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This chapter describes the CMX Engage reports and various types of CMX Engage users.
The Report shows the details of the customer activities in the CMX Engage enabled locations. It also shows the customer data you could acquire so far using the CMX Engage. You can analyze the customer activities at various locations through the report to make the right business decisions.
The Reports window has the following sections:
To view the report, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Reports > Overview .
The Reports window appears. The report that appears represent the data from the time you have installed the CMX Engage.
Step 2 In the Filter by area, choose the locations for which you want to view the report.
Step 3 In the Date area, click the Edit icon, and specify the period for which you want to view the report.
The report for the specified locations and duration appears.
Step 5 To view a particular type of report, click the tab for that report.
For example, to view the customer acquisition report, click the Customer Acquisition tab.
Note You can access the Right Now section directly from the dashboard. To access the right now section directly from the dashboard, choose Reports > Right Now.
The Account Admin user can add other users for the CMX Engage, and grant the users the required admin rights. The users can be created for a particular location. The CMX Engage enables you to define the following types of users:
To add a CMX Engage user, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Team .
Step 3 In the Invite Users window, enter the following details:
a. In the Email Address field, enter the e-mail address of the user to add.
b. From the Privileges drop-down list, choose the access type to provide to this user.
Based on your selection, an additional field appears. The field is not displayed for Account Admin, and Portal designer.
c. Make necessary selection in the additional field as follows:
– If you choose Admin or Read Only Access, the Choose Location button appears. Select the locations for which you want to provide access.
– If you choose AccessCodeManager, the Choose Location button appears. elect the locations for which you want to provide access.
– If you choose Location Manager, the Location area appears where you have to specify the locations for which the location manager must have access rights.
Note The Invite User button is available only for the Account Admin users.
Note The AcessCode Manager option appears only if any experience zone exists for your CMX Engage account.