to
see
all orders a customer has made as well as related order info… Once in a customer's profile, you'll be able to
see
various information related to that customer… Click Purchases to
see
the customer's order history
How do I filter and adjust my
reports
' results?
Apply filters to your
reports
to adjust the information displayed displayed… Setting the interval (messaging
reports
only)… Grouping By (message
reports
only)
How do I
see
customers I'm Assigned to Endear?
apply the 'Created by' filter to your Customers list and select a user whose additions you want to
see
