How to run a report
To run a Xapien report navigate to the New Report tab located at the top of the Xapien portal and select what type of report you would like to run.
Once selected, you will be taken to the page to enter the details of the person/organisation.
Switching between a person or organisation report can be done using the Person/Organisation toggle. The type of report you selected appears white on the toggle.
Reports are run using the following information:
A person or company name
A piece of related context
For a person report:
The subject’s well populated LinkedIn profile
An associated company name or university (can include subject’s alma mater)
An associated person (with an online presence)
For an organisation report:
The company’s well populated LinkedIn profile
The company’s main homepage (i.e. google.com not google.com/about-us)
An associated person (with an online presence)
Multiple pieces of context can be used by clicking on the plus sign next to the context textbox for a person report, or by clicking on Advanced Search for an org report. A maximum of three pieces of context can be used for a report.
This related context is used to help identify your subject and reduce the number of false positive matches. Using more context can make your subject more easily identifiable - it is particularly helpful if your subject has a very common name or works for a very large organisation.
When the information has been input, select the Go button at the bottom of the page. The system will check that the enquiry looks sensible before processing your report.
When Xapien is running at full capacity, any new report requests are placed in a queue and processed as soon as space becomes available.
More information on how to run a good person or organisation report can be found in the following articles:
Learn how to navigate your report once it has been generated - Navigating a Report