Reports - Sidebar

Written By Chris Louis (Super Administrator)

Updated at June 25th, 2020

Reports in the sidebar menu of the mobile app is where users can pull valuable data regarding Lilypad actions completed within the market. 


Running Reports

  1. Go to the sidebar menu of the mobile app via the hamburger menu in the top left corner of the social wall screen.
  2. Click on the Reports tab.
  3. Choose the report type to run:

Distributors  (AKA -  Market/Distributor Recap report)

  1. Click the Choose a Distributor button to select a specific Distributor to pull the report for.
  2. Click on one of the boxes to choose the time frame to run the report for. There is a Custom choice as well.
  3. Choose the format in which to review the report.
    • Excel - creates an excel spreadsheet that is e-mailed directly to the e-mail associated with the current user. 
      1. For this choice, select the specific Activities and Tasks to include.
    • Web - creates a Lilypad specific web-based format that can be shared with distributor reps via an open link, meaning they do not need to have a Lilypad login in order to view the report. 
      1. For this choice, there are two options. "Include only entries submitted by me" or "All entries regardless of user" under that distributor’s footprint in the selected time frame.
  4. Click Run at the bottom of the screen.

Account

  1. Choose a specific Account to run a report on.
  2. Choose the time frame to see the activity that was logged within the account.
  3. Choose the Activities/Tasks to include in the report.
  4. Click Run at the bottom of the screen.

Accounts visited

  1. Choose the time frame to view the Accounts that have been visited.
  2. Click Run at the bottom of the screen.

My Placements

  1. Choose the time frame to view all Placements made in the system at that point in time.
  2. Click Run at the bottom of the screen.

Activity/Task Report

  1. Choose the time frame to view specific Activities /Tasks that have been completed.
  2. Choose the specific Activities/Tasks to include in the report.
  3. Click Run at the bottom of the screen.


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