Access Pre-built Reports from the Report Library

You can access pre-built reports from the Report Library to review marketing and sales performance instantly. These reports open directly in the Report Builder and include both WhatConverts’ default reports and any custom reports your team has saved. 

Access Reports from the Report Library 

To open a pre-built report: 

1. In the top navigation bar, open the Reports tab. 
2. Click “Report Library”.



3. From the list of Popular Reports, select a pre-built report such as Leads by Source, Quote Value by Keyword, or Sales Value by Landing Page. 
4. To browse all available reports, select “Browse Library” at the top of the list.
5. In the Report Library page, use the category tabs to find a report.
6. Click “View Report” next to the one you want to open.

Related Topics

• What is the Report Library? 
• Manage the Report Library
• Create Custom Reports With the Report Builder
• Understand WhatConverts Reporting
• What is the Report Builder?