Viewing buyer group activity | DealCentre AI

Applies to: Deal Administrators
 

The Buyer Activity report lets 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.

Video - buyer group activity reporting 

Watch this tutorial for a walkthrough of how to generate and download a report to track buyer group activity in DealCentre AI. 

How to view and download the Buyer Activity report

1. Display the deal you want to work with.

   If you are viewing another deal, click the DealCentre AI icon in the upper left corner of the screen to display the deals list. Select the deal you want.

2. Click the Analytics icon on the left side of the screen.
3. Click Reports. The Standard Reports view should be displayed.
4. Next to Buyer Activity Report, click Select.
5. In the Select Groups field, select the groups for which you want to generate the report or select Select All. 
6. Click Create Report.
7. To create a one-off report, click One-Time Report. To create a recurring report, click Scheduled Report.
8. In the Report Name field, enter a name for the report.
9. In the Select a file format field, select whether to generate the file as a Microsoft Excel (.xlsx) file or as a CSV file.
10. For recurring reports, select whether to deliver the report daily, weekly or monthly, and select the time in UTC to deliver the report.
11. Click Create Report.
12. A message is displayed when the report is ready. Click Download in the message to download the report or, for scheduled reports, in the Actions column, click the download icon.

You can view previously generated one-time Buyer Activity reports by scrolling to the bottom of the Reports screen.

Download a scheduled report

Scheduled reports are available for download for 90 days.

1. Display the deal you want to work with.

   If you are viewing another deal, click the DealCentre AI icon in the upper left corner of the screen to display the deals list. Select the deal you want.

2. Click the Analytics icon on the left side of the screen.
3. Click Reports.
4. Click View Generated Reports.
5. To see only your reports, move the Show only my reports toggle to the right.
6. From the Actions column for the report you want to download, click the download icon .