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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