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 'My...
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
ARTICLE - How can I appeal a mystery shop?
  Once logged into the portal, head over to ‘Mystery Shop Explorer’ to find the mystery shop you would like to appeal. Once you have clicked onto the myste...
Mon, 9 Oct, 2023 at 9:50 AM
ARTICLE - How can I check the status of my appeal?
To check the progress of your appeal, head over to the ‘Appeals Dashboard’.  Here you will be able to track the status of your appeals.  If you have a...
Mon, 9 Oct, 2023 at 9:53 AM