HTML Reports

Users can create custom HTML reports to display content from CRM databases. The available reports are listed by their specific libraries.

MyInsights v2.0

Source Files

Users can now download the source files for Territory Insights, Account Plan Dashboard, and KOL Profile. The source files enable the user to customize HTML Reports.

Report Name Report File Source File
Homepage - Territory Insights File Territory Source
Account Plan Dashboard File KAM Source
Approved WeChat Dashboard File Approved WeChat Source
KOL Custom HTML Profile File KOL Source
Account Sales Dashboard File Account Sales Source
Interaction Summary File Interaction Summary Source
Inventory Monitoring Dashboard File Inventory Monitoring Source
Medical Dashboard File Medical Source

Note : The JavaScript libraries are not included in the source files. See JS Libraries in the top menu.