Creating custom reports in Enlyft for B2B account based marketing strategies

If you’re running B2B account based marketing (ABM), you already know the pain: too much data, not enough answers. Out-of-the-box dashboards rarely fit your actual strategy, and exporting endless CSVs just to wrangle in Excel gets old fast. This guide is for marketing and sales folks who need to cut through the noise and build custom reports in Enlyft that actually help win accounts—not just tick boxes.

If you’re hoping for a magic button, sorry. But if you want practical steps to create custom reports in Enlyft, see what’s worth your time, and avoid common headaches, you’re in the right place.

Why bother with custom reports in Enlyft?

Enlyft promises deep company insights—technographics, firmographics, buying signals, and more. But none of that means much unless you can slice, dice, and surface the bits that actually drive action for your ABM plays.

Here’s where custom reports matter:

  • Focus: Zero in on the accounts and signals that match your real-life sales motions.
  • Alignment: Get sales, marketing, and leadership looking at the same numbers (and stop arguing about what counts).
  • Iteration: Test, learn, and tweak your approach instead of flying blind.

Out-of-the-box isn’t useless, but it’s generic. For ABM, you need custom.

Step 1: Know what you actually need to report on

Before clicking anything in Enlyft, get clear about what you want to see. Otherwise you’ll waste hours fiddling with filters and columns.

Start with these questions:

  • Who are my target accounts (by segment, vertical, or tier)?
  • What signals really matter? (Tech stacks, recent hires, intent data, etc.)
  • What outcomes am I trying to measure? (Pipeline velocity, meeting booked, account engagement)

Pro tip: Don’t try to report on everything. Pick 2–3 metrics that actually move the needle for your ABM program.

Step 2: Build your target account list(s) in Enlyft

Custom reports are only as good as the lists they pull from. Here’s how to get practical:

  1. Import or create your account list.

    • Upload a list of target companies (CSV works fine).
    • Or, use Enlyft’s filters to build a segment by industry, size, tech used, etc.

  2. Tag or label accounts.

    • Use tags for tiers (A/B/C), verticals, or specific campaign cohorts.
    • This helps later when you want to slice reporting by group.

  3. Enrich your data.

    • Pull in extra firmographic or technographic fields if you want to report on them.
    • Don’t go overboard—more columns mean more clutter.

What to skip: Don’t bother building lists for every possible segment out of FOMO. Start with your priority targets, refine as you go.

Step 3: Choose your dimensions and metrics

Enlyft has a lot of data points. Some are gold, some just look shiny.

Useful dimensions for ABM: - Industry or vertical - Company size (employees, revenue) - Tech stack (e.g., using Salesforce, Azure, etc.) - Location/region - Account tier or segment

Useful metrics: - Intent signals (recent research, hiring, tech adoption) - Engagement (email opens, meetings set—if tracked in Enlyft) - Last activity date / next action

What’s not worth it: - Vanity metrics (like “total companies viewed” if nobody cares) - Ultra-granular fields that only confuse sales

Pro tip: For most teams, less is more. You want a fast read, not a data dump.

Step 4: Build the custom report in Enlyft

Here’s the step-by-step for actually creating your custom report. (Note: Enlyft changes its UI now and then—expect minor differences.)

  1. Navigate to “Reports” or “Custom Reports.”

    • Usually found in the main nav or under “Analytics.”

  2. Start a new report.

    • Click “Create new report” (or similar).

  3. Select your data source.

    • Pick your target account list(s) or saved segments.

  4. Choose your columns.

    • Add only the dimensions and metrics you decided on earlier.
    • You can usually drag/drop or check boxes for fields.

  5. Set filters.

    • Example: “Show only accounts in North America using HubSpot.”
    • Layer filters for more precise views—but don’t get lost in filter-ception.

  6. Group and sort.

    • Group by tier, industry, or owner if that helps your team.
    • Sort by hottest intent, last activity, or next action.

  7. Save the report.

    • Give it a clear, specific name (e.g., “Tier 1 SaaS Accounts with Buying Signals – Q2”).
    • Set sharing permissions if you want others to access it.

What works: Simple, targeted reports your team can actually use in meetings.

What doesn’t: Monster spreadsheets with 30+ columns nobody reads.

Step 5: Share and act on your custom report

A report is only as good as the actions it inspires. Here’s how to make it useful:

  • Schedule regular reviews. Weekly or biweekly is plenty—don’t let it go stale.
  • Export or share access. Export to Excel/Sheets if your team prefers, but try to keep folks in Enlyft if possible (less version confusion).
  • Highlight changes. Call out new accounts, big intent spikes, or dropped opportunities.
  • Collect feedback. Ask sales and marketing what actually helps and what’s just clutter.

Pro tip: If nobody looks at your report after a week, it’s a sign to simplify or refocus.

Step 6: Iterate—don’t try to get it perfect

Nobody nails their custom reports the first time. Data needs change, teams evolve, and what matters this quarter might not next quarter.

  • Start small. One or two focused reports beat a dashboard jungle.
  • Refine over time. Add/remove fields, tweak filters, and adjust frequency based on real feedback.
  • Document as you go. Keep a simple doc with what each report is for and who uses it.

What to ignore: Fear of missing out on “advanced” features. Most teams never use 80% of the bells and whistles.

Real-world tips and honest takes

  • Don’t overthink visualizations. Pie charts look nice, but lists and tables are usually what sales actually wants.
  • Beware of data overload. More data points = more confusion, unless you have a specific use for each.
  • Automation is great, but… Don’t set up auto-email reports nobody reads. Check that your team finds them helpful.

Reality check: Custom reports aren’t magic. They make it easier to see what’s working (or not), but they don’t close deals for you.

Wrapping up

Keep your custom Enlyft reports simple, focused, and actionable. Start with what you actually need, build reports that help real humans do real work, and don’t be afraid to trim the fat. Iterate as your ABM strategy evolves, and remember: the best report is the one your team actually uses.

Cut through the noise, ignore the hype, and let your data support your next smart move.