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Analytics
Custom Reports
10 min read
Create detailed custom reports to analyze specific metrics that matter to your business.
Creating Custom Reports
- Go to Analytics → Reports → Create Custom Report
- Select data source (Funnels, Contacts, Revenue, etc.)
- Choose metrics to include
- Add filters and segments
- Select date range
- Choose visualization type (table, chart, graph)
- Save your report
Available Metrics
Track any metric in your custom reports:
- Revenue Metrics - Sales, AOV, LTV
- Traffic Metrics - Visitors, page views, bounce rate
- Conversion Metrics - CR%, leads, customers
- Engagement Metrics - Time on page, scroll depth
- Email Metrics - Open rate, click rate, unsubscribes
Report Filters
Filter data to analyze specific segments:
- Traffic source (Facebook, Google, Email, etc.)
- Device type (Mobile, Desktop, Tablet)
- Geographic location
- Customer tags or segments
- Date ranges and comparisons
Scheduling & Sharing
Automate report delivery:
- Schedule daily, weekly, or monthly email delivery
- Share reports with team members
- Export as PDF, Excel, or CSV
- Create dashboard widgets for quick access
📊 Reporting Tip
Create a "Weekly Performance" report that tracks your top 5 KPIs. Schedule it to deliver every Monday morning to start the week with clear insights!