Note: The following article’s target audience is portatour® administrators and supervisors with company accounts (2 or more users).
With today’s update, the familiar portatour® Report can now be issued not just for individual users, but also consolidated for the entire organization, as well as for user groups.
To get such a Report, in the portatour® Options, in the lower pane, under Organization, click “Request Report”. To get Reports for a given user group, click “User Management”, log into the desired user group, scroll down to the bottom and click “Request portatour® Report”. (Note: user groups are available as of 10 licenses).
In the Report, you will find the key statistics you are already familiar with from the Report of an individual user, with the key difference that the values of the consolidated users are either summed up or calculated as averages.
Notes:
- With this update, the application check is integrated in the company report or user group report.
- Those sections that are user-specific, e.g. a specific schedule, call reports or overdue customers, are not available in the company or user group Report. For detailed analyses, continue to use the portatour® Report for the respective users, which you can also request directly under User Management.
- The (automatic) sending of the new consolidated Reports by e-mail is not yet supported.