HeyBuddy Reports Overview (Salesforce CRM)

Avatar

By Julie Levering

updated 3 months ago

1.     SB Decks Presented

    

Decks Presented Usage


Summary: Basic presentation usage information by Presentation with Time Spent support



2.     SB Presentation Count by User per Day

    

Presentation Count by User per Day (All Time)


Summary: Presentation usage counts by User and Day for all time; meant to be filtered for desired results



3.     SB Presentation Usage by User per Day


Presentation Usage by User per Day (All Time)


Summary: Presentation Time Spent by User and Day for all time; to be filtered for desired range



4.     SB Presentation Usage by User Week

SB Presentation Usage by User Month

SB Presentation Usage by User Year


Presentation Usage by User (Current Week, Month, and Year)


Summary: Presentation Time Spent by User and Day for the applicable period



5.     SBP Last Synced Report

    

SalesBuddy Pro Users Last Synced Date


Summary: Name, Username, Last Time HeyBuddy was Synced, and Last Login


6.     SBP Presentation Created

    

SalesBuddy Pro Presentation When Created Grouped by User


Summary: Presentation specific information including when Published, Title, Size (MB), How many times downloaded, Versions, Last Downloaded, and if Archived.



7.     SBP Presentation Detail

    

SalesBuddy Pro Presentation Details


Summary: Similar to previous except by Presentation; includes Content ID and sans Versions



8.     SBP Time Spent Summary Report

    

SalesBuddy Pro Reports


Summary: Time Spent Summary by Content and Month



9.     SBP Usage Summary Report

    

SalesBuddy Pro Usage Summary (Per Month)


Summary: Count Summary by Content and Month



10.     SBP Usage/Time Summary Report

    

Summary: Combined Count and Time Spent Summary by Content and Month



11.     SBP User Usage Summary Report

    

SalesBuddy Pro Usage Summary (Per Month and User)


Summary: Count Summary by Content, User, and Month; designed to be filtered for desired results



12.     Note

    

Reports that utilize/calculate time and counts are based on utilizing the Save As feature in HeyBuddy


Did this answer your question?