Portfolio Report

Portfolio reports provide data based on a specific role or person for current, past, and future assignments.

Portfolio report scenarios

Refer to the following examples of portfolio report scenarios and their configuration:

Account executive with territory and currently assigned accounts

View all the accounts in territories assigned to a given person with the Account Executive role. Include the Named Type field to see whether any accounts have been marked as a named account or named exception.

Field	Configuration
Change State	`Proposed`
Columns	`Accounts: Account Name` (Accounts > Dimensions) `System Fields: Current Node` (Territory > Dimensions) `assignments: Employee Name` (Assignments > Dimensions) `assignments: Start Date` (Assignments > Dimensions) `assignments: End Date` (Assignments > Dimensions) `Accounts: Type` (Accounts > Dimensions) `System Fields: Named Type`(Accounts > Dimensions)
Role	`Account Executive`
Person	Select a person you want to focus the report on.

Account executive portfolio with specific assignment dates

View accounts, their territory, and assigned account executive. Use filters to exclude inherited assignments, and specify a range of start and end dates for the coverage assignments.

Field	Configuration
Change State	`Proposed`
Columns	`Accounts: Account Name` (Accounts > Dimensions) `System Fields: Current Node` (Territory > Dimensions) `assignments: Employee Name` (Assignments > Dimensions) `assignments: Start Date` (Assignments > Dimensions) `assignments: End Date` (Assignments > Dimensions) `Accounts: Type` (Accounts > Dimensions)
Role	Account Executive
Person	Select a person you want to focus the report on.
Filters	Add the following filters: `assignments: Is Inheritance` Operator: `equals` Value: `0` `assignments: Start Date` Operator: `between` Value: `02/01/2025 01/31/2026` `assignments: End Date` Operator: `greater than` Value: `10/28/2025`

Design a portfolio report

Create a report.
In the chart designer, select Portfolio Report from the right menu.
In the Chart Title field, type a unique name for the chart.
Note
If you don’t provide a name, the chart will populate a name.
Configure the following fields:
Note
Some entities require additional configuration when you drop them in the Dimensions or Measures field. If additional configurations are required, select the appropriate options and click Confirm.
Change State
Select a state of the data you want to view:
- Current: Displays the data in the current state of the node.
- Proposed (default): Displays the data in the proposed state.
- Difference: Displays the difference in the data between current state and proposed state.
Columns
Select entities like assignments, people, roles, and territory that will display in columns on the table of the portfolio report.
Note
At least one Account field has to be included in the report.
1. From the Entities menu on the left, search for dimensions and measures.
2. Drag and drop dimensions and measures to the Columns field.
Role (optional)
Limit the report data based on a role.
1. From the dropdown select a role.
Person (optional)
Limit the report data based on a person.
1. From the dropdown select a person.
Limit (default is 5000)
Change the range of data that displays for the report.
1. Type the range of data you want to display for the report.
Start
Change the date to the start date of period of time for the data you want to view.
1. Click the calendar.
2. From the dropdowns and calendar, select the month, year, and day.
End
Change the date to the end date of period of time for the data you want to view.
1. Click the calendar.
2. From the dropdowns and calendar, select the month, year, and day.
Filters (optional)
Add criteria to customize the filters for the data:
1. From the Entities menu on the left, search for dimensions and measures.
2. Drag and drop dimensions and measures to the Filters field.
3. In the Operator field, select the condition to filter the data by.
4. In the Value field, add the value to filter the data by.
Click Plot.