Cint Exchange reports dashboard

The reports dashboard can be found by clicking reports on the left-hand-side navigation bar.

By default, a list of all the reports you have generated within the last 90 days display.

From here, you can download the displayed reports, filter the list, or generate a new report.

Generate a report

To generate a report:

1. Navigate to the reports dashboard.

2. Click generate report in the top-right-hand corner.

   

3. Choose the account.

   If you only belong to one account or only have project manager permissions, this field will be pre-populated.

4. Select one of the reports:

   • Completes

   • Reconciliation statuses

   • Reconciliation eligible RIDS

   • Sample bought

   • Respondent analysis

   • Termination details

5. Choose from an account, business, project or target group level.

6. Complete any other required fields. These will vary depending on the report type selected.

7. Click add email to send the report to additional users.

8. Click email report to generate the report. You will receive the report via email and be able to access it via the reports dashboard once generated.

Download a report

To download a previously generated report, hover over the relevant row which contains your report to bring up a three-dot menu on the right-hand side of the screen. A download button displays and you will be able to download the report directly to your computer.

Filter

Yes, you can use the filter option to quickly and easily find the relevant reports.

1. Click on filter at the top of the dashboard.

   

2. Choose from the report type, level, and status report filters.

3. Click apply filters. The relevant reports will be then shown.