Create Reports

Create reports based on specific criteria, such as territory insights or account engagement. You can email reports as a one-time delivery or set up recurring subscriptions to receive reports by email or Slack alerts.

Tip: You can also include reports in Snapshot Emails. See Customize Snapshot Emails.

Create Reports

1. From the left navigation bar, go to Analytics > Reports.
2. Click + Create New.
3. Enter the following: 
   • Name: Enter a name for the report.
   • Description: Enter a description of the report.
   • Member Type: Select Account, Person, Activity, or Opportunity.
4. Click Create Report.
   
5. Go to the Selector tab and use Basic or Advanced Selectors to define the report criteria.
6. Click Save.
7. Go to the Layout tab and configure the following:
   • Delivery Method: Select Email or Slack.
   • Table Columns: Add, remove, or rearrange the columns to display in the report.
   • Sort By: Select the field to sort by and choose Ascending (Asc) or Descending (Desc) order.
   • Max Rows: Enter the maximum number of rows to display. If additional records match the report criteria, a See Full Report link appears.
     Tip: Limit the number of columns to keep email and Slack reports easy to read.
8. Click Save.
9. (Optional) Go to the Subscriptions tab and do one or both of the following:
   • Set up recurring delivery: Click New Subscription to configure recipients, frequency, and duration. See Configure Subscriptions.
   • Send a one-time email: Click Send Subscription Now, select a recipient, and click Send.

Outcome of Creating Reports

After you create a report, you can view it in Demandbase or share it through email or Slack subscriptions.

The following example shows a report delivered by email. Recipients can click See Full Report to open the complete report in Demandbase.