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Report Type: Leads with Bizible Touchpoints - Inclusive

Last Updated: Feb 05, 2016 10:06AM PST

Out of the box you have many reporting capabilities at your fingertips from Bizible, but there are some additional report types we recommend building.

Here we’ll be walking through creating an inclusive Leads with Bizible Touchpoints report type.

 
  1. Starting off, navigate to your Setup option within Salesforce. From there, expand the “Create” grouping and select “Report Types”.

     

  2. From there, you will select, “New Custom Report Type”.

     

  3. Set the primary object as “Leads” and within the “Report Type Label” input “Leads with Bizible Touchpoints - Inclusive”. Store the report within the “Leads” category and change the deployment status to “Deployed”. Then select “Next”.

     

  4. For the object relationships, select the “Bizible Persons” object as the secondary object. Select the A to B relationship as, “Each ‘A’ record must have at least one related ‘B’ record. From there, you will relate the “Bizible Touchpoint” object and select the same relationship between the B and C objects.

     

  5. Save and start building some reports!

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