# Can I use Analytics to view accounts and send notifications?

Yes. Analytical Reporting lets you create a dashboard, view accounts matching
your selected criteria, and access Send Email and Send Text options from the
results list.



To review accounts based on whether they contain script answers, create two
tiles: one for accounts with at least one answer and another for accounts with
no answers.


SIGN IN

Log in to the VIF Administrator Panel using the username and password provided
by VIF or your organization’s administrator.


CREATE AN ACCOUNTS DASHBOARD

The numbered steps correspond to the screenshot.

 1. Under Analytics, select Analytical Reporting.

 2. Select Add Dashboard.

 3. Enter a dashboard name, such as Accounts.

 4. Select Add.

 5. Open the Accounts dashboard.

If you already have an appropriate dashboard, open it instead of creating
another.


VIEW ACCOUNTS WITH SCRIPT ANSWERS

 6.  Select Add Tile.

 7.  Under Select question, choose Were any of the script questions answered?

 8.  Enter a tile name, such as Script Questions Answered (at least one).

 9.  Under Options, select Yes.

 10. Select Add.

 11. On the new tile, select View beside the matching-account count.

 12. The Users List opens, showing the matching accounts and available contact
     information.

Use the search field to find an account within the results.






CAN I SEND ALERTS FROM THIS LIST?

Yes. The Users List includes options to send email or text notifications.

 * Select individual accounts using the controls in the Action column, or choose
   Select All to select the listed results.

 * Choose Send Email or Send Text.

 * Follow the on-screen prompts to prepare and send your message.

Review your selected accounts and recipients before sending. Select All applies
to the current results list, which may represent only part of your organization.


VIEW ACCOUNTS WITH NO SCRIPT ANSWERS

To include accounts that were not captured by the first tile:

 13. Return to the dashboard and select Add Tile.

 14. Choose Were any of the script questions answered?

 15. Enter No Script Questions Answered as the tile name.

 16. Under Options, select No, then select Add.

 17. Review the new tile and open its matching-account list when results are
     available.
     
     
     
     


DOES THE FIRST TILE SHOW EVERY ACCOUNT?

Not necessarily. The Yes tile includes only accounts with at least one script
question answered. Review both the Yes and No results to cover both groups, and
check Show Filters for any criteria limiting your dashboard.



Use the count beside View to identify matching results. The large number at the
top of a tile should not be assumed to be the number matching that tile’s
condition. In the screenshot, the No Script Questions Answered tile displays a
large 2, but its result shows 0.00% and 0 matches.



For a downloadable account list with an explicit option to include inactive
accounts, use Import/Exports/Utilities → Export Accounts.