Help & Training

18 Reports and 2 Dashboards Available

Reports and dashboards are available to help optimize your use of MarketLink for Salesforce and view the updates we have made in Salesforce.

Reports

There are 18 reports available to assist you in using all app features. Below is a list of all reports:

1. Accounts Added:

   Show all New Firms added as new Accounts by ISS - Institutional Shareholder Services

2. Accounts Added in Current & Previous CQ:

   Show all New Firms added as new Accounts by ISS - Institutional Shareholder Services in the current and previous CQ

3. Accounts Updated:

   Show all Accounts updated by ISS - Institutional Shareholder Services

   

4. Accounts with IDs:

   Show all Accounts with Firm CRDs/Branch IDs summarized by ISS - Institutional Shareholder Services update status

5. Accounts with Inactive IDs:

   Show all Accounts inactive in the financial services industry

6. Accounts with Update Available by Owner:

   Show all Accounts with an update available summarized by Account Owner

   

7. Contacts Added:

   Show all New Reps added as new Contacts by ISS - Institutional Shareholder Services

8. Contacts Added in Current & Previous CQ:

   Show all New Reps added as new Contacts by ISS - Institutional Shareholder Services in the current and previous CQ

9. Contacts Updated:

   Show all Contacts updated by ISS - Institutional Shareholder Services

10. Contacts with CRDs:

    Show all Contacts with CRDs summarized by ISS - Institutional Shareholder Services update status

11. Contacts with Inactive CRDs:

    Show all Contacts inactive in the financial services industry

12. Contacts with Update Available by Owner:

    Show all Contacts with an update available summarized by Contact Owner

13. Leads Added:

    Show all New Reps added as new Leads by ISS - Institutional Shareholder Services

14. Leads Added in Current & Previous CQ:

    Show all New Reps added as new Leads by ISS - Institutional Shareholder Services in the current and previous CQ

15. Leads Updated:

    Show all Leads updated by ISS - Institutional Shareholder Services

16. Leads with CRDs:

    Show all Leads with CRDs summarized by ISS - Institutional Shareholder Services update status

17. Leads with Inactive CRDs:

    Show all Leads inactive in the financial services industry

18. Leads with Update Available by Owner:

    Show all Leads with an update available summarized by Lead Owner

Dashboards

Dashboards visually present you with an overview of updates made by MarketLink for Salesforce. Below are the two dashboards that summarize many of the above listed reports:

• ISS - Institutional Shareholder Services Firm and Rep Updates

• ISS - Institutional Shareholder Services Firm and Rep Pipeline

All reports and dashboards are customizable and can be used as a template for any report or dashboard that you need created. We suggest when changing filters or adding and removing columns that you use Save As to keep the original intact.