The Account Report

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The Account Report is the profile view for a single account. It pulls together Act-On behaviour data and CRM data to show you every lead and contact associated with the account, their combined activity on a single timeline, and a roll-up score for the whole account. If the Contact Report is the file on one person, the Account Report is the file on the whole company.

Who does this: Marketing ops investigating account engagement; sales reviewing pipeline-ready accounts
Time needed: 5 minutes to orient; longer if you're using it to investigate or prep for a meeting
Why this matters: When three different people at the same company engage with your marketing, looking at three separate Contact Reports doesn't tell you what's happening at the account. The Account Report combines those signals so you can see the account-level story - who's engaging, on what, and whether the account is warming up as a unit.
In plain English: It's the Contact Report, but for an account. Same tabs - Summary, Timeline, Contacts, Associations, Info - just aggregated across everyone at the company.
Prerequisites: The Account Report requires the Account-Based Marketing module and relies on record relationships from a CRM sync with Salesforce, Zendesk Sell, SugarCRM, or Microsoft Dynamics CRM. If your sync has not been configured on the Connectors or Data Management pages, the Account Report won't be available.

The profile section at the top of the report stays visible while you move between tabs. The menu to the right of the account name lets you print the report or send a new message to every lead and contact associated with the account in your CRM. If ABM is configured, the Scorecard shows the cumulative account score. If it reads "Click to Setup," follow the instructions in Account-Based Marketing.

Accessing the report

You can open the Account Report from:

If you want sales to be able to open the Account Report directly from an account record in your CRM, follow the instructions in the CRM Customization Toolkit.

Summary tab

The Summary tab shows a count of every behaviour and activity recorded for the account, organised by type. Click a behaviour category card to jump to a filtered Timeline view showing only that activity type.

Summary tab

Scores in the dashboard vs the report: The score on the Accounts Dashboard shows only the combined or average behaviour (lead) score for an account. The score inside the Account Report shows the combined or average of both profile and behaviour scores for every record at the account.

Timeline tab

The Timeline tab is a cumulative history of every behaviour across every lead and contact at the account, in chronological order. Each activity is tagged with the contact's name, so you can see which person at the account was responsible. Use the filter in the top-right corner to narrow by behaviour type or by lead/contact name. By default, every activity from every contact is shown.

Timeline tab Timeline tab filter

Contacts tab

The Contacts tab lists every lead and contact at the account. Select one or more contacts to email them together. The Actions menu for each contact lets you send an individual email or open the Contact Report.

Contacts tab

Associations tab

The Associations tab lists every Salesforce-synced related record type except Leads and Contacts - typically Opportunities and Campaigns. Open the Actions menu next to any record to see its fields and values in a tabular view. The values are read-only so you can't accidentally change anything in Salesforce from here. Seeing those fields is often useful when you're crafting or troubleshooting segmentation rules that lean on CRM data.

Note: The Associations tab is supported for Salesforce CRM only.

Info tab

The Info tab shows every synced field and value attached to the Account record in a tabular view. Unlike the Contact Report, these values are read-only - a precaution against unintended downstream changes in your CRM.

Next steps

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