How do I view account based reports?
The Accounts report page refers to the organizes your contacts according to their company or corporate affiliation and provides overall metrics for each Account entity.
To view a summary of your accounts’ activity, go to Reports > Connections > Accounts Report.
Clicking on an entry in the list below the report page for that specific account.
Account report page sections:
A. Info: general address and contact information.
B. Contacts, Deals, and Opportunities: view lists of contacts, registered deals, and sales opportunities associated this this Account.
C. Sharing: share access and edit permissions for Users and/or User Groups.
D. Account Overview
Account Overview
In the account overview section, you can preview where accounts may be shared in common with other organizations or are in within a geographical region (if you are a channel manager or a corporate account managing partners).
Select account overview
Observe the two sections:
- Geo and Vertical Overlap - Shows overlapping accounts based on geographical and vertical matching
- Your Account and Organization Account Overlap - Shows your partner organizations that have the same account in their lists.
For example, in a list of contacts where a user is shared another contact with a company (Mindmatrix) in common, the account overview displays the conflict:
This user has multiple contacts from the company "Mindmatrix", which are accounts shared with them:
Upon clicking on and inspecting one of the accounts, they discover that there is a conflict:
The report found matching data shared to the user's account and displays the information.
Related Articles
How to review Account Overlap Report?
Introduction: In this comprehensive guide, we will walk you through the account overlap report process. Let's dive into the step-by-step process. Navigating to Account Overlap report: Click on Reports> Account Overlap Reports ...How do I view reports for a print template?
From the Print Template gallery, select the template that you wish to view a report on. From the "More" dropdown menu, select "Report" The “Stats and Activities” graph will show the total number of times a user used a template. The “Usage Ratio” ...How do I view a social media drip report?
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. Note: Social media reporting in one account cannot be viewed by other accounts. These ...How do I review reports on opportunities?
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. Who would use this? Users that would like view reports about the Opportunities they ...How do I View User Reports?
To view user reports, go to Reports > Users. This section also allows admins to see summary stats for each User entry, such as the number of contacts a user has reached out to, how many assets a user has created, or how many times a contact has ...