Dealer Tip: Five Quick Steps to Create Custom Reports

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Dealer Tip: Five Quick Steps to Create Custom Reports

Create Custom Activity Reports on Our Dealer Portal

Easily generate custom reports about your subscriber base and stay informed about their activity. These reports are simple to set up and can be created to run automatically.

Follow these simple steps below to begin:

1. Sign into portal.affiliated.com and click the ‘Report’ tab

2. Select ‘Event History’

3. Indicate the Account Range

4. Specify the report time frame and event types you would like included

5. Click ‘Request Report’ to run it now or ‘Schedule Report’ to create a recurring emailed report.

Click here to get started or call the Account Management team today at 800-296-9000 to learn more about creating custom reports.