Generates a list of download transactions for a selected time period. The report includes the date/time, download name, user who performed the download, company the download was for, and the download type. You can also filter the list based on the company the download was for, the product associated with the download, and the download […]
Customer Sales Report
Creates a list of orders. Company name To run the report for a specific company, specify the company name. Either type the name of the company, or click the find icon to search for and select a company. You may also specify partial criteria (for example, type A% to include all companies whose names begin […]
Customer Purchase Activity Summary Report (by Product Family)
##General Criteria## Program To only include orders placed under a specific program, in the Program dropdown, select the program. Contract # To only include orders placed under a specific contract, specify the contract number. Either type the number in the field, or click the find icon to search for and select the contract. You may […]
Coordinator Assignment Report (Logged-in User’s Company)
Generates a list of coordinator assignments for a selected user from your company. You must provide the email address of the user for which to generate the report. Each entry includes the user’s name and contact information, the type of coordinator, and the group information.
Coordinator Assignment Report (Logged-in User)
Generates a list of your coordinator assignments. Each entry includes your name and contact information, the type of coordinator, and the group information.
Coordinator Assignment Report (Any User)
Generates a list of coordinator assignments for a selected user from any company. You must provide the email address of the user for which to generate the report. Each entry includes the user’s name and contact information, the type of coordinator, and the group information.