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How to view your company’s activity

1. Navigate to “Reporting” page for a company overview

The simplest way to do this is from the main dashboard (the first screen when you log in). You simply need to click “Reporting” (1) in the section of the same name. You can also access this selecting “Reporting” (2) from the left-hand side menu.

2. Set dates for reporting

Here you will see an overview of your company’s activity. By default, this screen will show graphs for the past week.

To change this to show a different time period, you can do this by either selecting a preset time period from the drop-down menu (1) or entering specific dates into the start and end date fields (2). To do this, you just need to click the calendar icon, click on the date you want and click “Done”.

If you want to export this data to Microsoft Excel, you just need to select “Export” (3). A pop-up message will inform you that your export is in progress. Once it is complete and ready to view, you will receive an email. You are able to download the report, click on the messages icon (4) at the top of the page and select the file.

3. Navigate to “Ecard usage breakdown” for more detail

To see more detail of ecard usage by department and username, you will need to select “Ecard usage breakdown” from the dashboard (1) or the left-hand menu (2). On the dashboard, this can also be found in the “Reporting” section.

4. Set dates for reporting

This will show ecards sent per department and per username, along with the reasons selected for each ecard.

Once again, you can edit the time period by either selecting a preset time period from the drop-down menu or entering specific dates into the start and end date fields (1). 

If you want to export this data to Microsoft Excel, select “Export all” (2). A pop-up message will inform you that your export is in progress. Once it is complete and ready to view, you will receive an email. You are able to download the report, click on the messages icon (3) at the top of the page and select the file. 

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