Determine how many Cards a specific user has sent during a specific date range.
Select a Property
If you have access to more than one property, select a property from the drop-down menu. This step is unnecessary if you have access to only one property.
Select Reports
Select Reports.
Select By User
Select Card, then By User from the list of reports.
Select an option from the username drop-down list. Enter start and end dates your desired date range. Select Submit.
Sample Report
Note
If you have Admin permissions, you are able to create reports on behalf of your staff members.
To continue learning how to create a Proposal view the articles below -
- Card Reports - count by user report
- Card Reports - count by date range report
- Card Reports - count by year report
- Card Reports - count per client report
- Card Reports - count to date report
- Proposal Reports - count to date report
- Proposal Reports - count per client report
- Proposal Reports - export and refresh reports
- Proposal Reports - count by date range report
- Proposal Reports - count by user report
- Proposal Reports - client summary report
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