Use Dimension Groupings in Reports

After creating Dimension Groupings and organizing the Lead Manager with them, you can use Dimension Groupings in reports to simplify complex data. Instead of analyzing hundreds of landing pages, campaign IDs, or keywords, you’ll see grouped categories like “HVAC Services”, “Electrical Services”, or “Plumbing Services”. This makes your reports easier to read, share, and act on.

Use Dimension Groupings in Quick Reports

To create a Quick Report using a Dimension Grouping:

1. Open the Lead Manager.
2. Locate the Dimension Grouping column you want to report on.
3. Click on “Quick Report by [Dimension Grouping]” next to the column title.

You’ll instantly see a report that compares performance across the grouped categories you defined, such as service lines, campaign names, or keyword groupings.

Use Dimension Groupings in Custom Reports

To create a Custom Report using a Dimension Grouping:

1. Start with a Quick Report using the Dimension Grouping you want to analyze.
2. Click “View Full Report” to open the Report Builder.

From here, you’ll see your Dimension Grouping used as the starting point in the report. You can add filters, columns, or other dimensions to refine your analysis.

Related Topics

• What are Dimension Groupings?
• Organize the Lead Manager with Dimension Groupings
• Use Mapped Fields in Reports
• Use Custom Fields in Reports
• Understand WhatConverts Reporting