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Advice and answers from the Endear Team

Search results for:how do i see previous pulse 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 see my current subscription?
Your Billing page will give you an itemized breakdown of your subscription as well as a recap of previous
How do I see all my drafts?
Only you can see and send your drafts
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… professional subscription level Solution Overview: Set the filters and time periods for the report… Set the filters and time periods for the report whose data you want to export 2
How do I see customers I'm Assigned to Endear?
How to view customer additions from other teammates… apply the 'Created by' filter to your Customers list and select a user whose additions you want to see… Learn how to apply filters here
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… Setting the interval (messaging reports only)
How do I see what message prompted a sale?
See what message prompted a sale from your Sales module under Insights… After reviewing the information, click the date under Sent At to see the actual message that prompted
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… Utilize the features below to get a deeper understanding of how customers are using appointments