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Company

Add attributes to account-level profiles.

Updated over 5 months ago

In the Company settings page, you can add more attributes to account-level profiles by blending data from other reports.

Navigating the UI

  • In the Source section, select a Report Type and the source Report with the attributes that you want to add.

  • Click Filters if you only want to import a subset of data from the source report.

  • In Company - Report Connection section, select a field from the account profile on the left dropdown that will serve as the identifier for the company.

  • Select a company identifier from the dropdown menu on the left. Using the dropdown menu on the right, select a column in the source report that will be used to link new attributes to the account profile configuration.

  • In Fields to be included, click +Add to add new account profile attributes. Select fields in the source report to add more attributes to account profiles.

  • Click Save.

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