Reports in your new workspace

Overview

A workspace set up during onboarding doesn’t start with empty dashboards. It comes with a Reporting section, a Team view on each hub, and filter bars, all built from the objects and fields your setup has. Rename or remove any of it like any other page.

Want to look around first? If you asked for a sample sandbox during setup, open it. It holds sample records, sample teammates and their calls, so every report below has something to show. See Sandboxes.

What you get

Page	What it shows
Reporting → Overview	Four headline numbers and the charts that matter most for your setup.
Reporting → Full cycle	Your customer lifecycle stage by stage, plus what each turn of the loop brings back (new customers, renewals, churn).
Reporting → Revenue	Booked, pipeline and deal size when you track deals; total, average, renewing and at-risk ARR when you track accounts. Then ARR by stage, owner, industry and renewal month, and the accounts renewing this quarter.
Reporting → Customer health	Health, risk and the accounts that need attention, when your setup tracks health, tickets or renewals.
Reporting → Team	A view per team: four team-wide numbers, then a table with one row per teammate.
Reporting → Team → Coaching	Every teammate’s calls, reviews, call score and AI score, the Call Score Trend and Weakest Criteria.
A Team view on each hub	The same per-teammate table, scoped to the team that does that job.

A report only appears if your setup has the fields it needs. A setup with no deals gets account-based Revenue numbers, not empty pipeline charts.

Filter bars

Each hub and the Overview, Revenue and Customer health pages have a filter bar along the top:

Page	Filters
Sales Hub	Close date, Owner
Support Hub	Opened, Priority, Assignee
Success Hub	Renewal date, Health, Owner
Implementation Hub	Go-live date, Phase, Lead
Marketing Hub	Started, Channel, Owner
Overview, Revenue, Customer health	Owner, Industry

Pick Me under Owner to see only your work. A filter narrows every block on the page that has that field. A card that names its own period or value (“Booked this quarter”, “Red accounts”) keeps it. The per-teammate tables and coaching charts use their own date range instead.

Who sees it

Everyone can view the Reporting section and Leadership can edit it, so managers can change reports without opening them to everyone. Change it under Permissions like any section.

Troubleshooting

Symptom	Likely cause	Fix
A Team table has one row of zeros	Only you are in the workspace, or your teammates own no records yet	Invite teammates, and set the owner field on records.
Coaching charts are empty	No calls have been reviewed	Review calls on their coaching panel, or open the sample sandbox to see them filled in.
A filter doesn’t change a block	The block’s object doesn’t have that field, or the block already pins it	Expected. Add the filter to the block from its settings to link it.
A report you expected isn’t there	Your setup doesn’t have the field it needs	Add the field to the object; then add the block from the block picker.

Reporting overview

Every chart and how to configure it.

Team performance

The per-teammate table.

Sandboxes

Try changes safely first.

Coaching scorecards

How calls are reviewed.

Getting started

Onboarding

Apps

Settings

Use Cases

Recipes

Best Practices

Reports in your new workspace

Overview

What you get

Filter bars

Who sees it

Troubleshooting

Reporting overview

Team performance

Sandboxes

Coaching scorecards

​Overview

​What you get

​Filter bars

​Who sees it

​Troubleshooting

​Related

Reporting overview

Team performance

Sandboxes

Coaching scorecards

Overview

What you get

Filter bars

Who sees it

Troubleshooting

Related