Heap CRM Report Visualization and Google Visualization Data Source

You can now visualize your underlying data for both standard and advanced search reports in Heap CRM. Select "visualize" from list mode on the standard report or summery report in advanced search reports:

List Visualization-Cropped

Advanced Reports

You will see a visualization report that looks like this:

Reports Visualization

You can also take the data directly into Google Docs to perform custom visualizations:

List Visualization 2

Advanced Reports 2

Example custom visualization:

Visualization in Google Docs

Heap is also now a Google Visualization API data source. Which means you can analyze Heap data in numerous Google Visualization gadgets; you can even build your own. At the bottom of the advanced search report and report list you can copy this URL.

2 Responses to “Heap CRM Report Visualization and Google Visualization Data Source”

  1. John Says:

    I am not able to "Visualize".

    Per your instructions: "Select “visualize” from list mode on the standard report or summery report in advanced search reports:"

    I am not able to find an advanced search link anywhere in our HEAP implementation. I have found a couple places that appear to have "list mode", but no Visualize link.

    Can you please advise on how to take advantage of this feature?

    Thanks,

    -=John

  2. Ben Says:

    John, the advanced search link is in the reports tab where it says "Search Reports (beta)".

    If you click on any of the people icons (which lists the underlying data on the normal reports), you have an option to visualize. You don't, however, have an option to visualize when you have no data.

Leave a Reply