Demandbase Standard Reports

  • Updated

By default, Demandbase provides account, person, activity, and opportunity standard reports to help you get started. The preconfigured selector criteria and report layout for each report are shown below. You can customize the reports or create new reports to use or share with users in your organization.

To access the standard reports, from the left navigation bar, go to Analytics2.png Analytics > Reports. In the Report Owner filter, enter System.

Filter_for_Reports.png

Account Reports

  • Selector Criteria
    Acct_No_Eng_Selector.png

    Layout
    Acct_No_Eng_Layout.png
     

  • Selector Criteria
    Acct_Trending_Intent_Selector.png
     

    Layout
    Acct_Trending_Intent_Layout.png
     

  • Selector Criteria
    Acct_High_Intent_Selector.png
     

    Layout
    Acct_High_Intent_Layout.png
     

  • Selector Criteria
    Acct_High_Intent_No_Touch_Selector.png
     

    Layout
    Acct_High_Intent_No_Touch_Layout.png
     

  • Selector Criteria
    Acct_MQA_No_Touch_Selector.png
     

    Layout
    Acct_MQA_No_Touch_Layout.png
     

Person Reports

Important: Person reports are only available for customers integrated with a CRM or a Marketing Automation System.

  • Selector Criteria
    People_Added_Selector.png
     

    Layout
    People_Added_Layout.png
     

  • Selector Criteria
    People_Eng_Selector.png
     

    Layout
    People_Eng_Layout.png
     

Activity Reports

  • Selector Criteria
    Act_Web_Visit_Selector.png
     

    Layout
    Act_Web_Visit_Layout.png
     

  • Selector Criteria
    Act_Eng_Selector.png
     

    Layout
    Act_Eng_Layout.png
     

  • Selector Criteria
    Act_Mar_Eng_Selector.png
     

    Layout
    Act_Mar_Eng_Layout.png
     

Opportunity Report

  • Selector Criteria
    Opp_Eng_No_Touch_Selector.png
     

    Layout
    Opp_Eng_No_Touch_Layout.png
     

Was this article helpful?

1 out of 1 found this helpful