Report Builder

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Where it lives

Report Builder sits under Track, at Reports.

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Before you start

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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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Settings & configuration

Reports are managed at Reports.

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Data source

Choose what the report runs on. Two families are available: The Introw sources are what let you report on activity that has no CRM record: which assets partners opened or downloaded, who earned which certification, which emails went out, how funds moved. MDF as a source requires the MDF module.

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Aggregation and grouping

Pick an aggregation, then a primary and an optional secondary grouping. Ratio is the one worth knowing about: you set the report’s filters as the denominator and a second filter set as the numerator, both on the same data source. Deals closed-won over all closed deals gives a win rate; registrations accepted over all registrations gives an acceptance rate. Turn on Show as percentage and it renders as one. Partner account fields are aggregated the same way. The Partners source is not count-only: choose Sum or Average and the metric picker offers the numeric and currency properties of the partner’s own CRM record, which is where programs roll up numbers like total ARR, sourced revenue, headcount, or certified engineers. So a field maintained on the partner account reports across the whole ecosystem, broken down by region, tier, phase, experience, partner team role, or any other property on that record, and the same report can be embedded in a partner portal. A blank value sums as 0 and is skipped by an average. See Report on partner account fields. Groupings cover time (week, month, quarter, fiscal quarter, year, fiscal year), any CRM property, and the Introw dimensions: partner, partner tier, phase, experience, attribution, partner contact, partner team role (one option per role), timeline event type, certificate, email template, MDF fund, asset, asset viewer, asset mime type, asset category, and whether an asset was downloaded. Crossing asset with asset viewer and downloaded is how you get per-person download reporting rather than views alone.

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Visualization

Choose a bar chart, line chart, pie chart, single number, or table. A table report renders the records themselves with the columns you pick on the Data tab, which is also what makes a data-table widget on a dashboard. Display options cover axis labels and titles, legend and gridlines, data labels, compact and currency formatting, show as percentage, sort and top-N, zero and unknown handling, period comparison (against last week, month, quarter, fiscal quarter, year, fiscal year, or a rolling year), and a fixed colour per breakdown value so a series keeps the same colour every time the report is opened.

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Filters and dates

Apply filters and choose the CRM date property the report ranges over. Every property type offers Is known and Is not known; text adds contains and does not contain; dropdowns add Is any of and Is none of; dates add a rolling range as well as fixed dates. If a role is scoped to its own partners, reports, dashboards, and partner analytics all narrow to that user’s partners automatically - no per-report filter to maintain.

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Drilldown

Charts are not dead ends. Click a point on a line chart - including multi-line and stacked-area charts - or a bar on a single-series bar chart, and the drilldown opens scoped to what you clicked. How the click is interpreted depends on the axis: a time axis narrows the date range to that bucket, and a CRM or other property axis adds an equality filter on that value. So a spike in a monthly trend is one click from the records behind it, with no rebuilding of the report and no manual filter. Drilldown scopes on the x-axis value only, not per series, so on a multi-line chart clicking a point narrows to that point’s bucket across the whole chart rather than to one line.

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Sharing

A report is private to its creator by default. Change its visibility to let the rest of your team view it or view and edit it, at any point after it was created. A report also becomes visible 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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How-to guides

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Troubleshooting