What are the File Activity Overview and the File Activity Detailed Reports?

There are two reports that are generated by Hosted Files: the File Activity Overview Report and the File Activity Detailed Report. 

The File Activity Overview Report collects data from all of your Hosted Files and compares them against each other.

The File Activity Detailed Report is more granular and focuses on a single Hosted File and the Prospects who have downloaded it.

To view the File Activity Overview Report:

  1. Go to Reports. Select File Reports.
  2. Click File Activity Overview Report.
  3. Click Run Report.

The report will list each file, along with the number of unique views and total views. This is useful for comparing how each file is performing in comparison to other customer-facing files.

If you want to dig deeper into an individual file, you will need to run a File Activity Detailed Report.

To access a File Activity Detailed Report, you will need to click the unique or total views of the Hosted File you want to explore in further detail.

To view a File Activity Detailed Report:

  1. After running a File Activity Overview Report, find the Hosted File you want to review.
  2. Click the Total Views or Unique Views.
  3. Click Run Report.

The report, by default, contains the following columns:

  • Visitor ID
  • Prospect Name
  • Email
  • Organization
  • Score
  • Total Views
  • Last Viewed

This report is designed to track how individual Prospects are interacting with the file. This should help users gauge how interested a Prospect is in doing business with you.

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