The statistics never lie. Dive deep into your data by running reports on the Dashboard! Reports can give you enlightening information regarding your associate's performance and activity.
Tags by Associates report measures the number of times a tag has been added to client profiles by your associates. Each report is based around the tags created by your associates in the mobile app or Dashboard. To run a report on Tags by Associate, follow the steps below:
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Click on the Tags by Associate button located on the left side of your Dashboard.
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Select which store you want to extract the report from. You can also select All Stores if you want the statistics to be from each store you operate. Click Run Report.
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If you select a specific location, you can see which associates have added tags to clients who are assigned to the selected location(s). To see the total number of tags added by each of your associates, click on "All Locations".
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A table will generate directly below that displays all of your tags per associate. Click Download to save this chart to your computer.
And you're done! If you have any questions or concerns regarding Reports, contact our Customer Support Team at support@clientbook.com or (385) 352-3518.