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In this tutorial, we’ll explore the different settings available in the Reports section and guide you through creating a basic report. Let’s dive into the process.
Step 1: Navigate to the Reports section.
Step 2: Click New to start creating a report. If you haven’t created any dashboards or reports before, you’ll see the default view.
Step 3: Enter a name for your dashboard; we’ll use “XYZ Account View” for this example. Remember, a dashboard can contain multiple reports.
Step 4: Add a report to your dashboard by clicking the + sign next to Visualization.
Step 5: Select a data source for your report. You’ll see a list of available data sources, each with its own specific data fields.
Step 6: Click on Accounts to explore the data fields available under this section.
Step 7: Review the fields in the Accounts section. Key fields include the account name, domain (if saved), ARR dollar value, renewal date, and type, which categorizes the account as a customer, prospect, or pilot customer.
Step 8: Cancel the current view if you need to make changes or select different options.
Step 9: Navigate back to the account field options to further explore other fields such as Account ID, which is a unique identifier for most data sources, and again, the ARR dollar value.
Step 1: Review the CRM Account ID Domain Z details. This includes the Lookup owner, marketing status, name of the account, parent CRM ID, Parent ID, renewal date, text stack used, text area type, and use cases. These details are available in the account field.
Step 2: Click on “Cancel.”
Step 3: Click on “Visualization” to view the data again.
Step 4: Examine the Opportunity data source. Here, you’ll find the account ID, amount of the opportunity, close date, CRM Opportunity status (whether it is closed), Opportunity ID, Opportunity name, owner ID, owner name, and the source of the opportunity. There are three types of sources: manual entry, CRM, or system generated.
Step 5: View the available details under the Renewal Opportunities data source. This includes Account ID, amount, close date, and CRM Opportunity closed status, similar to the Opportunity data source but specifically for renewal opportunities.
Step 6: Click on “Cancel” for the specialization options.
Step 7: Navigate to the User data source. This section contains personal email, person’s ID, and person name.
Step 8: Proceed to the Contact data source. This section includes details like account name, person email, person ID, and person name, specifically for external customer contacts.
Step 9: Check the Account Health data source. It features the Account ID, Account name, ARR value, confidence level, and the date when the account health was last calculated.
This tutorial guides you through the various data views and fields available in the account health platform, helping you understand how to monitor the health of an account effectively.
Step 1: Understand the Account Health
The account health section captures essential details, including the type of account and reasons for its health status. It shows the health calculated on a weekly basis and includes six pillars plus an overall health segment.
Step 2: Account Owner Data Source
The Account Owner data source provides the Account ID, Account Name, Email, Person Name, and Type. This section helps you identify the ownership details of the account.
Step 3: Product Usage Data
The Product Usage data includes fields like Product ID, capture date, value, and boolean values indicating specific states or conditions of the product usage.
Step 4: Task Data
The Task view details the tasks associated with an account, including Account ID, Account Name, Activity ID, assigned personnel, creation and due dates, priority, status, and task type.
Step 5: Activity Data
This section provides a detailed view of various activities linked to the account, displaying unique identifiers like Account ID, Activity ID, date, sentiment, source, and type.
Step 6: Project Data
Projects associated with the account are detailed here, showing Account ID, Account Name, creation details, email, name of creator, description, timelines, priority, project ID, source, status and title.
Step 7: Survey Data
Finally, survey data related to the account can be accessed, providing insights from various surveys conducted.
Step 1: Identify the survey details including Account ID, Comment Date, Survey ID, Maximum Rating, NPS Category, Source of the Survey, Survey Name, Survey Type, and Tags. These details are crucial for understanding the survey context.
Step 2: Start creating a basic report using the Account Data Source.
Step 3: Review all available accounts and check their renewal dates to understand customer perspectives, excluding pilot or other specific customer types.
Step 4: Choose the type of chart for your report. For a matrix of details, select the Grid View.
Step 5: Include important fields in your report such as Account Name and Renewal Date.
Step 6: Specify the customer type under Data Filters to focus on regular customers rather than pilot or other categories.
Step 7: Under data filters, choose Select by Value to explore dropdown options available under the customer type.
Step 8: Alternatively, use Filter by Rule if you need to include numerical values or specific conditions in your filters.
Step 9: Consider using Filter Empty Values if you aim to identify accounts with missing information.
Step 10: Finalize your filter by selecting Select by Values for customer types already determined.
Step 11: Click Create Filter to apply your settings and generate a list of accounts with their respective renewal dates.
Step 12: Name your report “Account versus Renewal” and explore additional settings.
In the settings, toggle the display options such as the report title and background color, and adjust elements for text, numbers, and dates as needed.
Step 1: Select your preferred alignment and choose the font size for your report. Options include small, medium, or large.
Step 2: If your report includes multiple columns and you want the first column to remain fixed, select this option to lock the first column in place.
Step 3: For reports with multiple rows, such as those containing thousands of rows, and you wish to display only a specific number per page, check the appropriate checkbox and enter the desired number of rows per page. Update these settings in the settings menu.
Step 4: If you’re using a grid view and want to create a numeric box, a pie chart, or other visual elements, and link them to an external URL or a filter created in the account section, click on the links + symbol. Enter the URL and link name here.
Step 5: Decide whether the link should open in a new tab or the current tab, and customize your preferences accordingly.
Step 6: After entering all the required details, click Create link. The link symbol will appear on the top and will be attached to the report.
Step 7: To save the settings of your report view, click Save. Remember, this action saves the report settings, not the entire dashboard.
Step 8: Click Save again to finalize your changes.
