Account Reports

Overview

Accounts Reports give you visibility into the metadata you're collecting with your Account IDs and aggregated data for the Visitors in those Accounts. Depending on the Account metadata you're sending to Pendo, Account Reports can be used to view metadata from account profiles in your app, fields in CRM platforms, and product usage data in the same place.

Anyone in your subscription can create Account Reports and all the reports you can view are shown in the Account Reports tab on the Accounts page. An individual report will show all of the data you've selected, organized in columns, by Account ID. You can use tools in the report to export it as a CSV, refresh the data, edit the report, duplicate it, delete it, or subscribe to the report to receive it in a weekly email.

Related: Pendo 101: Accounts

 

Account Reports Tab

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The Account Reports tab shows all of the Account Reports you can view. Reports can be visible to Everyone or you can restrict them for only yourself. The columns include basic information like Name, Time Range of report data, who created it, Visibility of the report, which app is being queried, and which Segment the report targets.

Tip: Come up with a naming convention and sharing policy for reports for your subscription. Many users across multiple departments can create a lot of reports as they're analyzing Segments. Naming reports by department, project, or meeting and only sharing with Everyone when necessary will help keep the list of Account Reports manageable.

 

Create an Account Report

There are two ways to create an Account Report. The Account List on the Account Overview tab can be quickly saved as a report or a new report can be created from the Account Reports tab.

Create a Report from the Account List

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Click Save as Account Report in the Actions menu to save the current Account List as an Account Report. This is helpful when you're using the Overview tab to do a quick analysis of Accounts in a Segment and want to save the details for later or share it with someone.

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A Create Account Report form will pop up with the Filters and Account List Columns you've already selected. Give it a name, make any changes, and click Create Report.

You'll be taken to the Account Report page for your new report.

Create a Report from Account Reports

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Click + Create Report on the Account Reports tab to create a new report.

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Name the report and set the Visibility.

Select the Segment for your report from existing segments or create a new segment.

Select the App you want to pull data from if you have a multi-app subscription.

Select the Date Range for the data set.

Pick the Columns for your report. Columns will show the value for Account metadata or the amount for usage data for Visitors in an Account. Data that can be displayed in columns includes useful properties like number of Feature clicks, revenue metadata, or usage trends.

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Click Create Report to go to the Account Report page for your new report. Your new analysis will run automatically and your data will be display as soon as it's ready, usually within a few seconds. Complex reports querying large data sets may take slightly longer.

 

The Account Report

The Account Report page has all of the information available in your report with helpful tools for managing your report and accessing your data. The Report Summary outlines the data presented in the report. If you have an integration with Salesforce this will include the Salesforce Push option to send Account Report data to Salesforce.

Accounts shows all of the Account IDs that match your filters with columns displaying the data you queried for those Accounts. Click on an Account ID to bring up the individual Account's details. Click column headers to sort by information in that column.

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Report Tools

Several tools are available to help you access your data and manage your reports.

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Download CSV

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Download CSV creates a comma-separated values (CSV) file of your report. The file will contain all of the Account IDs and column values in CSV format.

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Re-run Report

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Re-run Report immediately processes your report again and display it with the most current available data. The values in the report are still subject to normal processing time for usage data in Pendo.

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Edit Report

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Edit Report opens up the Edit Report form where any of the filters and columns can be changed. 

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Duplicate Report

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Duplicate Report makes a new report with the Segment, app, date range, and columns of the original report. You can add to or edit the report you duplicate which lets you use any report as a template.

Click Duplicate Report to open a Create Account Report form with the details of the duplicate report. The default name is "Copy of [Existing Report Name]. All Filters and Columns will match the original report.

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The duplicate report's default visibility is set to Only Me. Update the visibility to Everyone to make your report public.

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Click Create Report to make the new report and go to the new Account Report page for your duplicate report.

Note: Don't forget to rename the new report or it will still start with "Copy of"!

 

Delete Report

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Delete Report will permanently delete the report from the subscription. If this report is visible to Everyone it will delete the report for all users. This cannot be undone. A popup will confirm the deletion.

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Subscribe to Report

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Subscribe will send the report to the email address in your Pendo user account every Monday morning, between 5:00AM and 8:00AM subscription time.

The Subscribed Reports email will include

  • Total count of report results
  • Percentage change from the previous week
  • Link to the report in Pendo
  • >First ten Accounts in the report
  • First three columns in the report

 

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Unsubscribe from a report by clicking the Unsubscribe button that will appear on the Report page for a report you're subscribed to. The Unsubscribe button replaces the Subscribe button in Report Tools.