Access related reports

Our Analytics tools are a powerful solution offering a great deal of freedom and options for data analysis and measurements. This comes with complications due to the high amount of options and the freedom to customize how the data is setup. This results is information often being found in different reports.

Related reports are an efficient tool to quickly view the results of key Analytics reports directly from the records you are currently viewing. The results presented in the related report will be directly filtered based on the records being viewed.

Note that related reports can be linked to a record by you or by your organization.

Examples of Related Reports Use cases.

  • From an Engagement plan, present statistics on percentage of completion of related tasks, a chart of the top subjects discussed and/or a calendar of upcoming planned communications.
  • From a Smart communication, present the open rate of your communication along with a list of the top recipients based on how many times they opened it.

Access a related report

  1. Open the record you want to view in Borealis (e.g., an individual).
  2. In the left hand record menu, select Reports.
  3. Use the tabs to view the various reports related to this record.
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