Reports page

Relevant to: Demand Acceleration Platform | Content Syndication | Event Lead Management | Webinar Integrations | Social Integrations

You can access Reports in the Demand Acceleration Platform to view lead data and understand platform activity across multiple Sources. There are six available report types to choose from and these will provide your data in CSV format.

The Reports page houses all of your saved reports and allows you to create and download reports or schedule them for ongoing email delivery. 

Viewing the Reports page

1. In the Demand Acceleration Platform, navigate to Insights.

2. Click on Reports to view the list of reports generated in the account.

Filtering reports

Use the checkboxes to select which reports appear in the list by report type. 

You can filter reports by the following type:

* These reports contain Personally Identifiable Information (PII).

Searching for reports

Use the search box to find specific reports by name. 

Search tips:

• When searching for a report by name, hit Enter to submit your exact search term.
• Combine filters, like My Reports Only, to narrow your search options.
• Upcoming Run Times will appear after a scheduled report has been generated for the first time.

Creating a new report

Click on the New Report button to build a new report.

You can also create a new report by using the Clone option, which is found in the options button for each report.

Full instructions for both methods are outlined in our Creating Reports article. 

Deleting a report

To delete a report, click on the options button to access the menu and click Delete.

Recommended Reading

• Report Types Overview
• Building Reports
• Creating Reports
• Source Selection & Settings
• Generating & Scheduling Reports

For more help, get in touch with our Support Team or your Customer Success Manager.