🔐 Admin Only 🔐

Creating reports with customizable content and visualizations and are a great tool for inspecting both high-level and detailed data from endless perspectives, but how? We often know what we want the outcome of a report to be, but struggle with understanding how to get there. To build the right report, you must ask yourself the right questions. Arming yourself with this knowledge and the technical processes of creating reports, your reports are going to be fire 🔥 !

Asking the Right Questions

Example

Related Articles

Asking the Right Questions

1. Start with the problem, what question are you trying to answer? You have an expectation of what you'd like to see, try to form it into a question or think of what title you'd give the report...it's amazing how doing this will tell you exactly what you're looking for.

    

2. What data do you have? Consider the question you're trying to answer and establish the kind of data you have access to that would help answer it. If you're not sure what kind of data you have access to in Intelligence360, click here to see a list of what content types we can report on.

    

3. Where's an example of that data? Do you have a similar report or outcome that could help establish what you're looking to accomplish? Use the Reports Page to discover if there are an existing reports that are similar to what you're looking for:

    

4. What does the data look like? Click here to see what types of visualizations Intelligence360 offers to help determine which visualization would make the most sense for your desired report.

    

5. What template should I use? If you found an existing report in Step 3 to use as a template, an admin can either edit that report to fit their needs, or, if you want to keep that report and create one similar, simply copy that report, make changes, and rename it as a new report. If you want to build a report from scratch, check out Creating and Editing Reports.

    

6. What data can I filter to narrow down the data? Adding filters to your report allows you to slice and dice your data so that your final report conveys only the specific data you want to see.

    

   You can add/edit filters in the report editor (the template you used above) or from the report itself, using the interactive filters. Different filters will be populated based on Content Type, and each different filter will present the corresponding metrics so the available filters will differ per report. Remember, this is where you turn this report from a large set of data into a specific report!

    

7. Save new report, pop bottles. Your initial question has now been turned into a very specific answer that's now always at your fingertips. Your new report is available on the reports page and you can inspect and edit your report, add it to dashboards, and share it with peers.

Example

Let's walk through an example of applying these questions to a real report.

1. Start with the problem, what question are you trying to answer? How can I look back and see what new business opportunities were closed by each of my reps?

    

2. What data do you have? I know Intelligence360 knows which opportunities are new business, which are closed won, and by whom - I want to put those in one report.

    

3. Where's an example of that data? I know I've seen a "Closed Won by Rep" report that would show something similar!

    

4. What does the data look like? I picture a bar chart that the Amount of New Business closed won by each rep.

    

5. What template should I use? Since I know "Closed Won by Rep" is already very close to what I want, I'll use it as a template, make changes, and save it as a new report.

    

6. What data can I filter to narrow down the data? To narrow down the report I'll filter the opportunity Type to only show New Business Opportunities.

    

7. Save new report, pop bottles. I now have a report in my Report tab called "New Business Closed Won by Rep".

    

If you run into any issues, please contact support.