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Open in Introw: Reports

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How it works

Reports live under Track on the Reports page. Creating a report opens a builder where you choose a data source, then configure aggregation, grouping, filters, and a date property, and pick a visualization. The preview updates as you go. You save the report with a name, and a Data tab lets you inspect and export the underlying rows. New reports are private to their creator and become visible to others once added to a shared dashboard or embedded in a partner portal. Data sources include CRM-mapped objects like deals, contacts, and companies, plus Introw-native sources: partners, engagement, assets, certifications, commissions, emails, and MDF. Saved reports can be added to dashboards and embedded in partner portals.

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Prerequisites

  • A connected CRM for CRM-based reports.
  • Reports write access (the reports write scope).
  • Available report quota on your plan.

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Settings & configuration

Reports are managed at Reports.

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Data source

Choose the object or Introw source to report on. MDF as a source requires the MDF module.

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Aggregation and grouping

Pick an aggregation such as count, sum, or average, then a primary and optional secondary grouping, for example by partner or over time.

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Visualization

Choose a bar chart, line chart, pie chart, or single number. Use display options for labels, legend, period comparison, top-N, and currency formatting.

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Filters and dates

Apply filters and choose the CRM date property the report ranges over.

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Sharing

New reports are private to the creator. A report becomes visible to others when it is added to a shared dashboard or embedded in a partner portal, where audience filters scope what each viewer sees.

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Raw data export

Use the Data tab to view the underlying rows and export them to CSV.

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Setup walkthrough

1

Open Reports

Go to Reports and create a report.
2

Choose a data source

Select the CRM object or Introw source.
3

Shape the data

Set aggregation, grouping, filters, and dates.
4

Visualize and save

Pick a chart, refine the layout, and save.

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How-to guides

Build a report

Create a custom report end to end: choose a data source, shape the metric and grouping, filter the audience, and pick the right chart.

Export report data to CSV

Get the raw data out.

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Limits & gotchas

Your plan sets how many reports you can create; unlimited plans have no cap. Reports respect partner access and audience filters, so a report shared to a partner only shows data they are allowed to see. CRM-based reports depend on the CRM being connected and mapped.

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Troubleshooting

  • You cannot create a report - you have hit your plan’s report limit.
  • A data source is missing - the CRM object is not mapped, or the module (such as MDF) is off.
  • Numbers look off - check the date property, filters, and currency formatting.