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