Data Explorer – presentation searches
Data Explorer is accessed from either the large button on the home page
from My Data on the menu bar
Open Data Explorer and click the Contacts icon
In the Your Contacts box click the OK button to start the search
A new section called Presentations has been added to the search box which contains three searches:
Presentation Duration: Searches the contact list where a presentation was used for a period of time. The options allow you to search for the presentation by name, or to use % as a wild-card search term.
Presentation Name: Searches the contact list where a particular presentation was used. Enter the presentation name or use % as a wild-card search term to return all contacts where a presentation was used.
Presentation Version: Searches the contact list where a particular version of a presenation was used. Enter the presentation name and the version reference. This search is useful if you make changes to the materials and want to compare usage rates between the different versions.
Add additional searches as required, i.e.
To find your own contacts, or just those made by a single user, add a further search from the All section: Recorded By (Active Emps)
To limit the search to contacts made during a particular time frame, add a further search from the All section: Date Range
To obtain a list of customers that received the presentations, add a search from the Convert section: Convert To Customers