Create Custom Reports With the Report Builder

Create fully customized reports in the Report Builder to visualize your marketing, sales, and lead data exactly how you want to extract the insights you need to prove ROI and make data-based decisions.

Step 1. Choose Your Dimensions

Dimensions define what you want to analyze. You can combine up to five dimensions for more detailed insights: 

1. Access the Report Builder.
2. Under “What do you want to report on?”, select a primary dimension.
3. Optionally, click “+ Add Dimension” to include additional breakdowns (e.g., Source + Campaign + Service).

Step 2. Choose Your Metrics

Metrics define how you measure performance. 

1. Under “How do you want to measure it?”, select a metric like Lead Type, Quote Value, or Sales Value.
2. The chart and table will automatically update based on your selections.

Step 3. Add Filters

Filters help clean and narrow your data to focus on specific campaigns, sources, or services. 

1. Under “Do you want to filter results?”, click “+ Add Filter”.
2. Choose a dimension to filter (e.g., Source).
3. Select a match type such as Exactly Matching or Contains.
4. Enter your value under expression (e.g., google).
5. Click “Add” to apply the filter.
6. Optionally, repeat the process to add more filters.

Step 4. Customize Your Report

You can tailor how your report looks and what data it shows: 

• Select a chart type: Choose between bar, column, line, pie, scatter, or heatmap.
• Adjust the number of values: Limit your chart to your desired number of results for clarity.
• Reverse Axis: Swap the position of your dimensions and metrics.
• Set a Date Range: Choose a specific time period using the calendar picker.
• Compare Time Periods: Toggle the option next to the date selector to compare results over different ranges.

Step 5. Review and Refine in the Table View

Below your chart, you’ll see a table version of your data for deeper analysis. 

• Sort by any column by clicking its header. This will also sort the chart.
• Use Exclude icons to remove blanks or irrelevant values.
• Add or remove columns with Choose Columns.
• Add Custom Columns to visualize specific metrics.

Step 6. Save or Export Your Report

Once you’re happy with the results, you can keep your configuration for later or share it. 

• Click “Save Report” to store it in your Report Library.
• Click “Export Report” to download your data as a CSV or PDF.

Related Topics

• Understand the Report Builder
• Analyze Performance with the Report Builder
• Add a New Custom Report to the Report Library
• Manage the Report Library
• Access Pre-built Reports from the Report Library