Moving Around the Client Portal

WATCH AND LEARN - Introduction to the Client Area
This article is a basic introduction to the client portal which will explain what each of the tabs means and how the portal can be used. 1. Hom...
Thu, 13 Jun, 2019 at 1:50 PM
WATCH AND LEARN - How Do I Find a Mystery Shop?
This is an instruction guide on how to download a particular mystery shop from the client portal. 1. Once you have logged in, click the 'M...
Thu, 13 Jun, 2019 at 1:51 PM
WATCH AND LEARN - Introduction to Reporting: How Do I Run Reports?
The reporting feature available on our platform allows you to run detailed and in-depth reports on your mystery shops and audits. The reports break down the...
Thu, 13 Jun, 2019 at 1:52 PM
WATCH AND LEARN - How do I Access Receipts on the Proinsight Platform?
In some cases it may be important to access certain images on the client platform. This is a straightforward process which can be done by any user with a...
Thu, 13 Jun, 2019 at 1:53 PM
ARTICLE - How Do I Use The Filters On The Client Portal?
The filtering system within the client area can be used to find a mystery shop with ease or to filter which mystery shop data you would like to sample wh...
Mon, 18 Mar, 2019 at 11:18 AM
WATCH AND LEARN - Accessing the Net Promoter Score of Your Mystery Shops
This article contains a video which shows you how to access your Net Promoter Score from the Proinsight Portal.   1. Once you have logged into th...
Thu, 13 Jun, 2019 at 2:08 PM