Overview

You can perform "Dynamic Reporting" when you customize reports to include columns of data you want to see, and remove columns of data you don't need to see. Dynamic field reporting provides flexibility and adaptability unlike static reports that are fixed and unchangeable. You can expand reports by adding fields from accounts, contacts, events, and expenses.

 

Use cases

• Customize report templates by adding fields that align with your organization's workflows
• Add fields to reports to assist in KPI and goal tracking for both your team and the organization
• Highlight the key performance indicators and goals that matter most to your team
• Review existing reports as a starting place, then customize them to meet specific needs
• Export your desired metrics as a spreadsheet to be further evaluated in Excel

Report customization is:

• Interactive: Managers can actively modify report templates by adding or removing fields.
• Adaptable: Reports can evolve to fit the specific needs of different workflows or goals without being confined to a preset structure.
• Flexible: Changes can be applied as needs shift, keeping reports relevant and useful.

Summary of steps

Dynamic Reporting is another one of those Marketscape CRM super easy and powerful tools. We will show you the step-by-step details below, but for those of you who are familiar with Marketscape CRM, we provide these simple steps:

• Click on the "Reporting" button in the left navigation
• Open the report you want to customize
• Click on the "Columns" dropdown found in the options

• Select or deselect any columns of your choice
• Run the report!!
• Voila!

Sorry, there are always more details

• Not all reports have the dynamic reporting option (more reports to come) - see Reports breakdown below
• The options visible to you for any specific report might be different depending on which additional metrics are logically attached to the report

 

 In this article

• Add/Remove columns - Step by Step instructions
• Reports breakdown - List of which reports currently have dynamic reporting

 

Add/Remove Columns

Navigate to a Report

The first step is to open a report of interest.

Use the following image to review the steps for finding and opening a report.

Click on the "Reporting" link in the left navigation to open the Reporting page.

 

Report Search - If you know the name of the report you want to view, type part of the name in the search field to find the report quickly.

 

Example - for this article, we will use the Daily Visit Report. Click on the report name to open the report.

 

Browse - There are lots of reports. Feel free to scroll down to find a report of interest.

 

Report basics

With the report you want to customize open, 

Multiple Settings - these setting allow a user to set a number parameters to limit the reports that appear in the table. Date ranges, account, visit status, territories, etc. This article only digs in on the last setting. Please review articles on specific articles to learn about these settings

 

"Columns" dropdown - This is the feature that will allow you to customize the selected report.

• Click on the "Columns: Show/Hide" dropdown

The dropdown opens. For the sake of viewing, we have broken the image of the metrics shown in the dropdown and placed sections side by side.

For this example, we have unchecked Time In, Time Out, and Address 2, and checked Visit Frequency, Added Date, and Completed Date.

 

Run Report - Once you have made any changes, click the "Run Report" button.

 

Our Custom Report - If you look at the image below, you can see the columns that we added to the report. 

You can't see the columns we removed from the report, because... they're gone.

 

Final Notes

At the top of the page are some interesting and useful buttons

• Back - Click this button to navigate back to the Reports page. If you have created a custom report, don't go back until you have clicked the "Save As..." button!
• Save As... - Clicking this button will open a dialog box that will allow you to save your customized report.
  • The following interface will open.

• • Type in a name that will help you to remember what is in the report when you see it in the future.
  • Click the "Save" button to save your custom report.
  • The report will then show up on the Reporting page under the "My Saved Reports" section of the page (next image)

• Export CSV - Export the report as a .CSV file to use in Excel
• Export PDF - Export the report as a .PDF file
• Print - Print the report.

 

 

Reports Breakdown

Not all reports have the dynamic reporting feature. The following tables show:

• Reports that have dynamic reporting have a check mark
• The field type that can be added to the report are listed

All LOB Reports

Report Group	Report Name	Customizable	Fields that CAN be added
Contacts and Accounts	Inactivity Report		Contact Fields
	Health Report Card
Events	Daily Visit Report		Account Fields Event Fields
	Daily Visit Report with Contact Detail		Account Fields Event Fields Contact Fields
	AE Event Summary Report
	Daily Task Report
Expenses	Account Expenses		Account Fields
	Stark II Budget		Contact Fields
	Expenses: by Marketer/User
	Total Expenses by User
	Itemized Expenses by User
Owner Change	Approve Owner Change
	Request Owner Change
Sales Productivity	Account Engagement		Account Fields
	Contact Engagement		Contact Fields
Users	Users Not Assigned to Sales Territory

 

 

PAC Reports

Report Group	Report Name	Customizable	Fields that CAN be added
Contacts and Accounts	Average Daily Census Budget
Conversion Ratio	Conversion Ratio: by Referring Account (Referrals)		Account Fields
	Conversion Ratio: by Primary Physician (Referrals)		Contact Fields
	Conversion Ratio: by Time Period (Referrals)		Account Fields
	Conversion Ratio: by User (Referrals)
Owner change	Approve Owner Change
	Request Owner Change
Referrals	Admits by Referral Owner by Primary Physician		Contacts Fields
	Admits by Referral Owner by Referring Person		Contact Fields
	Admits by Referral Owner by Referring Facility		Account Fields
	Rolling Three Week Admissions by Referring Facility		Account Fields
	Admission Totals by User by Date Range
	Referral to Admission Times: By User
	Trended Admits by Referral Owner by Referring Person		Account Fields
	Trended Admits by Referral Owner by Primary Physician		Contact Fields
	Trended Admits by Referral Owner by Referring Facility		Account Fields
Sales Productivity	Advanced AE Summary Report (Referrals)
	Detailed AE Account Activity Report (Referrals)		Account Fields Event Fields
	AE Detailed Account Productivity Report (Referrals)		Account Fields
	Sales Territory Summary Report (Referrals)
	Detailed Sales Territory Activity Report (Referrals)		Account Fields
	Detailed AE Contact Activity Report (Referrals)		Contact Fields
	AE Productivity Summary Report (Referrals)
	AE Detailed Contact Productivity Report (Referrals)		Contact Fields
Usage	Trend and Rank Report
	User Adoption and Usage Report (Referrals)

 

 

Supplier Reports

Report Group	Report Name	Customizable	Fields that CAN be added
Conversion Ratio	Conversion Ratio: by Referring Account (Orders)		Account Fields
	Conversion Ratio: by Primary Physician (Orders)		Contact Fields
	Conversion Ratio: by Time Period (Orders)		Account Fields
	Conversion Ratio: by User (Orders)
Orders	Deliveries by Order Owner by Referring Facility		Account Fields
	Deliveries by Order Owner by Referring Person		Contact Fields
	Trended Deliveries by Order Owner by Referring Facility		Account Fields
	Trended Deliveries by Order Owner by Referring Person		Contact Fields
	Trended Deliveries by Order Owner by Primary Physician		Contact Fields
	Rolling Three Week Deliveries by Referring Facility		Account Fields
	Deliveries by Order Owner by Primary Physician		Contact Fields
	Order Items by Order Owner by Referring Facility		Account Fields
	Order Items by Order Owner by Referring Person		Contact Fields
	Order Items by Order Owner by Primary Physician		Contact Fields
	Delivery Totals by Users by Date Range
	Order to Delivery Time: By User
Owner Change	Approve Owner Change
	Request Owner Change
Sales Productivity	Detailed Sales Territory Activity Report (Orders)		Account Fields
	AE Detailed Account Productivity Report (Orders)		Account Fields
	AE Detailed Contact Productivity Report (Orders)		Contact Fields
	Detailed AE Account Activity Report (Orders)		Account Fields Event Fields
	Detailed AE Contact Activity Report (Orders)		Contact Fields
	Sales Territory Summary Report (Orders)
	Advanced AE Summary Report (Orders)
	AE Productivity Summary Report (Orders)
Usage	User Adoption and Usage Report (Orders)