Manage Reports

You can manage custom reports and Demandbase standard reports by managing favorites, changing visibility, duplicating, deleting, or creating subscriptions.

Prerequisites to Manage Reports

You must have Admin privileges or be assigned to a permission set that has access to the following:

1. Log in to Demandbase One for Marketing.
2. From the left navigation bar, go to Settings > User Management > Permission Set > [Permission Set] > Configuration tab.
3. Go to the Analytics tab and grant access to Reports > Can Edit.
4. Select one of the following options:
   • Can Edit All: Can edit and duplicate every report.
   • Can Edit Some (Only those marked "Public" and those owned by owner): Can edit and duplicate reports marked "Public" and reports they own.
   • Can Edit Own: Can edit only reports they own. Can duplicate reports marked "Public" and reports they own.

Manage Reports

1. From the left navigation bar, go to Analytics > Reports. 
2. (Optional) Use the following filters to find reports:
   • Member Type: Filter by Account, Person, Activity, or Opportunity.
   • Favorite: Filter by Favorite or Not Favorite.
   • Report Owner: Enter the name of the user who created the report.
     Tip: Enter System in the Report Owner filter to find Demandbase standard reports.
   • Visibility: Filter by Public or Private.
3. In the Reports table, select the checkbox for one or more reports.
4. Click Take Action and select an available action:
   • Make Favorite: Add the report as a favorite.
   • Unfavorite: Remove the report as a favorite.
   • Make Public: Make the report public.
     Important: After you make a report public, you cannot change it back to private.
   • Delete: Delete the report.
     Important: Deleting a public report removes it for all users.
   • Create Subscription: Configure recipients, frequency, and duration for report delivery. See Create and Manage Snapshot, Slack Alert, and Report Subscriptions.
     Tip: Create Subscription is available only when you select a single report.

Duplicate a Report

1. From the left navigation bar, go to Analytics > Reports.
2. Click on a report.
3. Click top right three dots > Duplicate Report.
   
4. Enter a report name.
5. (Optional) Enter a description.
6. Click Duplicate Report.