How To Run User Usage Reports For All Communities/Locations

How To Run User Usage Reports For All Communities/Locations

Corporate and Admin users can run reports to get important stats for the users at all communities/locations they have access to (standard users can run the report to see their own stats only).  The User Usage report can be used to identify users who are thriving and should be recognized, users who might need extra training or motivation to increase usage, to identify a current user list and provide your Client Success Specialist with who to remove or add, or to see how long it has been since each user has logged into SalesMail.  Here are the instructions to run the report:

1. Log into the SalesMail Desktop Portal at https://portal.mysalesmail.com 
2. Select the 'Reports' menu item on the left.  
3. Select the 'User Usage Report'.
4. Select a date option or custom date range from the drop down menu on the upper right.
5. The report will display, for each user, the following:
  1. client name
  2. full name
  3. opens
  4. views
  5. comments
  6. reactions
  7. clicks on Call To Action (CTA) button
  8. email
  9. job title
  10. last login date
  11. account status
Depending on display size/resolution, some of these columns may not be visible within the web page, but you can export the report to Excel to get all available columns and to do further filtering/sorting on the data.

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