Overview

With Reports, you can analyze customer trends and display the data in various chart types. This tool helps you to visually access customer information such as:

Discover the actions users take after they sign up or before they make a purchase
Learn what your power users do differently than everyone else
Optimize customer acquisition by identifying behaviors
Explore your customers’ full experience - across all devices - to understand how each interaction is affecting the entire customer experience

The Reports object can be accessed under the Insights section. From the Reports page users can:

Access the list of created reports
Access the report itself
Search for the created reports
Filter the reports
Create new reports
Edit created reports' names'
Delete the created reports
Duplicate the created reports

Creating a Report

Under the Insights tab locate and click the Reports object. Once in the object, click on the Create report button. Add a descriptive name for the report.

Configure the report by the following conditions:

User or Account report
Event-based report
Collection-based report
Segment-based report
Metric-based report
Journey-based report

If needed, add filtering criteria to the specified conditions.

After clicking on the Create report button, the report will be provided in both graphical and table formats.

Report formula

Report formula dynamically displays the report definition. Letters in blue color show the created filtering conditions within the Report (e.g. A and B). Letters between the conditions display the formula conditions between the filters. Filtering conditions that are in the brackets indicate that they must be prioritized in the formula. Moreover, once the formula has been inputted, the user can check its validity of it by clicking Validate button.

Graph type

The graph shows the report statistics change across a defined period (monthly, weekly, daily, or yearly). The line in the graph displays the numeric change during the selected timeframe.

You can visually access the information by specifying the graph type:

Line chart
Stacked line chart
Bar chart
Stacked bar chart
Pie chart
Table chart
Table
Metric

Date range granularity

The graph granularity can be selected from:

Day (D)
Week (Wk)
Month (Mo)
Year (Yr)
Custom

Report comparison

Users have the ability to compare the already created reports with a certain date, such as:

Previous day
Previous week
Previous month
Previous year
Custom date range

Filters

Users can specify the filtering criteria to the created report to show relevant results. Filters can be based on one of the following categories:

Events
Segments
Collections
Attributes
Sources

Breakdowns

Users can specify the breakdown criteria for the created report to show relevant results. They can show how certain components are related to the created report. The breakdown components are:

Segments
Attributes
Collections

Report table

Aside from the graphical representation of the report, deeper numerical details of the created report can be accessed in the table below the graph. If users apply filters, breakdowns, and change the frequency, the table is also dynamically updated based on the report customizations.

Journey reports

The Journey insights reports allow users to generate Journey-specific reports. When a new Journey is being created and Running, two new events are automatically created:

Entered - the total number of users that entered the journey
Exited - the total number of users that exited the journey

If a journey has been configured with the Actions, such as:

Send email
Send SMS
Send ticket
Send Slack notification
Update contact list
Send Webhook

events will also be generated and visible in the report configuration form.

Creating a Journey report

Under the Insights tab locate and click the Reports object. Once in the object, click on the Create report button. Add a descriptive name for the report.

Select the desired journey and the journey-generated events.

NOTE: the Journeys option is only available if a User-based report is being created.

Apply the filtering conditions for the Journey generated events and Aggregation type.

NOTE: operators and formula are the same as for usual reports.

Breakdowns

For Journey reports users can only specify the breakdown by selecting the A/B split breakdown option.

NOTE: Only Journeys with A/B split controls configured can only broken down by A/B split.