This information contains steps to access GraspDATA software, Help documentation, and a list of short training videos.
GraspDATA – Quick Start Guide
Login Information
You will need an Agency Admin to create your GraspDATA login. Once you have your login and password you can sign into GraspDATA and begin using the software.
Grasp's data processing runs in the USA Eastern Time Zone.
GraspDATA is a web-based software and can be accessed on any computer or device by going to www.graspdata.com or the URL provided to you by your Agency Admin.
The URL will display the login page as shown below.
Type your User Name (login) and Password in the applicable fields, then click the Login button.
Once logged in, you can change your password if you’d like.
- To change your password, click on your login username in the upper right corner of the page.
- The 'My Account' window will display. Click the link for Reset Password on the bottom left.
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- This will open a new field for you to enter your new password. The password must contain a minimum of 8 characters, at least one upper case, one lower case, one numeric and one miscellaneous character. Click Save when done.
- This will open a new field for you to enter your new password. The password must contain a minimum of 8 characters, at least one upper case, one lower case, one numeric and one miscellaneous character. Click Save when done.
Help Menu
There are a few ways to learn how to use GraspDATA. We have many video tutorials and text documentation about the site in our Help Knowledge Base. To access, click on HELP from the left menu, once logged into GraspDATA. Once in Knowledge Base, type your request in the Search box, or click on the category boxes to see all articles and videos by category.
Videos
Our training videos, and a brief explanation of each video, are listed below. Click the hyperlink to access the video.
Reports:
- My Reports – quick review of the My Reports page and basics of how to filter to find reports
- Run Reports – how to run a report and some basic filter review
- Emailing Reports – how to email reports when running a report or from Report History
- Report History – reviewing run reports, and using Rerun and email features
- Report History – Stitching Reports – combining multiple reports into 1 PDF or Excel attachment
- Report Categories – for Agency Admins – how to set up a Category and assign reports
- Report Packages – for Agency Admins – how to create a package of reports to assign to new users
Dashboard:
- Multi-Dashboard Layout Builder – how to create a custom layout including widget sizing, rows, or columns
- Multi-Dashboard Creating a Page – how to set up multiple pages, use global filtering, select colorization, set default page and more
- Multi-Dashboard Creating Widgets – how to set up the individual widgets to show data at a glance
- Where Are My Travelers – how to customize the tab to show desired columns and to quickly see back office data of which travelers are currently on the road
Data Cafe:
- Data Inquiry – how to use this tab to quickly find booking info synced from your back office
Schedules:
- Creating a Batch – how to build a batch of reports that can run automatically or be ready to run quickly
- Editing a Batch – how to edit an existing batch
- Copying a Batch – cloning an existing batch to create a new batch for either the same or new corporation
- Scheduling and Distribution – how to set a batch up to run automatically and email if desired
- Running a Batch Manually (AdHoc) – reviews how to run a batch quickly and shows options of changing dates and recipients if batch is emailed
- Deleting and Expiring a Batch – how to delete or expire (stop) a batch from running
- Copy or Move a Checked Batch to Another User – shows how to either copy or move an existing batch to another user
- Pausing a Batch – reviews how to temporarily pause a batch from running and emailing
Settings: This tab is ONLY seen if user is an Agency Admin
- Setting up an Agency User – reviews how to set up an Agency Admin or User
- Setting up a Corporate User – reviews how to set up a user associated with a Corporation
- Setting up a Corporation – reviews creating a new Corporation profile, adding the account info, and more
Enhancements and Updates:
- Adding an Account to a Corporation – how to add an account to a corporation profile
- Favorite Reports – using the Favorites filter to mark your most used reports
- Rerun Report Email Notification – explains the pop up when using Rerun on report that had been emailed at run time
Complimentary Live Client Training
Every month, we provide complimentary live training for our products and solutions. We limit training sessions to 25 participants a session so that you can get the most out of each training. Reserve your spot quickly, by going to our website www.grasptech.com and click on the Support tab. Scroll down to see the webinars offered. Please feel free to attend the sessions as often as you would like. If you have any questions about what is covered in each session, or which ones are best for you to attend, please reach out to training@grasptech.com.
Click on the link below to go directly to the page on Grasp Technologies website where you can see and register for our live webinars.
https://www.grasptech.com/training-webinars
For any other questions, please reach out to support@grasptech.com and we will be happy to assist.