View and analyze E-Vite activity amongst all team members.
⚠️ Viewing Reports requires an Admin user type. Learn more about user roles here: Managing users and roles.
Rep E-Vites displays E-Vite activity for all team members across the organization. It helps identify top performers and how invites to retailers are progressing through the E-Vite statuses.
💡 Read about E-Vite statuses here: Sending E-Vites.
Report Widgets and Table Information
Total Invites from All Team Members
The Total Invites from All Team Members widget shows the number of E-Vites sent by your team, organized by invitation status. Hover over each bar or view the numbers on the right side of the chart to see invitation counts.
Select Download PNG in the top right corner of the chart to save the view as an image to your device:
💡 The numbers shown along the bottom of the chart represent total invites, displayed in increments of 100.
Registration Rate
The Registration Rate pie chart shows the percentage of invited accounts that have been sent an E-Vite or have registered with Fintech.
- Invited includes E-Vites that currently have an Invited and Invite to Expire status.
- Registered / In Progress includes E-Vites with a current Registered, In Progress, Live, or Processed status.
- The percentage is calculated by dividing the E-Vites in the Registered/In Progress status by the combined total of E-Vites with an Invited and Registered/In Progress status.
Select Download PNG to save an image of the chart to your device:
Top 5 Reps by Total Invites
Top 5 Reps by Total Invites ranks the top five team members by total E-Vites sent. Each bar is segmented by invite status.
Each team member’s name appears on the left side of the bars, and their total invite count is shown on the right. Hover over their bar to see how many of their E-Vites fall under a specific invitation status:
To view all team member activity across the organization, select View All in the top right corner of the chart. Team members who have not sent E-Vites will be listed towards the bottom of the chart and in alphabetical order by first name. From here, save a PNG file to your device by clicking the download icon:
Team Member Table Overview
Located below the widgets, a table displaying all invite data per team member is available to view and filter. The number of team members using E-Vite can be seen above the table (Total Team Member).
The table is automatically sorted by Total Invites, meaning that the user who has sent the most E-Vites will appear in the first row, second most in the second row, and so forth.
The columns detail each team member’s information and activity, including:
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Team Member - name of team member
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Email - team member’s email address
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Date Joined - the date a team member joined E-Vite
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Designation - the job title assigned to a team member in E-Vite
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User Role – the role that determines a member’s E-Vite permissions
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User Status – a status indicating whether a team member uses E-Vite
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Total Invites – the total number of E-Vites each team member has sent, including those with Invited, Registered/In Progress, Processed, and Live statuses.
💡 Learn about E-Vite statuses here: Invitation statuses.
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The remaining columns represent the various E-Vite statuses, with each column displaying the count of E-Vites a user has sent that currently fall under the status noted in the column header.
Click Download CSV to save all data in the table as a file to your device. You can also filter the table, then save the filtered version as a file – read more below in Table Filtering.
Table Filtering
⚠️ These filters do not apply to the widgets above the table.
The filters above the table can be used to limit the data shown. Narrow down the table results by the company a team member sent an E-Vite from (Companies), by Team Member, or when the E-Vite was sent (Invited Date):
⚠️ The Companies filter only appears if your organization has multiple houses: Managing houses/vendors I work for.
💡 Use the Rep E-Vites by Company report to view activity for each of your organization's houses through widgets and a user activity table: Rep E-Vites by Company report.
Select More Filters to further organize the table by the job role assigned to team members (Designation). From here, you can apply the chosen filters to all future logins by toggling Save as default filter. To return all filters to their original settings, click Reset All Filters:
Towards the right end of the table, add or remove columns using the ellipses:
💡 Whichever column is chosen to sort the table cannot be removed. For example, the default column is Total Invites which cannot be selected.
Use the pagination controls at the bottom of the table to adjust the number of rows being displayed in the table, or to view the next set of rows:
