Applies to: Advisors
The Buyer Activity let you quickly see a snapshot of buyer group activity. It captures key buyer actions that reflect the buyers' engagement with the deal. Onetime reports show data from deal launch to the date the report was generated. For recurring reports, you can select the frequency of the report.
How to view and download the Buyer Activity report
- From the Analytics menu, select Reports.
- If no report exists, click Generate Buyer Activity Report, otherwise, click View.
- In the Select Groups field, select the groups for which you want to generate the report or select Select All.
- Click Create.
- To create a onetime report, click Report. To create a recurring report, click Recurring Report.
- In the Report Name field, enter a name for the report.
- In the Select a file format field, select whether to generate the file as a Microsoft Excel file or as a CSV file.
- For recurring reports, select whether to deliver the report daily, weekly or monthly, and select the time in UTC to deliver the report.
- Click Create Report.
- A message is displayed when the report is ready. Click Download in the message to download the report, or in the Actions column, click the download icon.
Download a report
Scheduled reports are available for download for 90 days.
- To see only your reports, move the Show only my reports toggle to the right.
- From the Analytics menu, select Reports.
- For a onetime report, click Standard Reports. For a recurring report, click Scheduled Reports.
- From the Actions column of the report you want to download, click the download icon.