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    Help Center Lead Management and Reporting

    Saving Custom Reports


    New Dashboard
    Legacy Dashboard

    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 support@whatconverts.com

    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.
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