Sansan Reports

 

 

Sansan's reports function lets all your team or company members centrally log, update, and maintain interactions with colleagues and clients.

 
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ssa_reports_whatarereports
 Video 

Intro to Sansan Reports

 

Learn how to keep track of all meetings involving your company

 

 

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ssa_reports_create
 Video 

Creating Reports

 

Start and maintain reports to track company meetings

 

 

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 Video 

Searching Reports

 

How to find specific reports with certain contacts and companies

 

 

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ssa_reports_template
 Video 

Creating Report Templates

 

Make standardized report formats for recurring meetings

 

 

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ssa_reports_share
 Video 

Sharing Reports

 

How to share specific reports with those who need to know

 

 

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 Video 

Following Colleagues

 

Keep up to date on your coworkers' activities

 

 

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 PDF 

Guidebook for Using Reports

 

A handy reference for using this valuable Sansan feature

 

 

Download PDF  (706KB)