How to Create a Summary Report

Summary Reports

Spinify pulls data from Summary Reports in Salesforce stored in a folder called "Spinify Reports". The report should be summarized based on the Owner that you want the scores to apply to, this typically is the Owner of the record, but could be the CreatedBy, or a custom lookup field to a different user such as the BDR of the deal.

Create Report

1. Create a new report.

2. Choose the format "Summary" or select the grouping field to be "OwnerID", this can be any user lookup field you have in Salesforce.

3. Summarize the field that you want to include in the leaderboard, such as Amount. 

4. Choose the date range for the leaderboard, such as "This Month"

This Salesforce article outlines how to create Summary Reports in the various versions on their system: https://help.salesforce.com/articleView?id=reports_builder_fields_summaries.htm

5. Save the report in a report folder called "Spinify Reports".

Saving Report / Accessing Report in Spinify

Spinify accesses all reports in a folder labeled "Spinify Reports" to keep it easily organized when creating leaderboards.

If you have other reports in folders other than "Spinify Reports" that you want to run leaderboards on, we recommend saving a copy in the "Spinify Reports" folder if you do not want to move the report to the other folder.

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