Reports & Dashboards

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Data Designer Use Case: Tracking Accounts without a Timeline entry

Data Designer Use Case: Combine CTAs and Timeline Data

Data Designer Demo Available Now

499 Posts

Standard Churn Reasons in Renewal Center

Separating the ACV's of 2 CSM's that share an account

CTA Reporting on Frequency

Is it possible to build a report to show which accounts have NO sponsors being tracked?

Multi Select in Repor

Rich Text field in By field for Reports

Export report with color scheme

Article Global Filter configuration in dashboard at CSM level

Reporting on manual scorecard measures

Is there a way to update company information via a list view (similar to SFDC)?

Creating a report that shows data points per month

What field holds the logged in users details?

Data Designer not loading page to add fields

Report exports failing

Creating a Renewal Rate % based on two fields from Opportunity Object

How to load aggregate renewals data to a custom object

Scorecard History Report

Show Totals in a Pivot Report?

Data Designer - Account, Relationship, etc. not clickable in report builder

Demo on Success Snapshots 2.0

Would like to see the same formatting when exporting a report to Excel and CSV

Reports dont show null data

Accounts without open CTAs

How to build a report on scorecard scores by CSMs?

Restrict no value or '0' value in Graph

Customer leaderboard