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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.

Don't miss a beat with your lead tracking. Get WhatConverts today with a 14 Day Free Trial and start knowing what marketing works.

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How Companies use WhatConverts
Agencies
Use Case Agencies

Show clients exactly how well your marketing works.

Education
Use Case Education

Find out where your new students come from.

Manufacturing
Use Case Manufacturing

A simple way to figure out where customers come from.

Recommended Help Topics
Help Document Introduction to WhatConverts

Last update on July 26, 2022

Getting Started
Help Document Saving Custom Reports

Last update on August 29, 2022

Lead Management and Reporting
Help Document Adding Master Account Users

Last update on August 15, 2022

Master Accounts
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