Sansan

What Cards Analysis is

Cards Analysis is a function for visualizing the business cards processed by each user (holder) or from each company. Here we will show how to use this function.

 

Note
For checking the number of business cards processed, there are two ways, the way described here and the way of checking from the tablet PC. For the way described here, the following three types of cards will not be counted, so there may be some discrepancy between this number and the number from the tablet PC. If you would like to check the number of free scans you have left, please use the tablet PC.

Types of cards that will not be counted
-Business cards for which data entry is not yet finished
-Business cards that were deleted after they were registered
-When counting cards outside of My data, business cards that are private

 

How to do

1. From "Reports", select "Cards Analysis".

 

2. You can check number of cards processed by month or by day, counting "Number of Cards", "Number of Companies", and "Number of New Companies".

 

3. As necessary, set options.

 

Explanation of options

Count cards scanned by Sansan Scanner or Smartphone : With this you can include cards scanned by camera apps (including the Smartphone application, Smartphone web, and Sansan for mobile).
Summarize batch completion : With this you can include cards that were registered by data import(*).
Summarize newly created cards : With this you can include cards that were created by the user.
Include identified cards : With this you can include cards that have been processed as cards from the same person.

(*) By this is meant not the ones from "Admin Settings", then "Import Card Data", but cards imported by our company for a fee.