Click the Reporting link
This action will navigate you to the Reporting section, where you can view and manage your reports and analytics.
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Geteilte Anleitung
Create a Contact Activity Report in the Reporting Tool
Generate a Contact Activity Report in the Reporting Tool by selecting specific templates, configuring parameters, and saving the report with designated access settings for…
viktoriaGenerate a Contact Activity Report in the Reporting Tool by selecting specific templates, configuring parameters, and saving the report with designated access settings for effective data analysis.
Step-by-step Guide12 Schritte
Click the Reports option
This will navigate you to the Reports section, where you can view and analyze various data reports related to your activities.
Loading screenshot…100%Click the Create button
Clicking the 'Create' button will open a form to initiate a new report, allowing you to define the report parameters and settings.
Loading screenshot…100%Click the Create report button
This action opens the report creation interface, allowing you to configure and generate a new report based on your selected criteria.
Loading screenshot…100%Click the Search all templates field
This field allows you to search for specific templates within the available options. Enter keywords to filter and quickly find the desired template.
Loading screenshot…100%Type 'CONTAC' in Search Templates
Enter 'CONTAC' into the search field to find relevant templates related to contacts. This will display all templates that match your query for easier selection.
Loading screenshot…100%Type 'CONTACT ACTIVITY' in Search Templates
Entering 'CONTACT ACTIVITY' in the search field will filter available templates, showing relevant options for reporting on contact activities.
Loading screenshot…100%Click the Activity of recently created contacts section
This will display detailed metrics of contacts created in the last 30 days, including their create date, first conversion, last page seen, and lifecycle stage.
Loading screenshot…100%Click the Save report button
This action will save your current report, capturing the activity of recently created contacts based on your selected filters and settings.
Loading screenshot…100%Click the Next button
This action will advance you to the next step in the report saving process, allowing you to finalize report settings or add it to a dashboard.
Loading screenshot…100%Click the Save report button
This action saves the report with the selected access permissions, allowing you to determine who can view or edit the report. After saving, your settings for report access will be applied accordingly.
Loading screenshot…100%Click the Save button
This will save your report with the selected access settings, ensuring that only the users or teams you've defined can view it.
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