Sansan

Viewing Reports

You can search and view Reports that have been created. The display format of the list can be toggled between "Company", "User", and "Report". Here we will explain the characteristics of the different display formats and how to search for them.

 

Characteristics of different display formats

Items displayed in all display formats

(Date) (Time) (Type) (Importance Flag) (Optionally set categories) (External attendees) (Department) (Title) (External Attendees [Department Title]) (Internal attendees) (Memo) (Completed by)
(Edit/Delete) [Setup Reminders] [Email]

 

By Company

-Here you can check Report information separated by the company contacted.
-This will be displayed by company, so if in one Report there are external attendees from multiple companies, separate records will be displayed.
For example, if in one contact report, Ms. A from Yonyon, Inc. and Mr. B from Gogo, Inc. are registered as external attendees, Ms. A will be displayed on the record for Yonyon, and Mr. B will be displayed on the record for Gogo.
-The "Edit" and "Delete" buttons will only be displayed on Reports that you yourself have registered.

 

By User

-Here you can check Report information separated by the user (person registering) the information.
-This will be displayed by user, so if multiple internal attendees are registered to one Report, separate records will be displayed.
For example, if in one Report, both Mr. C and Ms. D are registered as internal attendees, separate user records for Mr. C and Ms. D will be displayed .
-The "Edit" and "Delete" buttons will only be displayed on Reports that you yourself have registered.

 

By Report

-Here you can check Report information separated by the date of contact.
-The "Edit" and "Delete" buttons will only be displayed on contact reports that you yourself have registered.

 

1. From "Reports", click "List View".

 

2. Input the conditions, and then click on "Search".
The initial display will be "My data" for the search, and the Type will be set for "Meeting" "Tel" "Email". Please change these as necessary.