Any reports that have been built from scratch or customized with our Report Builder can be saved to access in the future. These saved reports can also be scheduled to be sent automatically. Saved reports can also be saved and grouped for easy access under your reporting menu.

Here is a guide to saving custom reports.

WhatConverts answers your conversion questions including:

  • What marketing inspired a customer to reach out?
  • Are the leads coming into my business leading to sales?
  • When a customer fills out a form or calls, is that a “good” lead?

Get the tools you need to see what marketing converts, whether people call, chat or fill out a form. WhatConverts can track every touch-point back to the marketing responsible, giving you the complete marketing picture.

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Recommended Help Topics
Help Document Introduction to WhatConverts

Last update on July 26, 2022

Getting Started
Help Document Setting Up A New Account

Last update on February 25, 2022

Master Accounts
Help Document AgencyAnalytics Integration

Last update on March 7, 2022

Integrations
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