Custom reports allow Salesforce users to analyze Restaurantology market intelligence alongside internal CRM data. This article explains the available report types, common use cases, and advanced reporting tips.

Report types

The Restaurantology managed package introduces two report types:

• RestaurantologyLogs: Provides detailed Restaurantology data, including firmographic, technographic, and territory insights.
• RestaurantologyLogs with Account Name: A cross-object report type that combines RestaurantologyLogs with Salesforce Account data. Use this to overlay CRM information such as contacts, ownership, or recent activities.

[!TIP]
Restaurantology updates insight snapshots monthly. To avoid pulling outdated data, apply a filter for RestaurantologyLog > Is Latest = TRUE.

Common use cases

• Chase lists or territory maps: Identify prospects or target Accounts by territory.
• Partner or competitor lists: Track industry players or monitor competitive overlap.
• Ideal Customer Profile (ICP) reports: Align Restaurantology insights with sales performance data to refine ICP targeting.

Advanced reporting capabilities

Admins comfortable with joined reports can combine both Restaurantology report types to create more advanced insights.

For example:

• Identify white space by comparing industry-wide TAM data to Accounts already in Salesforce.
• Map market penetration by visualizing Accounts with matched RestaurantologyLogs.
• Review contact coverage or recent activity to prioritize outreach.

[!NOTE]
Joined reports require a strong understanding of Salesforce reporting. Consider working with your Salesforce admin, or contacting Restaurantology, for support creating new joined views.