Create Reports

Reports allow you to export Company, People, Deal and Activity information. Using Reports, you can analyze the types of Activities that are driving value and where you can improve in the field. Reports are only accessible through the web version of MMC.

To access Reports:

1. Click the “Reports” tab in the Navigation Menu 
2. You will see a list view of all your list names. If you haven't created a report, this page will be blank. To start creating reports, click "+ Create New"
3. The list of reports is sortable by clicking on the column headers or filterable by selecting a folder from the left side menu

To create a Report:

1. Click “Create New” and choose between Companies, People, Deals, History or Activity depending on what type of Report you are interested in running
2. Name your Report and add a description that will help you understand what that report contains
3. Customize your Report to pull the data you want by clicking into “Select Fields”
   • You can select the fields you need to be pulled into your Report by clicking the checkboxes and excluding the fields you do not want
     
     
4. Apply any necessary Filters so that your report is tailored to your specific needs
   • For example, if you want to create a Report on the Deal sizes of your top clients, you could create a Deal Report and add a Filter for your “Tier A” group
5. After you have selected your fields and applied Filters, click “Save” and your detailed Report has been successfully created