RepGroup Admins
For RepGroup Admins that subscribed to mtView, we have arranged a mapping table of the reports that you can continue to use with your Advanced Reports subscription.
| mtView Report Name | Advanced Report Name | Notes: |
|---|---|---|
| 2. YTD Comparison | Sales Analysis Date Range Comparison | You can add up to 3 dates with the new version of Sales Analysis! |
| 3. Agency Commission Comparison | Commission Date Range Comparison | |
| 4. YTD Comparison Overview | Sales Analysis Date Range Comparison | |
| 5. Customer Detail Report | Customer Overview Report | We will continue to add new metrics that provide Brand-New insights on our new Customer Health Report! |
| 7. Customer List by Category | Sales Analysis Booked vs Shipped | All Sales Analysis and Advanced Reports can now be run by Retailer Category! This specific report measured Bill To/ShipTo/Contact info, and provided both Ordered and Invoiced $ amounts, so the Booked Vs Shipped 3 level is the best replica. Standard Reports will receive this filter when that section has been updated |
| 8. Top Selling Items | Top Selling Items | This report will move to Standard Reports when that section has been updated |
| 9. Sales Rep Activity | Flash Report | This report was built in mtView to replicate the report view known as the "Flash Report" from Brandwise |
| 10. B2B Customer Analytics | B2B Customer Health | |
| 12. Agency Supplier Order Delivery | Manufacturer Information Report | We aim to offer this report on the Manufacturers page to all users in the future |
| 13. Sales By State | Sales Analysis Standard View | Choose Bill To State or Ship To State, depending on your preference! |
| 15. Salesperson Commission Detail | Commission by Order Report | We renamed this report to more clearly display its purpose |
| 16. Customer Book | Customer Overview Report | This report had nearly 0 usage and is completely redundant |
| 17. Sales Analysis | Sales Analysis | |
| 18. Monthly Bookings by Customer | Monthly Sales Analysis (Coming Soon) | Though there is nearly 0 usage, we believe there is independent value in an enhanced experience |
| 19. Customers with orders by Salesperson | Sales Analysis Standard | |
| 21. New Accounts | Dashboard | You can view this information on your dashboard today, and this experience will be enhanced in the near future. |
| 22. Sales Comparison | Sales Analysis Date Range Comparison | |
| 23. Has Not Purchased Report | Customer Health Report (Coming Soon) | Though there is nearly 0 usage, we believe there is independent value in an enhanced experience |
| 24. Salesperson Territory | Territory Division Overlap Report/Zip Code Overview Report (Coming Soon) | Though there is nearly 0 usage, we believe there is independent value in an enhanced experience |
| 25. Direct Order Only Customers | Customer Health Report (Coming Soon) | Though there is nearly 0 usage, we believe there is independent value in an enhanced experience |
| 26. Sales Agency Orders Outstanding | Orders Outstanding | This report will move to Standard Reports when that section has been updated |
| 28. Booked vs Shipped Comparison | Sales Analysis Booked Vs Shipped | |
| 31. Incomplete/Open Orders | Sales Analysis Standard | |
| 33. Inventory Sheet | Inventory Report | This report has been greatly enhanced to consider the Customer's real inventory if their MarketTime account is connected to Shopify, and brings back the ease of use from the Brandwise Inventory Report |
| 34. Customer Account Trend Details | Customer Health Report (Coming Soon) | Though there is nearly 0 usage, we believe there is independent value in an enhanced experience |
| 38. Customers By Salesperson | Salesperson Customer List (Coming Soon) | |
| 39. Contact Information for Customers | Salesperson Customer List (Coming Soon) | |
| 40. Abandoned Carts | B2B Abandoned Carts | |
| 41. Salesperson Customer Divisions | Zip Code Overview Report | Though there is nearly 0 usage, we believe there is independent value in an enhanced experience |
Some reports that were available in mtView were not Rebuilt and do not have an accompanied report. Below is that list, along with a brief explanation of why.
| mtView Report Name | Notes |
|---|---|
| 1. Sales Agency Executive Overview | Most of the information on this report can be found across our various new Report features. However, the Customer Map is not functionality that is currently available in MarketTime. We greatly value a Map-based report functionality, and acknowledge that many users are currently using a 3rd Party Solution to drive their map-based reporting needs. We are continuing to evaluate the proper feature enhancement in order to meet our customers need for a Map. |
| 6. Sales Agency Executive Overview 2 | Most of the information on this report can be found across our various new Report features. However, the Customer Map is not functionality that is currently available in MarketTime. We greatly value a Map-based report functionality, and acknowledge that many users are currently using a 3rd Party Solution to drive their map-based reporting needs. We are continuing to evaluate the proper feature enhancement in order to meet our customers need for a Map. |
| 11. Customer Map | The Customer Map is not functionality that is currently available in MarketTime. We greatly value a Map-based report functionality, and acknowledge that many users are currently using a 3rd Party Solution to drive their map-based reporting needs. We are continuing to evaluate the proper feature enhancement in order to meet our customers need for a Map. Due to redundancy, this report had a very low usage rate |
| 14. Inactive Customer Details | This report has nearly 0 usage and does not provide any metric that is not already available elsewhere in MarketTime |
| 20. Daily Sales Statistics | This report was designed as the clone of a Custom Report for one customer. The clone was not adopted and has very low usage. |
| 27. Agency Sales Capsule Report | This report has nearly 0 usage and does not provide any metric that is not already available elsewhere in MarketTime |
| 29. Weekly Scorecard | This report has nearly 0 usage and does not provide any metric that is not already available elsewhere in MarketTime |
| 30. Aggregated Order Map | The Customer Map is not functionality that is currently available in MarketTime. We greatly value a Map-based report functionality, and acknowledge that many users are currently using a 3rd Party Solution to drive their map-based reporting needs. We are continuing to evaluate the proper feature enhancement in order to meet our customers need for a Map. This report, specifically, has 0 usage |
| 32. Salesperson Top Performers | This report has nearly 0 usage and does not provide any metric that is not already available elsewhere in MarketTime |
| 35. Inactive Customer Alert | This report has nearly 0 usage and does not provide any metric that is not already available elsewhere in MarketTime |
| 36. Performance Comparison to MarketTime Industry Index | This report has 0 usage. We have elected to remove support for the MarketTime Industry Index as of 09/22/2026 due to lack of usage |
| 37. Company Commission Comparison | This report has nearly 0 usage and does not provide any metric that is not already available elsewhere in MarketTime |
Salespeople
For Salespeople that subscribed to mtView, we have arranged a mapping table of the reports that you can continue to use with your Advanced Reports subscription.
| mtView Report Name | Advanced Report Name | Notes: |
|---|---|---|
| 1. Customer Detail Report | Customer Overview Report | |
| 2. Customer List by Category | Sales Analysis Standard | All Sales Analysis and Advanced Reports can now be run by Retailer Category! This specific report measured Bill To/ShipTo/Contact info, and provided both Ordered and Invoiced $ amounts, so the Booked Vs Shipped 3 level is the best replica. Standard Reports will receive this filter when that section has been updated |
| 3. YTD Comparison Overview | Sales Analysis Date Range Comparison | |
| 4. Top Selling Items | Top Selling Items | This report will move to Standard Reports when that section has been updated |
| 5. Sales Rep Activity | Flash Report | This report was built in mtView to replicate the report view known as the "Flash Report" from Brandwise |
| 7. Supplier YTD | Date Range Comparison | You can add up to 3 dates with the new version of Sales Analysis! |
| 8. B2B Customer Analytics | B2B Customer Health | |
| 9. Sales By State | Sales Analysis Standard | Choose Bill To State or Ship To State, depending on your preference! |
| 12. Sales Analysis Report | Sales Analysis | |
| 13. New Accounts | Dashboard | You can view this information on your dashboard today, and this experience will be enhanced in the near future. |
| 15. Booked vs Shipped Comparison | Sales Analysis Booked vs Shipped | |
| 17. Monthly Bookings by Customer | Monthly Sales Analysis (Coming Soon) | Though there is nearly 0 usage, we believe there is independent value in an enhanced experience |
| 18. Inventory Sheet | Inventory Report | This report has been greatly enhanced to consider the Customer's real inventory if their MarketTime account is connected to Shopify, and brings back the ease of use from the Brandwise Inventory Report |
| 19. Customer Account Trend Details | Customer Health Report (Coming Soon) | Though there is nearly 0 usage, we believe there is independent value in an enhanced experience |
| 20. Has Not Purchased Report | Customer Health Report (Coming Soon) | Though there is nearly 0 usage, we believe there is independent value in an enhanced experience |
Some reports that were available in mtView were not Rebuilt and do not have an accompanied report. Below is that list, along with a brief explanation of why.
| mtView Report Name | Notes |
|---|---|
| 6. Customer Map | The Customer Map is not functionality that is currently available in MarketTime. We greatly value a Map-based report functionality, and acknowledge that many users are currently using a 3rd Party Solution do drive their map-based reporting needs. We are continuing to evaluate the proper feature enhancement in order to meet our customers need for a Map. |
| 10. Inactive Customer Details | This Report has 0 Usage and does not provide any metric that is not already available elsewhere in MarketTime |
| 14. Aggregated Order Map | The Customer Map is not functionality that is currently available in MarketTime. We greatly value a Map-based report functionality, and acknowledge that many users are currently using a 3rd Party Solution do drive their map-based reporting needs. We are continuing to evaluate the proper feature enhancement in order to meet our customers need for a Map. |
| 16. Outstanding Report | This report was rebuilt, and could be administered to Salespeople, but due to its near 0 usage rate, we elected to keep this removed from the Salesperson Advanced Reporting package. This report is exclusively run by Admin users |
| 22. Incomplete/Open Orders | This Report has near 0 Usage and does not provide any metric that is not already available elsewhere in MarketTime |
Manufacturers
For Manufacturers that subscribed to mtView, we have arranged a mapping table of the reports that you can continue to use with your Advanced Reports subscription.
| mtView Report Name | Advanced Report Name | Notes: |
|---|---|---|
| 2. YTD Comparison Overview | Sales Analysis Date Range Comparison | You can add up to 3 dates with the new version of Sales Analysis! |
| 3. Rep & Customer YTD | Sales Analysis Date Range Comparison | |
| 4. Top Selling Items | Top Selling Items | |
| 5. Sales Rep Activity | Flash Report | This report was built in mtView to replicate the report view known as the "Flash Report" from Brandwise. This has been refactored to show information relevant to the Manufacturer in the same format |
| 8. Sales By State | Sales Analysis Standard View | Choose Bill To State or Ship To State, depending on your preference! |
| 9. Sales Analysis Report | Sales Analysis |
Some reports that were available in mtView were not Rebuilt and do not have an accompanied report. Below is that list, along with a brief explanation of why.
| mtView Report Name | Notes |
|---|---|
| 1. Supplier Executive Overview | Most of the information on this report can be found across our various new Report features. The Customer Map is not functionality that is currently available in MarketTime. We greatly value a Map-based report functionality, and acknowledge that many users are currently using a 3rd Party Solution to drive their map-based reporting needs. We are continuing to evaluate the proper feature enhancement in order to meet our customers need for a Map. |
| 6. Customer Map | The Customer Map is not functionality that is currently available in MarketTime. We greatly value a Map-based report functionality, and acknowledge that many users are currently using a 3rd Party Solution to drive their map-based reporting needs. We are continuing to evaluate the proper feature enhancement in order to meet our customers need for a Map. |
| 7. Inactive Customer Details | This Report has near 0 Usage and does not provide any metric that is not already available elsewhere in MarketTime |
| 11. New Accounts | This Report has near 0 Usage and does not provide any metric that is not already available elsewhere in MarketTime |
| 12. Aggregated Order Map | The Customer Map is not functionality that is currently available in MarketTime. We greatly value a Map-based report functionality, and acknowledge that many users are currently using a 3rd Party Solution to drive their map-based reporting needs. We are continuing to evaluate the proper feature enhancement in order to meet our customers need for a Map. |
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