Customer Satisfaction

How To View, Share, & Download Reports

How to View A Report

  1. Log in to My.Pinnacle.

  2. My Reports, the page that automatically opens, will show all of your reports.

  3. There are two ways you can view a report:

    1. Click on the name of the report. The Discussion page will open. Click the “View Report” button near the top right of the screen.

    2. Press the down arrow on the far right of the row that shows the report you want to open. Select “View Report.”


How to Share A Report

Note: You can only share reports with those who have already been granted access to view the report. (You can see who has been granted access to a report by viewing the Delivery Details on the Discussion page.) If you feel the report should be shared with someone in your organization who is not listed in the Delivery Details, contact your Customer Satisfaction administrator. To share a report with an individual outside of your organization, download the report.

  1. On the My Reports page, click on the down arrow on the far right of the report row.

  2. Select “Share Link.” A window will open that shows the URL for the report that you can copy and paste.

  3. Click on the name of the report. The Discussion page will open. Click on the down arrow next to the View Report button. Select the “Share Report” button. Copy the URL.


How to Download A Report

  1. Click on the report you want to download.

  2. Press “View Report.”

  3. Once the report has opened, move the mouse toward the top right of the screen. A menu bar will appear that will show an arrow pointing down with a line under it. This is the download button.

  4. Press the download button and save the file.

  5. OR after you open the report, right click on the report and select Save As.