Contacts Added Over Time custom report

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Also available as an add-on for the following plans:

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Sales Plus and Professional

You can create custom reports with charts in your ActiveCampaign account. These reports can help you analyze information and answer specific questions you and your team may have around data or certain activities. When you create a custom report, you can save it to your account so you can access it at any time.

In this article, we'll show you how to create a custom report that shows you the number of contacts added to your account over time.

Terminology

Before we get started, here are some terms you'll need to become familiar with as you create your own custom reports:

  • Dimensions
    Dimensions describe data in your account. For example, contact name, contact ID, or city.
  • Measures
    Measures are aggregate numbers.
  • View
    A collection of data elements.
  • Look
    Each report you create and save is called a Look.

Access the custom reporting tool

The custom reporting tool is located on the Reports section of your account. This is listed in addition to your standard reports.

To access the reporting tool, click "Reports" in the left menu. Then click "Custom Reports."

Create the Contacts Added Over Time custom report

  1. Click "Contacts" located under Explore. This will expand the "Contacts" view.
    Custom Reports Contacts dropdown.jpg
  2. Next, you'll need to add a time dimension to the report. To do so, click "Date Created" to uncover the dropdown options and then click "Month."
    Custom Report Contacts Date Created Month.jpg
  3. Next, you'll need to add report measures. To do so, in the "Contacts" section, scroll down, then click "Count" located under Measures.
    Custom Report Contacts Measures Count.jpg
  4. Click the "Run" button located at the top to run the report.
    Custom Report Run Button.jpg

    The data will be rendered in a table format.
    Custom Report Data rendered in table format.jpg

Add a chart to the report

Once you run the report, you can add a chart to it to provide a visual representation of the data. To do so, click the "Visualization" header. Then click the Line Chart option to see the number of contacts added to your account, month by month.

Custom_reports_line_chart.png

You can improve upon this report and see how many contacts were added over time by country. To do so, hover your mouse over the "Country" field under Contacts > Dimensions, then click the "Pivot" symbol Custom Report Pivot Symbol.jpg.

Custom Report Pivot Data.jpg

Next, click the "Run" button.

The chart will display number of contacts added to your account by country.

Save and access the report

Once you create your custom report and add your chart, you can save the report in your account so you can pull it up later. To do so, you'll need to save this report as a "Look."

  1. Click the gear icon located next to the "Run" button.
  2. Hover over the "Save" option, then click "As a Look..."
    Click the gear icon, hover over save then click as a look.jpg
  3. In the "Title" field, type a descriptive title. For example, you can type "Contacts added over time."
  4. Choose a folder to save the look. "My folder" is personal and only viewable by the user who is logged in. The "Group" folder is shared and viewable by any user with Custom Reporting permissions while.
  5. Click "Save."

The report will be located in the Custom Report menu in the folder you saved it in. To access it, click the file icon located next to the gear icon in the report, select the Folder, and then select the look you wish to view. 

Saved Look example Contacts added over time.jpg

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