Reporting & Administration

Access Management

• What is the difference between a User Account and a Profile?

Roles

• What does the 'Historic Data Report' show me?
• Why is the report emailed to me?

Smart Lists

• Downloading a report from the Smart Lists
• How to access, create and manage Saved Views within the Smart Lists
• How to change the columns displayed on Smart Lists
• Sending an email or creating a campaign subscriber group from Smart Lists
• Using filters within Smart Lists

Managing Members

• Blocking and unblocking a member from your organization

Bulk Uploads

• Completing a Bulk Upload
• How does the bulk upload feature work?
• Why has my bulk upload errored?

Advanced Filters (Legacy)

• How to save a report from advanced filters
• Using the 'Advanced Filter' tool to send emails
• What types of filters can be used in the 'Advanced Filters'?

Transfers

• How do I use the Transfer feature?