Placement Relationship reporting is designed to support split amount reporting and provide flexibility in how users analyze placement data.
Key Features
Custom Reports – Build your own reports by selecting the Relationship option in the metric dropdown.
Pre‑configured Chart – Use the Split Amount by Placement chart for quick insights.
Detailed Analysis – Report on split totals per individual.
Filtering Options – Narrow results by Opportunity, Company, and/or Placement.
What's Next?
Learn more about the Reports Crelate offers below with our Reporting Master Guide!