SERVICE & REPORTING / 8 MIN READ

Review a dashboard or custom report

Choose the right cohort and inspect source-data coverage.

Plan: Starter / Growth4 clear steps

Follow the steps

Select a built-in view for pipeline, activity, forms or service, depending on the question.

Confirm whether the view is a current snapshot or an event period before comparing values.

Open a source record for a surprising count or amount; correct the record if the saved data is wrong.

On Growth or higher, preview supported grouped records and save the report if it answers a recurring question.

BEFORE YOU MOVE ON

The report title, cohort and time range match the question you intended to answer.

Worth knowing

Missing sync activity is not evidence that no meeting or email occurred.