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Generate Account-Level Reports

You can export a range of customized reports:

  • Client Usage: Review a report summarizing the activities of all users.  Use this report to determine if users are inactive.
  • Match Statistics Report: Output a summary of all prospects who meet specific search criteria (for example, find the number of Exact matches for prospects living in CA who have a gift capacity rating <$2,500).
  • Export All Data: Search for a specific set of prospects and export all data, from each source, for every selected prospect. Use this report to do an in-depth search (for example, to find prospects who will be able to exercise stock options before the end of the year, or to find all properties in a state).

Reports are exported to .txt files, which are emailed to you.

  1. Click the navigation bar (top of screen) to go to the Generate Insights page.
    Admin reports are available at the bottom of the screen:
  2. Export Data
  3. Select a report and any criteria:
    • Click Client Usage Report.
    • Enter search criteria, then click Match Statistics Report.
    • Enter search criteria, then click Export All Data.
  4. Click Process Report
    An email will be sent when the report is complete.  A Download Report button will appear on the Explore Prospects page when the report is available.  The report is available for a single download and will remain available for three days.

Users Guide

Download the Users Guide (pdf)   

Questions? Need support?

Call 866.378.8540 or email

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