IMAGINE Travel Ltd. Rewards Instruction Manual

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Navigate to Foundation > Analytics > View Dashboards
The dashboards page opens
You can switch from one dashboard to another using the drop down Switch To Dashboard
In order to drill down to view more information click on a piece on a chart. On mouse over on a piece you can also see the % and the exact volume

Note: For more information on Dashboards click on the link below:
https://discover.crm.com/display/V4Manual/Dashboards

6. How to generate a report for Rewards

Navigate to Foundation > Analytics > Run Reports
Select a report to generate from the reports list i.e “Rewards Participants Balance”
Enter the criteria to filter your report results
Define the fields to be displayed
Define the group by fields
Click on the format of the report to be generated (CSV, HTML, PDF, WORD)
The report is being generated according to the selected format
If you would like to schedule the report to be automatically sent via Email then click on Schedule and define the scheduling settings of your choice

Note: For more information on Reports click on the link below:
https://discover.crm.com/display/V4Manual/Reports

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