Create Custom Reports

Context

You can create reports based on specific criteria such as territory insights or account engagement. 

Reports can be emailed as a one-time delivery, or you can set up report subscriptions to be delivered by email or Slack alert.

Tips:

• You can include reports in Snapshot Emails. See Customize Snapshot Emails.
• You can create reports for activities based on geography. See Create Report on Activities from a Particular Geographic Area.

Steps

1. From the left navigation bar, go to  Analytics > Reports and click Create New.
2. In the Create New Report window, enter the following: 
   • Name 
   • Description 
   • Member Type: Choose Account, Person, Activity, or Opportunity object.
3. Click Create Report.
   
4. Select the Selector tab and use Basic or Advanced Selectors to add criteria for the report.
5. Click Save.
   
6. Select the Layout tab and do the following to configure the report layout:
   a. Select Email to deliver by email or Slack to deliver by Slack alert. 
   b. In the Table Columns section, select the columns to display. You can add columns from the drop-down list and remove or rearrange columns.
   Tip: Keep the number of columns to a minimum to avoid having too much information in the email or Slack alert.
   c. In the Sort By section, select the field to sort the report on and whether you want it to be in Ascending (Asc) or Descending (Desc) order. 
   d. In the Max Rows section, enter the maximum number of results to display. If more records qualify than the maximum rows, a See full report link appears on the report.
7. Click Save.
   
8. (Optional) Select the Subscriptions tab and do one or both of the following:
   • Click New Subscription to set up the recipients, frequency, and duration for report subscriptions. See Configure Subscriptions.
   • Click Send Subscription Now to select a recipient and email a one-time report. Click Send. 
     

Outcome

Here's an example of what a report subscription looks like as a Slack alert. The report includes the number of results configured in the Max Rows section of the Layout tab. Click See Full Report to open the report in Demandbase.