This function will only be available to users on Professional Plan.
To request a report from a data supplier:
- Select the supplier(s):
a. Click the checkbox next to the supplier’s name in the “Organization Name” column.
Or b. Alternatively, use the “Select status” filter on the right-hand side and choose the blank option to display only suppliers you haven’t yet sent a request to. - At the bottom of the page, click the “Request Report” button in the action menu (as seen below). If you want to request reports from all suppliers, click “Select all” first, then “Request Report”.
- Click the “Send report request(s)” button to complete the process.