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 all my templates?

Learn how to create templates. 1. Click on Inbox 2. Click on Templates 3

How do I see all my drafts?

Only you can see and send your drafts

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 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 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 see the performance of our Campaigns?

How to track the usage of Campaigns… How to track the performance of Campaigns… 3. Click on View Report

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 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