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How to create a sequence performance report

Create a sequence performance report by accessing the Reports section, selecting relevant templates, customizing metrics, and saving the report with appropriate visibility…

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·13 steps·126 views·Published

Create a sequence performance report by accessing the Reports section, selecting relevant templates, customizing metrics, and saving the report with appropriate visibility settings.

Step-by-step Guide13 steps

  1. Click the Reporting link

    This action navigates you to the Reporting section, where you can view and manage various performance metrics and insights.

    Click the Reporting link
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  2. Click the Reports option

    Clicking on 'Reports' will take you to the Reports section where you can view and analyze various data insights relevant to your tasks and meetings.

    Click the Reports option
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  3. Click the Create button

    Clicking this button allows you to initiate the creation of a new report, enabling you to customize the metrics and data you want to include.

    Click the Create button
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  4. Click the Create report button

    Clicking this button initiates the process to generate a new report within the 'My reports' section, allowing you to customize the report parameters and include relevant data.

    Click the Create report button
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  5. Click the Search all templates input

    By clicking this input, you can begin typing to search for specific report templates. This allows you to quickly find the templates you need from the suggested options.

    Click the Search all templates input
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  6. Type 'seq' in the Search all templates field

    Entering 'seq' in this search field will filter the available templates to show only those related to sequences, helping you quickly locate the desired template for your report.

    Type 'seq' in the Search all templates field
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  7. Type 'sequ' in Search all templates

    Enter 'sequ' into the Search all templates field to find available report templates related to sequences. This action will filter the templates to show only those that include 'sequ' in their name or description.

    Type 'sequ' in Search all templates
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  8. Type 'sequence' in the Search Templates field

    Entering 'sequence' in the Search all templates field will initiate a search for relevant reports and templates that match the keyword, helping you locate the desired resources more efficiently.

    Type 'sequence' in the Search Templates field
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  9. Click the 'Sequence enrolls, opens, and clicks by month' card

    This selection will open the report detailing the monthly statistics for enrolls, opens, and clicks associated with your sequences.

    Click the 'Sequence enrolls, opens, and clicks by month' card
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  10. Click the Save report button

    This action will save the current report on sequence enrolls, opens, and clicks for later access. Ensure that any changes made to the report parameters are finalized before saving.

    Click the Save report button
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  11. Click the Next button

    Proceed to the next step in the report setup, allowing you to finalize your reporting choices and save the selected options.

    Click the Next button
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  12. Click the Save report button

    Clicking this button will save your report along with the selected access permissions. Make sure to choose who can access this report before saving.

    Click the Save report button
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  13. Click the Save button

    This action will save your report with the specified access settings. Ensure the correct options for report visibility are selected before proceeding.

    Click the Save button
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