Data Explorer – presentation searches

Information about the presentations used in contacts or meetings can be searched in Data Explorer, i.e. show me all the meeting s where this presentation was used

Open Data Explorer and click the either Contacts or Meetings button to start the session.

In the Your Contacts/Your Meetings 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 presentation 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