Group Person Reports by Attribute group-person-reports-by-attribute

You can group your person reports by any person or company attribute.

  1. Go to the Marketing Activities (or Analytics) area.

  2. Select your person report from the navigation tree and click the Setup tab.

  3. Double-click Group People by.

    note note
    You can also group your person reports by segment.

    In the Group People by dialog, select the person or company attribute to use for grouping.

    note tip
    If you choose an attribute that has a numeric value, such as Created At or Annual Revenue, select the metrics from the Units drop-down on the right.

    That’s it! Click the Report tab to see your report grouped accordingly.

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