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
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).
