Creating a companies report
Build an AI report on account-level churn risk, sentiment, and resolution rate.
Last updated: 1 min read
account churn reportB2B customer health reportcompany-level support analytics
Open Generate New Companies Report from Reports → New Report → From Companies. Its two tabs mirror the people report exactly — Priority Report (Top 5/10/15 ranked by churn risk, incidents and sentiment, with the same Timeframe/Churn Risk/Sentiment/Resolution filters) and Individual Report (search and select one specific company).
What you get
KPI cards (Companies, High churn risk, Avg sentiment, Resolution rate), a churn risk distribution chart, incidents-by-company chart, and a companies breakdown table.
Next steps
- Creating a people report — the full field-by-field walkthrough, same mechanics
- Tracking companies
Frequently asked questions
How is a companies report different from a people report?
They're built the same way — the companies report's two tabs mirror the people report exactly, just scoped to accounts instead of individual customers.
What tabs does the companies report dialog have?
Priority Report, which ranks your top accounts (Top 5/10/15) by churn risk, incidents, and sentiment, and Individual Report, where you search and select one specific company.
Can I filter a companies Priority Report by timeframe or churn risk?
Yes — it uses the same Timeframe, Churn Risk, Sentiment, and Resolution filters as the people Priority Report.
What do I get in a finished companies report?
KPI cards (Companies, High churn risk, Avg sentiment, Resolution rate), a churn risk distribution chart, an incidents-by-company chart, and a companies breakdown table.
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