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How do I pull all data for an agent over a specified time period?

By the end of this guide, you will have: Understood how to pull reports of agents - ie the actions that one of your compliance agents has ...

E
Written by Evie Lynch
Updated this week

By the end of this guide, you will have:

Understood how to pull reports of agents - ie the actions that one of your compliance agents has taken. over a specified time period.

Prerequisites

Before starting this guide, please ensure that you have the following information:

  • Log-in credentials to MirrorWeb Insight

  • Details of the agent you’d like to pull the report for.

Steps

1. From the Insight dashboard (my.mirrorweb.com), navigate to the Communications module.

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2. Click on Reporting

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3. In the dropdown menu that appears, click on New.

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4. Select Agent audit from the Report type

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5. Select a date range. You will always be required to enter a date range, as an example, we have selected "previous month".

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6. Select the Agent that the report should apply to.

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7. Click on Next

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8. A summary will display, with an auto-generated name. You can change this name by editing the Report name field. When you are happy with the report parameters, click on Create report.

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9. When your report is ready to download, you will receive an email. Click on the Download Report button to retrieve your new report.

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10. If you wish to download a report from the Insight web application at a later date, click on Download report.

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11. You will be presented with download options, to either copy the URL download link or download directly as a CSV file. Choose your preferred option and download your report.

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