Getting Started

Our report builder consists of a side bar on the right side of your spreadsheet that will allow you to create reports with a few clicks.

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/193add17-510f-491c-aa88-f7276843e06c/Screenshot_2020-04-08_at_22.08.24.png

Access the Report Builder

In the sheets navigation menu, select Add-ons > Demand Sage > Report Builder.

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/23a7b676-839b-468b-87cf-b6a28abb64dd/Access.png

Building Reports

1.Select an Entity

First, select one of these entities in the Entity field. Currently, the report builder supports reports for the following Hubspot entities:

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/0bc3d25a-d58f-4abf-bcca-91b7b5558c15/Screenshot_2020-04-30_at_11.59.16.png

2.Pick a Date Range

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/fceacb9e-abf2-4162-ac10-d56912dad108/dates.png

<aside> 💡 Note: The dates in this date range will apply to any match to the date the entity (Company, Contact, Deal, or Engagement) was created. This is important because these entities have several properties of type date and it can be confusing as of which one you are selecting.

</aside>

3.Pick a Metric

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/427cba16-fddf-49e4-98f3-6d5d3894e6cc/metric-picker.gif