A report is a collection of data that is acquired from the master data. Use reports to gain meaningful insights into your business data and business outcomes. In Customer 360 SaaS, you can use reports to display information about your records.
Customer 360 SaaS comes bundled with predefined reports that provide information about predefined criteria. For example, the predefined report called Customer Distribution by State displays the total number of customers distributed across a geographical region. You can use this report to improve sales in geographical regions with few customers. The reports are displayed in a tabular format, as rows and columns in Customer 360 SaaS.
You can create custom reports and view the report data instantly without publishing them. The report data appears in the report table based on the dimensions and measures. You can create different types of custom reports based on the data that you use. You can't create reports based on dynamic fields.
After you create a report, you can visually represent the report data as charts. You can then add the charts to widgets on the Home page dashboard. You can also drill down into the custom charts associated with their drill-down reports.
You can create merge history activity reports that display information about the number of source records merged to form master records.