The Field Breakdown report is available on the following plans:
The Field Breakdown report is a dashboard that presents field values in a meaningful way. The report shows a breakdown of values captured for account, contact, and deal fields. Depending on the field selected, the report will display a table, pie chart, or bar chart. You may want to use this report to identify customer trends and patterns.
In this article:
How to access the Field Breakdown report
To access the Field Breakdown report:
- Click "Reports" located in the left menu.
- Click "Field Breakdown Report."
The Field Breakdown report will load. Contacts, phone, and last 7 days will be selected in the filters at the top by default.
How to use the Field Breakdown report
The top of the report includes different filter options that you can use to see field breakdowns by.
You can select to view fields by Accounts, Contacts, or Deals.
This filter will display a dropdown of standard and custom fields for the selected category. Note that Text area (allows multiple lines of text) is not available with this report.
You can use this to filter contacts, deals, or accounts that were created today, last 7 days, last 30 days, last 90 days, or set a custom date range.
Available for Deal fields only. You can filter deals that are Open, Won, or Lost.
Available for Deal fields only. You can select whether to view the breakdown report by Count (number of instances) or Values (selected currency value of a deal)
To use these filters, click the dropdown then click the option you wish to work with. Data will start to display right away. Note that you can only view one field at a time.
A visual representation of what you selected will display and data will refresh every hour.
The field type you select in this report determines how information is displayed:
|Field Type||Visual Format|
|Drop-down menu||Pie chart|
|Multi-selection list||Pie chart|
|Radio buttons||Pie chart|
|Check box(es)||Pie chart|
In the example below, we selected "Accounts" for the category, "Annual Revenue" for the field, and set a custom date range.
Because the field we selected is a money field, the breakdown is displayed as a pie chart:
How to export data from the Field Breakdown report
You can export data from the Field Breakdown report in order to share it with your team and stakeholders.
1. Hover your mouse over the report. You'll see three vertical dots appear to the top right.
2. Click the three vertical dots then click "Download Data."
3. In the modal popup, click the "File Format" dropdown and select the format you wish to download the data into. You can choose from CSV, TXT, Excel, JSON, HTML, or Markdown file.
4. Click the "Download" button.