Accessing Scan Results
- All scans are accessed by clicking the "Manage Results" using the split button for the corresponding scan type from the left menu.
- NOTE: You will only see the scans for the currently selected client (or Prospects), when selecting manage results for that scan type.
- NOTE: You will only see the scans for the currently selected client (or Prospects), when selecting manage results for that scan type.
- This opens the corresponding scan management dashboard for that scan type, listing all scans for the selected client.
- Click "View" to access detailed results and populate the Results Dashboard for a given scan or the Green Excel Icon to generate excel reports directly from this dashboard.
- To delete a scan, click the delete symbol. Note that this action cannot be undone.
Results Dashboard
- The Results Dashboard is the intended to quickly provide information about a scan.
- For Prospector Scans - a full online report can be reviewed without having to download Excel results, users can click on "View All Data" just below the Generate Reports button. This will bring up an online, interactive report where all results can be viewed.
- To generate client facing reports, users can click on "Generate Client Reports" from the scan dashboard.
- Note: if under the Prospecting Account client details are entered per report. If under a client account, client details are gathered from the client profile setup during client creation.
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