Default Configurations for Out of the Box Reports
Engagio provides a few out of the box reports that help get you started with Alerting. You can configure any of the out of the box reports and if you don't like the configurations that you have set, you can revert back to the default settings.
Below are details for the configurations for each of the out of the box reports. The description of the report is directly below the title which is followed by a screenshot of the Report Layout and Report Selector.
Note: Resetting a Report to its default settings is only available for the System Reports detailed below. To quickly find these reports, navigate to the Reports list and filter by Report Owner = "System"
Out of the Box Reports
What were the top activities yesterday?
Yesterday's Marketing Engagement
What were the top Marketing activities yesterday?
New Marketing Qualified Account!
Website Visitors this Week
Which people have been visiting our website this week?
Open Opps with No Sales Touches
Which Opportunities have no Sales Touches over the last two weeks?
MQAs with no Sales Touches
Which Marketing Qualified Accounts have no Sales Touches over the last two weeks?
Accounts with No Engagement
Which accounts have no engagement over the last 3 months?
Key Asset Download
Someone just downloaded a key asset!