Home → NewPanda → Administrative Features for Corporate Partners → Entity Functions & Reports
16.7. Entity Functions & Reports
Updated 05.02.18
The Entity Functions feature allows you to ceate special reports associated with your firm, region or office location, depending on your access level.
Select the Admin link from your NewPanda tool set in the upper right portion of the screen, beneath your name. When the Admin page opens, you can filter for specific users, locations or package types.
If your permissions are such that you have administrative access to a region or the entire corporation, use the Entity Tree, User Profile, and/or Package Type section to specify the range of information you'd like in your summary report. For example, if you'd like to view activity for a particular location, use the Entity Tree section to choose your location:
If you'd like to view activity for a specific user, enter some or all of the individual's First and/or Last name in the User Profile section, then click Search for Users. Activate the Inactive Users field if you want to include inactivated records for the location(s) you're searching for.
The Package Type section is not used by most NewPanda partners; leave "All" selected.
Once you've selected your filter criteria, the Entity Functions link will allow you to update the Name, Address, Phone numbers, Time Zone for the specific LOCATION you have selected.
The Entity Reports link will allow you to generate User-based or Office-based reports, depending on the criteria you've used.
*Note: When running user-based reports, users with no activity in the specified period will not be shown.
- Contacts New: All Users provides data on contacts added by user for the location selected over the past 12 months, by month and totaled.
- Contacts New: Office Level provides data on contacts added by office for the location selected over the past 12 months, by month and totaled.
- eGreetings: All Users provides data on non Newsletter messages by user for the location selected over the past 12 months, by month and totaled.
- eGreetings: Office Level provides data on non Newsletter messages by office for the location selected over the past 12 months, by month and totaled.
- Hotline reports are used by our enterprise level partners that participate in NewPanda Mobile Hotlines features.
- Listings Active: All Users provides data on the number of listings by user for the location selected over the past 12 months, by month and totaled.
- Listings Active: Office Level provides data on the number of listings by office for the location selected over the past 12 months, by month and totaled.
- Logins: All Users provides data on the number of logins by user for the location selected over the past 12 months, by month and totaled.
- Logins: Office Level provides data on the number of logins by office for the location selected over the past 12 months, by month and totaled.
- Newsletters: All Users provides data on Newsletter messages by user for the location selected over the past 12 months, by month and totaled.
- Newsletters: Office Level provides data on Newsletter messages by office for the location selected over the past 12 months, by month and totaled.
- Summary Report: All Users provides information on active individual users, contacts, logins, and messages sent by category for the location selected over the past 12 months, by month and totaled.
- Summary Report: Office Level provides information on active users, contacts, logins, and messages sent by office, by category for the location selected over the past 12 months, by month and totaled.