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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 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
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)