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On this page:
- Why should reports be checked after an event?
- How do I make sure all required fields are filled out?
- How do I view the transferred reports in the dashboard?
- How do I check and correct a single report?
- How do I check reports with multiple contacts?
- What should I pay attention to during the quality check?
- How do I export and filter reports?
Why should reports be checked after an event?
Check the reports before handing them over so that only valid contact data reaches your CRM.
After any event, all exported reports are collected in the snapAddy Dashboard. snapAddy recommends checking the data there and correcting it if necessary before passing the leads to your marketing or sales team. This way you ensure that the leads you pass on contain valid contact details and high-quality data.
How do I make sure all required fields are filled out?
Define required fields in advance in the VisitReport settings so that missing entries are caught during capture.
In the snapAddy VisitReport app you can configure fields as required. This enforces that important entries are completed already during lead capture.
👉🏽 snapAddy VisitReport settings: https://app.snapaddy.com/visitreport/settings
Tip: For detailed instructions, see "How can I configure the mandatory contact fields for the VisitReport app?"
How do I view the transferred reports in the dashboard?
Log in to the dashboard, open VisitReport, choose the event and open the Reports section.
To view and check the reports you need certain permissions. These are assigned to your account by your organisation admin during the invitation. After confirming your account, follow these steps:
- Log in via https://app.snapaddy.com: enter your e-mail address and click Next.
- Click the VisitReport tab or Open VisitReport.
- In the Events section, open the desired event. An event status is shown as Live, Draft or Master.
- In the left navigation, click Reports. Under Completed you see all transferred reports, under In progress the ones still open.
The overview shows every report with every field. To check a report, click in the respective row. All records can be sorted and filtered by various criteria.
How do I check and correct a single report?
Open the report, compare the data with the business-card photo, correct it if needed and then mark the lead as checked.
Any lead can be compared to the business card, checked and corrected if needed. By clicking the Report button you can view the entire questionnaire and its answers. The arrows < > let you quickly switch between reports.
After checking a lead, mark it as checked via Check to raise the data quality of the final export. You can release an already checked contact for editing again via Mark as not checked.
How do I check reports with multiple contacts?
In a grouped report, select the individual contacts from the dropdown and check each lead separately.
If several leads were not recorded separately, they appear grouped into one report in the dashboard. Using the dropdown at the top of the report, you select the individual contacts and can check each lead one by one.
What should I pay attention to during the quality check?
Make sure required fields are complete, spelling is correct and the format matches what your CRM expects.
Which problems occur frequently during data collection?
- No complete first or last name
- No valid e-mail address
- Scan error or no business card present
- Manual input with typos
Which requirements apply to the quality check?
- Make sure all required fields from your CRM or marketing tool are filled out.
- Pay attention to upper and lower case.
- Pay attention to the format (e.g. @ and domain in the e-mail address).
- Pay attention to the country format (e.g. if your CRM expects an ISO code).
How do I export and filter reports?
Select one or more reports and choose Export; the overview can additionally be filtered by status.
How do I export reports?
- Export single reports: mark the report, then choose Export.
- Bulk export: mark the desired reports, then choose Export.
- Download: as Excel, PDF or vCard format.
- Export subsequently: mark the desired reports, then choose Export.
How do I filter reports?
- checked / not checked
- exported / not exported
Tip: For detailed instructions, see "How do I use filters in the Reports Dashboard?"
Which questions commonly come up next?
Can I edit or correct reports from the VisitReport app on desktop or in the dashboard?
Yes. With the appropriate permissions, open the event, click Reports in the left navigation, select the report from the table and edit it in the detail view. Read the full guide
Where can I find the analytics of the exported reports?
Analytics on reports and single questions are generated automatically. You find them in the opened event via the Analytics button and can export the data, e.g. as PDF. Read the full guide
How do I filter the analytics in the VisitReport Dashboard?
The filter offers the categories date & creator, contact data and questionnaire. Use "Add filter" to narrow down the evaluated data. Read the full guide
If you have more questions, feel free to contact our support under support@snapaddy.com or your Customer Success Manager.