How do I classify users as "My Employees" so that I can take advantage of that filter on reports?

1. Select "Get Started" from the left-side menu. Proceed to "Users," the second step in completing your company's profile.

2. Scroll through the User list to find your own name. Select "Edit" from the "Action" column on the right-hand side of the screen.

3. Use the "Direct Reports" section to indicate the user(s) for which you would like to receive reports. Then, choose your desired frequency of Progress Report e-mails for the specified user. If you would like to receive an Activity Summary e-mail for a particular group, indicate your preferences in the "Groups for Activity Summary" section of the form.

How do I filter by inbound vs. outbound activity?

How do I change the date range on my reports?