What is the Report Library?
Who has access to this feature?
Available on: All Plans
Access level: All Users
The Report Library is a collection of pre-built reports that open directly in the Report Builder. It includes a set of pre-configured reports created by WhatConverts, and any custom reports you or your team save for future use.
You can open these reports as-is to analyze performance instantly, or use them as a foundation to customize dimensions, filters, and metrics for your own reporting needs.
Why Use the Report Library
The Report Library helps you save time, stay consistent, and build reliable reports that everyone on your team can use.
With the Report Library, you can:
- Access ready-to-use reports instantly. Use predefined reports to view common metrics like lead volume, quote value, and sales value by source, medium, keyword, or landing page.
- Customize existing reports. Open any pre-built report in the Report Builder to adjust filters, add dimensions, or visualize data differently.
- Save your own reports. After customizing a report, or creating one from scratch, save it back into your Report Library for easy access and sharing across your team.
- Maintain consistency across teams. Use the same report templates so everyone measures performance using the same definitions and metrics.
- Find insights quickly. Whether you’re checking ROI by campaign or reviewing landing page performance, the library gives you fast access to your key marketing reports in one place.
Examples of How Businesses Use the Report Library
- Agencies: Create new report categories and save tailored reports in the Report Library so all team members can access and present data the same way.
- Marketers: Use the pre-built reports from the library to monitor campaign performance consistently, without spending time recreating charts or filters.
- Business owners: Access the reports their agency has created for them to quickly evaluate the revenue each service generates.
Related Topics
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