Reporting

Common Custom Report Uses

This article highlights the most commonly used data views in Sonar for building custom reports, including consolidated transaction history, account status snapshots, churn reporting, MRR, and custom field data. Use it as a starting point when building a report instead of starting from scratch.

Jennifer Trower
Updated by Jennifer Trower

Enhanced Business Intelligence - Tips & Tricks for Advanced Users

In this article, some caveats and suggestions for getting the most out of your BI Reporting through some advanced tips and tricks.

Mitchell Ivany
Updated by Mitchell Ivany

How To Enhance Your Reporting With Custom Field Data

This article will explain how you can use data contained within custom fields on various entities in your instance in order to provide more specificity to your generated Business Intelligence reports.

Mitchell Ivany
Updated by Mitchell Ivany

How to Unpublish a Report or Dashboard

This article answers the most common questions about unpublishing reports and dashboards in Sonar, including how to request an unpublish and what information to provide.

Jennifer Trower
Updated by Jennifer Trower

Managing Scheduled Reports

This article covers how scheduled reports work, how to manage recipients and deliveries, and what to do when a scheduled report fails.

Jennifer Trower
Updated by Jennifer Trower

Report Licenses

This article provides information on report licenses - what they are, what they include, and how you can obtain them for users within your instance.

Jennifer Trower
Updated by Jennifer Trower

Reporting Time Zone Behavior

This article explains how Sonar applies timezones to reports and why report numbers may not match your local-time expectations.

Jennifer Trower
Updated by Jennifer Trower

Sonar's Business Intelligence: Overview

This article provides a brief overview of Sonar's Business Intelligence tool, including how to access reports and the related learning resources available.

Kristen Fiddes
Updated by Kristen Fiddes

Understanding Sonar Reports

This article will help illustrate the differences between various reports that exist by default in your Sonar instance, and how they can be used to improve your experience and accelerate your organization's growth.

Mitchell Ivany
Updated by Mitchell Ivany

Using Sonar DataConnect to Connect BI Applications with Your Sonar Instance

This article will guide you through requesting your database credentials from Sonar, and importing them into your own BI tool(s), providing you with the ability to leverage the powerful data Sonar stores for your business in the comfort of your preferred software.

Mitchell Ivany
Updated by Mitchell Ivany

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