Reports Tab

The Reports tab will show all of the reports that your Clozd consultant has created for your organization. This article walks you through how to navigate the Reports tab and access your organization's reports.

This article contains the following sections: 

• Overview
• Specific Report
• Templates
• Automated Reports

Overview

The Reports tab is a directory of all historical win-loss reports that have been created for your company by your Clozd consultant. These reports may include survey results or summary reports of your company’s win-loss program. Simply click on the row to open the webpage or document. Your consultant will add to this page as more reports are completed so you always have a quick and easy way to access historical reports and findings. 

To view a report, click on the name of the report or anywhere on the row.

Specific Report

Your Clozd consultant will use the information gathered from published interviews to show their findings. Each report will be created and tailored by your consultant to match the needs of your organization. Due to this high level of customization, reports can show a variety of data and differ from organization to organization.

Examples of what these reports can potentially include:

Automated Reports

To see an example of a report, download the "Report Example" PDF attached below. 

Questions?

For additional questions about the Reports tab, please contact support@clozd.com.