G2 custom report types

To find the fields that are included in G2 custom objects, review the Custom fields section.

Custom report type	Description	Custom field buckets
G2 - Accounts with Opportunities		1. Salesforce Accounts 2. Salesforce Opportunities
G2 - Accounts with Reviews	This option pairs information from Salesforce accounts with G2 reviews, including review titles, G2.com review URLs, company sizes, and NPS/star ratings.	1. Salesforce Accounts 2. G2 Reviews
G2 - Accounts with Review and Answers	This option contains the same fields as G2 - Accounts with Reviews, with the addition of review answers. This information can include each question that a G2 reviewer was asked and the answers (numeric and text) for each question.	1. Salesforce Accounts 2. G2 Reviews 3. G2 Review Answers
G2 - Accounts with Visit Events	This option pairs information from Salesforce accounts with G2 visiting organization and G2 Buyer Intent events details.	1. Salesforce Accounts 2. G2 Events 3. G2 Visiting Organizations
G2 - Account Visit Aggregates	This custom report type is similar to G2 - Accounts with Visit Events, but this option provides aggregated information for G2 events rather than every individual G2 event. For example, one month of G2 events can be bundled into a single data point.	1. Salesforce Accounts 2. G2 Event Aggregates
G2 - Products with G2 Reviews and with G2 Review Answers	This option is similar to G2 - Accounts with Reviews and Answers, but it includes the ability to focus on a single G2-listed product. This is a useful option for organizations that have multiple products on G2.	1. G2 Products 2. G2 Reviews 3. G2 Review Answers
G2 Buyer Intent Signal Volume	This option displays the number of G2 Buyer Intent signals over a period of time. Use this report to identify how changes in G2 visibility—such as categorization, review volume, and report ranking—impact Buyer Intent volume. You can also filter by campaign dates to analyze how G2 content-driven campaigns influence Buyer Intent trends.
Accounts by G2 Buying Stage and Activity	This option shows the number of accounts in each buying stage and activity level. Use this report to identify highly engaged, low-funnel accounts for immediate sales action. You can also apply monthly or quarterly filters to track engagement trends over time and evaluate how outbound efforts, campaigns, and G2 research influence account activity. Adding an opportunity creation date filter can help you assess deal velocity in relation to G2 Buyer Intent signals.
G2 Influenced Opportunities by Stage	This option maps G2-influenced accounts to your Salesforce opportunity stages, displaying the total opportunity value for each stage. Use this report to calculate G2's ROI influence by comparing your G2 investment to closed revenue. Additionally, you can track pipeline volume associated with G2-influenced opportunities over time by applying monthly or quarterly filters.
G2 Buyer Intent Signals over Time	This option provides a count of each G2 Buyer Intent signal type recorded in Salesforce over time. Use this report to analyze how changes in categorization, review volume, and report ranking influence Buyer Intent volume. Additionally, use this report to identify opportunities to drive more campaign CTAs aimed at increasing product visibility on G2.

Custom report type

Description

Custom field buckets

G2 - Accounts with Opportunities

1. Salesforce Accounts
2. Salesforce Opportunities

G2 - Accounts with Reviews

This option pairs information from Salesforce accounts with G2 reviews, including review titles, G2.com review URLs, company sizes, and NPS/star ratings.

1. Salesforce Accounts
2. G2 Reviews

G2 - Accounts with Review and Answers

This option contains the same fields as G2 - Accounts with Reviews, with the addition of review answers. This information can include each question that a G2 reviewer was asked and the answers (numeric and text) for each question.

1. Salesforce Accounts
2. G2 Reviews
3. G2 Review Answers

G2 - Accounts with Visit Events

This option pairs information from Salesforce accounts with G2 visiting organization and G2 Buyer Intent events details.

1. Salesforce Accounts
2. G2 Events
3. G2 Visiting Organizations

G2 - Account Visit Aggregates

This custom report type is similar to G2 - Accounts with Visit Events, but this option provides aggregated information for G2 events rather than every individual G2 event. For example, one month of G2 events can be bundled into a single data point.

1. Salesforce Accounts
2. G2 Event Aggregates

G2 - Products with G2 Reviews and with G2 Review Answers

This option is similar to G2 - Accounts with Reviews and Answers, but it includes the ability to focus on a single G2-listed product. This is a useful option for organizations that have multiple products on G2.

1. G2 Products
2. G2 Reviews
3. G2 Review Answers

G2 Buyer Intent Signal Volume

This option displays the number of G2 Buyer Intent signals over a period of time. Use this report to identify how changes in G2 visibility—such as categorization, review volume, and report ranking—impact Buyer Intent volume. You can also filter by campaign dates to analyze how G2 content-driven campaigns influence Buyer Intent trends.

Accounts by G2 Buying Stage and Activity

This option shows the number of accounts in each buying stage and activity level. Use this report to identify highly engaged, low-funnel accounts for immediate sales action. You can also apply monthly or quarterly filters to track engagement trends over time and evaluate how outbound efforts, campaigns, and G2 research influence account activity. Adding an opportunity creation date filter can help you assess deal velocity in relation to G2 Buyer Intent signals.

G2 Influenced Opportunities by Stage

This option maps G2-influenced accounts to your Salesforce opportunity stages, displaying the total opportunity value for each stage. Use this report to calculate G2's ROI influence by comparing your G2 investment to closed revenue. Additionally, you can track pipeline volume associated with G2-influenced opportunities over time by applying monthly or quarterly filters.

G2 Buyer Intent Signals over Time

This option provides a count of each G2 Buyer Intent signal type recorded in Salesforce over time. Use this report to analyze how changes in categorization, review volume, and report ranking influence Buyer Intent volume. Additionally, use this report to identify opportunities to drive more campaign CTAs aimed at increasing product visibility on G2.

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