Proinsight

Moving Around the Client Portal 8

• WATCH AND LEARN - Introduction to the Client Area
• WATCH AND LEARN - How Do I Find a Mystery Shop?
• WATCH AND LEARN - Introduction to Reporting: How Do I Run Reports?
• WATCH AND LEARN - How do I Access Receipts on the Proinsight Platform?
• ARTICLE - How Do I Use The Filters On The Client Portal?

View all 8

Logging in and using the Analytics App 1

• WATCH AND LEARN - How Do I Log in and Use the Proinsight Client Analytics App?

The Reports We Recommend 3

• ARTICLE - The League Table
• The Section Breakdown
• ARTCLE - The Question Overview

Auditing 4

• ARTICLE - How Do I Create An Audit?
• WATCH AND LEARN - How Do I Download the App and Login?
• WATCH AND LEARN - How Do I Complete App Setup?
• WATCH AND LEARN - How Do I Complete & Submit Audits?

Action Planning 2

• ARTICLE - How Do I Find and Complete an Action Plan?
• ARTICLE - How Do I Sign Off an Action Plan?