Analytics → Reports → New. Pick the object (accounts, contacts, activities, opportunities), add filters, choose groupings and metrics, pick a visualization. Save, share, schedule.
Pick the object and scope
Reports are built on one primary object with related-object fields available. Example: primary object Activities, filtered to meetings, grouped by account segment, joined to opportunity outcomes.
Filters and groupings
Filters accept any field, tag, and date logic (rolling windows like "last 30 days" keep scheduled reports current). Group by up to two dimensions — more than two turns a report into noise.
Metrics
Counts, sums, rates, and ratios between steps (reply rate = replies ÷ delivered). Custom calculated metrics support basic formulas across columns.
Visualization and save
Table, bar, line, funnel, or cohort grid. Save to your space or the team space; share links respect workspace permissions — viewers see only data their role allows.
