Custom Report Recipe: Automation Engagement Trends

Custom reports are available on the Enterprise plan.

• 2 Filters
  • Automation Name
  • Automation Event Date: Month
• 1 Dimension
  • Automation Event Date: Month
• 2 Measures
  • Automation Total Entries
  • Automation Total Completes

The custom reporting tool is located in the Reports section of your account. To access the reporting tool:

1. Click "Reports" on the left menu of your account.

2. Click "Custom Reports” in the "Reports" menu.

Create the two filters and dimension:

1. Click the “Automation” view to surface the nested dimensions and measures. This is located on the left pane.

2. Hover over the “Automation Name” dimension then click the "Filter" button that appears.  

3. Click the “Event Date” dimension to expand the menu of options.

4. Hover over the "Month" dimension then click the "Filter" button that appears.

5. Click the “Month” dimension to bring in the Automation “Event Month” dimension into the report.

This is what the report should look like so far:

Create the two measures:

1. Click the “Total Complete” measure. This is nested under the "Automation" view on the left pane.

2. Click the “Total Entries” measure to bring it into the report.

3. Use the Filter section of the Explore located at the top center bar to select the desired “Automation Name” or “Automation Event Month” parameter.

4. Click the "Visualization" section to expand it. Then click the “Line” chart icon.

5. Click “Run” to retrieve the data. This is located on the top right of the report.

1. Click the setting gear icon at the top right corner of the Explore. This icon is to the right of the “Run” button.

2. Click the “Save as a Look…” option.

3. Type a Title for the Look.

4. Optional: Type a description of the Look for additional context.

5. Click the “Save & View Look” option.