Report Builder

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.

​

The problem it solves

Partner reporting usually means waiting on someone else or wrestling with a BI tool:

​

Impact

When a partner asks how they are doing, the answer should take a minute. Being able to build and show that figure yourself keeps the conversation about growth rather than data.

​

See it work

​

How it works

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. Any field you roll up onto the partner account counts as a metric too. Sum or average total ARR, sourced revenue, headcount, or a custom score across your entire ecosystem, split it by region, tier, phase, or partner manager, and show the result to partners in their own portal. 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. 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.

​

Run it from your AI assistant

​

Going deeper

Works with