This article is intended for users who’d like to run Reports and/or Customer Lists in the Partner Companies Interface. This includes Spektrix users and users outside of the organization granted access to retrieve select Reports and/or Customer Lists.
If you’re looking to set up Collect Report Users and set up the Reports and Customer Lists they can run, read the articles in the Sharing Data with Third Parties section of the Support Centre.
How to navigate to the Partner Companies Interface
The Partner Companies Interface is a stand-alone interface that can only be navigated through their URL and can't be accessed from other interfaces.
You can find your Partner Companies Interface by updating the following URL with the organization’s client name:
https://system.spektrix.com/yourclientname/client/partner-companies
If you're not sure what the client name is, you can easily find it by logging into Spektrix and looking at the address bar at the top of your browser window:
If you’re unable to find or access the URL, reach out your organization’s contact or administration.
How to log into the Partner Companies Interface
The Partner Companies Interface URL will take you to a login page where you can enter your Username and password:
If you are unsure of your username and password, contact your organization’s contact or administration.
Once logged in the Partner Companies Interface will open to the Reports screen:
How to run Reports or Customer Lists from the Partners Companies Interface
You can navigate to Reports by clicking Reports or to Customer Lists by clicking Customer Lists at the top right corner of the screen. Each screen will look similar:
You’ll see any Reports or Customer Lists made available to you listed by:
- Name of the Report
- File Format
If multiple Reports or Customer Lists are available, they’ll be sorted alphabetically by Name. You can click the arrow next to Name to toggle between sorting alphabetically and reverse alphabetical.
If you cannot find the Report or Customer List you’d like to run, it may not have been assigned to you. In this case, contact someone with Insights & Mailings interface access.
To run a Report or Customer List:
- Find the Report or Customer List to download
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Click the Run button and the file will run immediately
TIP: You cannot change the run settings of the Report or Customer List. For Reports, this includes the dates of the Report, the Event data, how data appears in the file, financial value calculations, etc. For Customer Lists, this includes the segments and criteria used, the output columns, the file format, etc. For updates, contact the person who assigned you the report.
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Once complete, the file can be downloaded by clicking the link on the top right corner:
- The file will be downloaded to the downloads folder on your computer
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Open the file to read the Report or Customer List
TIP: Make sure you have the programs and applications needed to read the file, for example, Microsoft Excel, Microsoft Word or a PDF reader.
If a Report or Customer List cannot be generated, it will appear with an empty circle:
If you have any questions about the output, contact the person who assigned you the report.
How to log out of the Partner Companies Interface
To log out of the Partner Companies Interface, hover over the user icon on the top right corner, and from the dropdown menu, select Sign out:
How to change your password
To change your password, hover over the user icon on the top right corner, and from the dropdown menu, select Change password:
You’ll see the Edit Password pop-up:
Enter and confirm a new password. Your password must be at least 15 characters long.
Click Update Password. Click Cancel to discard any changes.
How to unlock your account
If you’ve been locked out of your account for too many login attempts, contact the person who assigned you your account. They can unlock your account, and if needed, reset your password.
How to change your user account settings
To change your user account settings, hover over the user icon on the top right corner, and from the dropdown menu, select Edit User Settings:
TIP: If you are a Collect Report User who only has access to the Partner Companies Interface, some user settings don’t apply. For example, the default interface, user event search results and user basket confirm behavior.
For more information, read How to update your User Settings in Spektrix.