Marketing - Survey List


The Survey List report displays the survey list based on selected filters.


Step     Action

  1.       Select {Reports} and then select {Survey List} under the Marketing

            section. A Generate Report modal window will open.

  2.      Complete the fields.


Field
Description
Start Date
Select a Start Date using the calendar.
End Date
Select an End Date using the calendar.

    

  3.     Select {Generate}.


          Note: You may need to confirm the file to be opened/saved before 

         proceeding, depending on your web browser. The file will open or be saved 

         to your computer depending on your web browser.

Report columns include:

  • Email
  • FirstName
  • LastName
  • Sales_Rep
  • City
  • State
  • Phone
  • TxnDate
  • AddressOne
  • Company
  • CustomerID
  • Fax
  • Title
  • Total_Sales_Price
  • TxnID
  • TxnDesc
  • TxnDescZipCode