Reporting on Relationships/Splits

How to Report on Relationships/Splits

Kyle Kroeger avatar
Written by Kyle Kroeger
Updated over a week ago

Placement Relationship reporting abilities have initial focus on supporting split amount reporting. Users can craft their own reports using the Relationship option in the metric dropdown or use the pre-configured ‘Split Amount by Placement’ chart. These reports will allow users to report on split totals per individual and filter by Opportunity, Company, and/or Placement.

What's Next?

Learn more about the Reports Crelate offers below with our Reporting Master Guide!

Did this answer your question?