Reports Overview

Reports help you generate the information and metrics needed to assess the success of your partner program and engagement.

You can access the reports that are provided in Unifyr and tweak them to meet your own needs. You can also create and save your own and provide them for the other members of your organization to use. 

Once you have your reports ready, you can set up dashboards that display groups of reports and other information. These can be distributed to stakeholders to give them access to the up to date information they need in a single location. For information on providing dashboards of information for your organization, see Creating Dashboards.

For information on distributing reports and dashboards, see Exploring, Personalizing, and Distributing Reports and Dashboards.

Before You Begin

Before creating reports, it is recommended that you analyze your available data and how you want to use and present it. The goal of any data analysis is to learn more, draw conclusions, and recommend changes that will improve performance. Before creating your report set, you may want to begin your analysis process with this four-step process:

1. What questions does the data need to answer? For example:
   • How is my partner program doing?
   • Which pages in the partner portal are being used, and which aren't?
   • What are my partners' marketing trends?
   • How strong is X partner's pipeline?
2. What data do you want to gather?
3. What is the best and most informative way to display the data?
4. What do your stakeholders need to see to carry out their own tasks, and how often do they need it?

Related Topics

• Creating Dashboards
• Exploring, Personalizing, and Distributing Reports and Dashboards