Get a 1:1 Demo
Browse Help Center
Browse Help Center
Join 20,000+ other marketers and start getting marketing clarity

Subscribe to our newsletter and get proven marketing strategies for growing your business.

    Related Integrations
    Text Messaging Sakari SMS

    Last update on July 22, 2022

    Sakari SMS
    Reporting Oviond

    Last update on July 22, 2022

    Oviond
    Help Center Lead Management and Reporting

    Saving Custom Reports


    1Log into the WhatConverts profile you would like to save a Custom Report in. Click "Reports in the top menu. Select "Report Builder".

    Note:

      • Only Pro, Elite and Agency plans have access to

    Report Builder

      • . If you would like to upgrade your plan, see:

    How do I Upgrade my Plan?

    Where to find Report Builder

    2Under the Report Builder menu on the left, select a Primary Dimension (Metric) to report on from the drop-down. Click "+ Add Dimension" to add additional dimensions. You can add up to 5 dimensions.

    3Once you have set up your report. Click the "Save Report" button located in the top right of the page.

    Save Report and show Report Builder

    Give your Custom Report a name, a brief description and select a Category to save the report in from the drop down.

    Click "Save".

    4To find your saved report, click "Reports" in the top menu. Select "Report Library" and click "Browse Library". Select the Tab (category) where you saved your report.

    Note:

      • You can also create new or edit existing Categories by clicking the "

    Manage Categories

      " button.

    Locate your Saved Report and click the "View Report" button to review your report.

    Report Library Saved Reports

    If you have any questions, please contact us here: Contact WhatConverts Support or email [email protected]

    Master Account Users with a Pro or Agency plan can use Report Builder to create and save reports that can be viewed by both Master Account and Account Users. Saved reports can be shared and scheduled to be sent at a selected interval.

    1Log into your WhatConverts Dashboard. Select the account you would like to create a report for under from the Account drop-down menu. Under Profile select "Reports" then, "Report Builder".

    2Select a Primary Dimension (Metric) you would like to build your report using from the drop-down. Click the green "+" to add additional dimensions. You can add up to 5 dimensions.

    3Once you have set up your report. Click the "Show Saved Reports" button.

    Show saved reports

    Under Save Current Report, type in the report name you wish to save your report as. Click "Save".

    Note:

      • Under

    Add Report Grouping

      you can also add additional report groupings (such as "Custom Reports") to save your reports in.
    Was this page helpful?
    👍Yes
    👎No
    Get a FREE presentation of WhatConverts

    One of our marketing experts will give you a full presentation of how WhatConverts can help you grow your business.

    Get a 1:1 Demo
    Whatconverts Features for your Business
    Chat Tickets Captured
    Lead Tracking Chat Tickets Captured

    We capture the full chat ticket information and store the lead with its marketing data.

    Web Chat Lead Reporting
    Lead Tracking Web Chat Lead Reporting

    Automatically track visitors back to the marketing source, medium, campaign, ad and keyword.

    Export Filtered Leads
    Lead Management Export Filtered Leads

    Easily filter and export leads in real time from your WhatConverts Dashboard.

    Leads by Week
    Analytics & Insights Leads by Week

    WhatConverts can plot your leads over a period of time to show when the fluctuations happened. 

    Join 20,000+ other marketers and start getting marketing clarity

    Subscribe to our newsletter and get proven marketing strategies for growing your business.

      Related Integrations
      Text Messaging Sakari SMS

      Last update on July 22, 2022

      Sakari SMS
      Reporting Oviond

      Last update on July 22, 2022

      Oviond
      ready to get marketing clarity?

      Grow your business with WhatConverts

      14 days free trial Easy setup Dedicated support
      G2 Users Love Us Badge
      G2 High Performer Badge
      G2 High Performer Small Business Badge
      G2 Momentum Leader Badge
      G2 High Performer Europe Badge