Download a Talking Point Compliance Report

From the Daily Huddle Dashboard, you can download the Talking Point Compliance report.

  1. Select Field Tools > Huddle Dashboard.
  2. In the Daily Huddle Dashboard, select the Talking Point Compliance button to generate a report.
    Note: When the report is generated, a confirmation pop-up message displays: Report has been queued. When the report is ready, a second pop-up displays: Report is ready to be downloaded.
    When your report is generated a notification is added to the navigation bar. The Bell icon displays red and the badge count increases.
  3. To view a list of generated reports, select the Bell icon.
    Report tiles display.
  4. To download your report, select a tile, or to remove a report tile, select x.