Reporting

The Reporting section helps you analyze your marketing performance and prove ROI using the full suite of WhatConverts reports. In this section, you’ll learn how to access standard reports, build custom dashboards, compare time periods, schedule automated reports, and connect reporting with spend and revenue insights. These tools give you accurate, actionable data for optimization and decision-making.

Why It Matters

Reliable reporting helps you understand what drives performance and where to focus your marketing budget. This section helps you:

• Measure lead volume, quality, sales value, and ROI across campaigns and channels.
• Access ready-made reports for fast insights and deeper analysis.
• Build custom reports tailored to your KPIs and workflows.
• Compare performance across time periods to identify trends.
• Automate recurring reporting for clients and teams.
• Connect marketing spend to revenue outcomes for accurate ROI tracking.

Clear reporting gives you the insight needed to optimize campaigns, support clients, and grow results

Articles in This Section

General Reporting

• Understand WhatConverts Reporting 
• Export and Share Reports

Standard Reports

• Use Standard Reports
• Analyze Performance with Standard Reports
• What is the Summary Report?
• Understand the Summary Report
• What is the Marketing Channels Report?
• Understand the Marketing Channels Report
• What is the Landing Pages Report?
• Understand the Landing Pages Report
• What is the Keywords Report?
• Understand the Keywords Report
• What is the Google Ads Report?
• Understand the Google Ads Report
• What is the Call Tracking Report?
• Understand the Call Tracking Report
• What is the Sales Call Handling Report?
• Understand the Sales Call Handling Report

Quick Reports

• What is a Quick Report? 
• Generate a Quick Report From the Lead Manager
• Analyze Performance with Quick Reports

Report Library

• What is the Report Library? 
• Access Pre-built Reports from the Report Library
• Manage the Report Library
• Save a New Custom Report in the Report Library
• Copy a Report From the Report Library to Another Profile

Report Builder

• What is the Report Builder? 
• Access the Report Builder
• Understand the Report Builder
• Create Custom Reports With the Report Builder
• Export and Share Custom Reports
• Compare Time Periods in Your Custom Reports
• Create Time-Based Reports in the Report Builder
• Filter Results in Your Custom Reports
• Add Custom Columns to Your Reports 

Scheduled Reports

• What are Scheduled Reports? 
• Schedule a Report
• Manage Scheduled Reports

Marketing Spend

• What is the Marketing Spend? 
• Track Marketing Spend
• Disconnect Marketing Spend Tracking
• Access the Marketing Spend in Your Reports
• Optimize Campaigns with Marketing Spend Data

These articles guide you through accessing, understanding, and using WhatConverts reports to measure performance, connect leads to revenue, and prove ROI.