Click the Reporting link
This action navigates you to the Reporting section, where you can view and manage various performance metrics and insights.
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Geteilte Anleitung
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…
viktoriaCreate 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 Schritte
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.
Loading screenshot…100%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.
Loading screenshot…100%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.
Loading screenshot…100%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.
Loading screenshot…100%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.
Loading screenshot…100%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.
Loading screenshot…100%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.
Loading screenshot…100%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.
Loading screenshot…100%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.
Loading screenshot…100%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.
Loading screenshot…100%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.
Loading screenshot…100%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.
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