Not sure where to start with the Bizible reports? Not to worry, out of the box Bizible comes with 25 stock reports that are designed to help you get on your way quickly. These reports can be used just as they are, or you can customize them to get the specific insight you’re looking for.
I always recommend starting with the Bizible 101 reports -- there are 6 of these -- because they are truly the foundation of any report you’d be building in Salesforce with Bizible data. So, the idea is to gain a deep understanding of each of these Bizible 101 reports so you can feel comfortable adjusting them as needed.
So, I wanted to provide a general summary for each report. This by no means replaces experimenting with the reports yourself but helps provide a starting place!
Note: these reports come with Bizible's SFDC managed package. They are housed in a folder called "Bizible Touchpoint Reports". If you don't see this folder when you go to the All Folders section of Reports tab in SFDC, it means your SFDC Admin has not yet shared access. You'll need to ask them to do so.
As you play around with these reports*, try pulling in some of these Bizible fields whether it’s as a column value, filter or grouping. All of the below fields can be populated in different ways depending on where the touchpoint is coming from so check out the definitions in the field glossary and then try some out!
*I recommend using the 'Save As' as functionality when you make any adjustments so you can preserve the original template.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.