Saves Status Change Update (Soon to be others!)
This article provides detail on the March 14th, 2023 MemberView update made to the "Saves" section within the Saves, Opportunities, Testimonials, and Social Media report. Other sections of this report will be updated in future weeks, however, at this time this update ONLY affects the Saves section this report. A…
21-Mar-2023
Utilizing the Cross-Tab Report
Report Overview The Cross-Tab Report allows you to take a deep dive into your survey respondent's demographic data. From fields such as age segments, credit score breakdowns, and determining if your members consider you their Primary Financial Institution (PFI), the Cross-Tab can provide powerful insight that can …
08-Jul-2024
