Create Reports


Personalised reports

Reports were designed for your use during a call or a meeting: save snippets from your Tactic Insights for carefully selected and arranged information in one place.


  1. On the right-hand side of the Results tab, click on Reports NEW, then + to create a new report. You'll see your page layout change when you're in report-building mode. Your Insights are all on the left-hand side of the screen, in the same order as they appear on the Results tab.
  2. To add any Insights to the report, hover over a person or snippet and select the option Add to report.
  3. To go back to the main Results tab, click the X in the top-right corner.

Your report will be accessible via the right-hand sidebar whenever you need it. To delete a report, click into it and click the ellipsis (...) in the top-right corner, then delete.