Pulling Lists and Reports
How to Pull a List of New Members by Date in Personify
To track new members or pull a list of them for outreach efforts, follow these steps: Step 1: Log in to/open Personify Step 2: Choose Open Data Analyzer Step 3: Choose the Documents tab Step 4: Click Folders in the left-hand navigation Step ...
How to Pull and Filter Group Member/Non-Member Lists
This article will teach you how to... Access a list of all OD members/non-member in your affiliate that work for any group over 5 doctors. Filter to the group of your choice. Find vision Source administrators and MyEyeDr. managers. Download/export ...
How to Pull Affiliate Constituents Lists in Personify
Access Campaign Target Audience Lists, Including Members and Non-members; ODs, non-ODs, and Students Acquisition Campaign Note: Prior to each communications effort, you will want to pull and use an updated send list, so that you filter out any new ...