What can I learn from the Rep E-Vites by Company report?
Analyze E-Vite activity per company, as well as by the associated team members.
⚠️ This report is only available if your organization has multiple houses: Managing houses/vendors I work for) and if you have an Admin user type. Learn more about user roles here: Managing users and roles.
Rep E-Vites by Company is designed for organizations managing multiple companies, commonly referred to as "houses," or different vendors. This report provides a detailed view of E-Vite activity for these companies.
Company List
Each company appears as a collapsible section with its own widgets and table. These segments are sorted alphabetically, with the first 10 companies displayed initially.
Each company’s name, total E-Vites sent, and Fintech Customer ID are displayed on the segment’s row. Companies without data will appear grayed out at the bottom of the list in alphabetical order:
Filter which companies are shown in the list by using the Company dropdown at the top of the page. If you have more than 10 companies, select the Load More Companies button towards the bottom of the page to expand this list.
Company Report
Each company segment includes the following widgets that display E-Vite activity for team members within that company:
- Total Invites from All Team Members
- Registration Rate
- Top 5 Reps by Total Invites
- Team Member Activity Table
Refer to the Rep E-Vites article to better understand these widgets: Rep E-Vites Report.
💡 If a team member has access to and sends E-Vites from multiple companies within the organization, their E-Vite activity can appear in more than one company section.