Engagio provides a few out-of-the-box reports that help get you started. 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


Account Reports

1. Accounts with No Engagement

Which accounts have no engagement over the last 3 months?

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2. MQAs with no Sales Touches

Which Marketing Qualified Accounts have no Sales Touches over the last two weeks?

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Person Reports

1. Newly Added People

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2. Newly Engaged People

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Activity Reports

1. Website Visitors this Week

Which people have been visiting our website this week?

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2. Yesterday's Engagement

What were the top activities yesterday?

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3. Yesterday's Marketing Engagement

What were the top Marketing activities yesterday?

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Opportunity Reports

1. Open Opps with No Sales Touches

Which Opportunities have no Sales Touches over the last two weeks?

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