Reference: Demandbase Out-of-the-Box Reports

  • Updated

Demandbase provides account, person, activity, and opportunity reports to help you get started. The preconfigured Selector criteria and report layout for each out-of-the-box 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 out-of-the-box reports, from the left navigation bar, go to Analytics_N.png Analytics > Reports. In the Report Owner filter, enter System.

Filter_for_Reports.png

Tip: You can reset out-of-the-box reports you customized to its original configuration. In the report window, click the three dots in the upper right corner and select Reset to Default

Reset_Report.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 such as Salesforce 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

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