Ricochet360 Support

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Embedded tutorial/solution:

Here's an interactive tutorial

https://www.iorad.com/player/1754640/How-do-I-export-my-Vendor-Performance-Report-

Copy of text and screenshots from the tutorial/solution:

 1. To export your Vendor Performance Report, click Dashboard

2. Click Performance Dashboard

3. Proceed to run your report using the filters desired. 

4. For this example, we will look at leads created in the period of the last 7 days. Click Last 7 days from the dropdown menu.

5. Click Search

6. You may also want to toggle the "Only Show Leads Created in Time Frame" option to display different results.

Unchecking this box will show all leads with activity during the time period selected instead of just leads created in that time period.

7. Click Export and save the report file to your desired location on your computer.

The file type will export in a .CSV format.

Applicable User Seat Types

Admin

Galaxy

Booster

Applicable Permissions

Administrator

Branch Manager

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