Request report – portatour® Help Center

Upon request, portatour® compiles a report including your current schedule, a tabular summary of your call reports and a statistical analysis of the call-related customer data of your sales territory. The report is delivered via email or displayed for you as a webpage. For details on content and structure see Description of the content and Application check.

You can access your portatour® Report at the following places:

Options > Request report
Schedule > More > Export > portatour® Report
Reports > More > Request portatour® Report
Administrators and supervisors: Users > Click on the user name > Request report

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Go to Request as and select between the options Email and Webpage. Your email address is automatically preset. Alternatively, you can manually enter a different recipient. Continue with Request. The report will then automatically be displayed as a website or you will see a confirmation as soon as the server has forwarded the report to the email address. Please be patient - this may take several seconds to complete.

Note: Daily or weekly automatic dispatch of the portatour® Report is also possible. Under Options > Reporting, enter the desired email address (see Reporting) .

Note for administrators: If you would like to receive the portatour® Reports of all users automatically, go to Options > Reporting in the Workspace Organization and enter your email address there (see Reporting).