By the end of this guide, you will have:
Understood how to pull reports of agents - ie the actions that one of your compliance agents has taken. over a specified time period.
Prerequisites
Before starting this guide, please ensure that you have the following information:
- Log-in credentials to MirrorWeb Insight
- Details of the agent you’d like to pull the report for.
Steps
1. From the Insight dashboard (my.mirrorweb.com), navigate to the Communications module.
2. Click on Reporting
3. In the dropdown menu that appears, click on New.
4. Select Agent audit from the Report type
5. Select a date range. You will always be required to enter a date range, as an example, we have selected "previous month".
6. Select the Agent that the report should apply to.
7. Click on Next
8. A summary will display, with an auto-generated name. You can change this name by editing the Report name field. When you are happy with the report parameters, click on Create report.
9. When your report is ready to download, you will receive an email. Click on the Download Report button to retrieve your new report.
10. If you wish to download a report from the Insight web application at a later date, click on Download report.
11. You will be presented with download options, to either copy the URL download link or download directly as a CSV file. Choose your preferred option and download your report.