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When someone asks “how much pipeline did partners source last quarter?”, you should be able to answer in minutes, not wait on RevOps. The report builder lets you build that report yourself from live CRM and Introw data.

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What it does

The report builder lets you create custom reports without code. You pick a data source, from CRM objects like deals, contacts, and companies, to Introw-native sources like partner engagement, assets, certifications, commissions, and MDF, then choose how to aggregate and group it. You select a visualization, a bar chart, line chart, pie chart, or single number, and apply filters, date properties, and grouping to shape the answer. Reports respect partner access, multi-currency, and your fiscal year, so the numbers are correct and scoped. You can save reports, control who can view or edit them, export the raw data to CSV, and use saved reports as the building blocks for dashboards and portal embeds.

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The problem it solves

Partner reporting usually means waiting on someone else or wrestling with a BI tool:
  • Every question is a RevOps ticket → Build the report yourself in minutes.
  • The data lives in two systems → Report on CRM and Introw data together.
  • BI tools need specialists → No code, just a guided builder.
  • Numbers are hard to trust → Reports respect access, currency, and fiscal year.

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From problem to solution

The report builder puts answers in the hands of the people who run the program. Pick a source, shape it, visualize it, and you have a trustworthy report ready to share or drop into a dashboard.

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Use cases

Answer ad hoc questions

Build a report in minutes.

Blend CRM and Introw data

Report across both sources.

Share trustworthy numbers

Respect access and currency.

Feed dashboards

Reuse reports as building blocks.

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Impact

  • Low total cost of ownership - Partner ops builds reports without engineering.
  • CRM-native - Reports are computed from live CRM data.

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Who it’s for

Partner Operations

Builds and shares reports.

RevOps

Defines metrics and data sources.

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Works with

Dashboards

Reports power dashboards.

Power BI

Export to Power BI.

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Headless

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Going deeper

How to

Setup, configuration, and all how-to guides.

API reference

Integration surface and code.