Skip to main content

Advice and answers from the Endear Team

Search results for: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… Created by Me: All of the reports that you have built and saved
How do I see and analyze all my appointments?
Learn about how you can view upcoming and past appointments so you both plan for the future and maintain a record… The Appointments dashboard is a place where you can view and assess all of your appointments… Utilize the features below to get a deeper understanding of how customers are using appointments
How do I filter and adjust my reports' results?
Apply filters to your reports to adjust the information displayed displayed… to see how message volume changes… Click the desired filter from the menu on the right Check out a video of how to apply filters and
How do I see all my drafts?
Only you can see and send your drafts
Why do I see reports created by Endear?
Endear creates helpful reports on your behalf… Endear's logo - these are reports that already have the right filters and defaults to be of immediate… At any point, you can pin, edit access, or delete reports we build for you and your team by clicking
How do I see my current subscription?
View your current subscription on your Billing page
How do I adjust what details I see in my report's table?
Customize the columns in your reports to display only the information that matters to you… Applies To: All (Users, Managers & Admins) Add or remove columns to change which details you see… To add a column, check the box next to the data type you want to see
How do I manage a customer's subscription?
Learn how to manage your customer's subscription to email and SMS marketing… Bulk Editing Subscriptions and Suppressing Contacts… When can I resubscribe a customer?
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… How to view a customer's order history… Once in a customer's profile, you'll be able to see various information related to that customer
How do I export data from reports?
Applies to: Admins From within Insights, you are able to export your report results and save it as… only available at the professional subscription level Solution Overview: Set the filters and… Set the filters and time periods for the report whose data you want to export 2