How to export hyTours reports using hyIQ

How to export hyTours reports using hyIQ

Tutorial

In this tutorial, you will learn how to export different hyTours reports using hyIQ.

Steps

You can follow these steps to export the different types of dashboards and export the reports

Step 1.

Under your Sub-org, go to hyIQ



Step 2.

Click on 'hyMail' on the top left to view other tabs on the left, click on 'hyTours'



Step 3.

Hover on to the particular report you need to access and then click on 'View Report'



Step 3A - Tour Activity Dashboard

You will have to select the date range for which you will need the report exported, after selecting the date range whether it is Custom, This Year, and etc, click on 'Go'



Step 3B - Tour Cohort Dashboard

You will have to select the date range for which you will need the report exported, after selecting the date range whether it is Custom, This Year, and etc, click on 'Go'



Step 3C - Tour Contact List Report

  1. You will have to select the preferences i.e. Medium and Source using 'Select Preferences'
  2. Then you need to select the type of contacts using the 'Scheduled Contacts' dropdown.
  3. Finally, you will then have to select the date range for which you will need the report exported, after selecting the date range whether it is Custom, This Year, and etc.
After setting the three, Click on 'Go'




Step 4.

Click on the three vertical dots, to view options and click the Export as CSV or Export as PDF, whichever is desired as per the user




Step 5.

A - If you click on Export as PDF, it will open a page where you will have to click 'Download' to obtain the report as a PDF



B - If you click on Export as CSV, it will open a pop-up where you will have to enter the email address to which you want to obtain the report, then click on 'Download'



You will receive an email with the link 'Download File', on clicking this a ZIP file will be downloaded!





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