Manage Reports

  • Updated

Context

You can take actions to manage custom reports or Demandbase out-of-the-box reports.

Steps

  1. From the left navigation bar, go to Analytics_N.png Analytics > Reports
  2. (Optional) Use the following filters to find reports:
    • Member Type: Select Account, Person, Activity, or Opportunity to find a specific member type.
    • Report Owner: Enter the name of the person that created the report.
      Tip: Enter System to find the Demandbase out-of-the-box reports.
    • Visibility: Select Public or Private. Public reports are visible and editable by anyone in your organization. Private reports are visible and editable by the user that created them and Admins.
      Filter_Reports.png
  3. In the Reports table, select the check box for a report.
  4. Click Take Action and select an available action.
    • Make Favorite: Select to add the report as a favorite.
    • Unfavorite: Select to remove the report as a favorite.
    • Make Public: Select to make the report public. Demandbase requires you to confirm before making the report public.
      Important: After you make a report public, you cannot make it private again. 
    • Delete: Select to delete the report. Demandbase requires you to confirm before deleting the report.
      Important: If the report is public, the action deletes the report for all users.
    • Create Subscription: Select to set up the recipients, frequency, and duration for report subscriptions. See Create and Manage Snapshot, Slack Alert, and Report Subscriptions for the steps.
      Tip: The Create Subscription action is only available if you have a single report selected. 
      Take_Action_Reports.png

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