Ready to have a try at building your own report? Here are a few example reports with video guides to walk you through building your own. Each video will describe:
- Business case for the report
- Which fields and/or measures to use as columns and/or groups
- Which filters to include
- How to create a calculated field (if necessary)
- How to visualize the data
- How to save the report
How to Create a Sales Forecasting Report
See which deals are more likely to close based on document views. As Octiv tracks customer interactions, this report will be updated in real-time to offer insight into the sales pipeline.
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