Custom report recipe: Automation engagement trends

Create a report that highlights the performance of your automations in ActiveCampaign.

This recipe article demonstrates how to create a custom report that shows you automation total entries and completes over time. The report includes the ability to filter by a specific time frame or for a specific automation name.

Ingredients

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

Build the Look

1. Access custom reports. Click Reports > Custom Reports. 
2. Create the two filters and a dimension. To do so, click the “Automation” view to surface the nested dimensions and measures. This is located on the left pane.
   

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

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

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

6. Click the “Month” dimension to bring the Automation “Event Month” dimension into the report. This is what the report should look like so far:
   

7. Click the "Visualization" section to expand it. Then click the “Line” chart icon.
   
   
8. Click “Run” to retrieve the data. This is located on the top right of the report.

Save and share 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.