Manage Reports

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

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.
     Tip: Public reports are visible and editable by everyone in your organization. Private reports are visible and editable only by the report creator and Admins.
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.