Video coming soon.
In this lesson, you’ll learn how you can build your own custom reports to get the personalized information you need to gauge your campaigns’ success.
First, click the New Report button, then name your project, select which team members to share it with, then click Next. From here, you can select which existing widgets you’d like to include in your report, or create a custom widget.
If you create a custom widget, you’ll need to name it, then select the Widget type, metric, and primary grouping. This is a useful feature if you’d like to create a report that tracks a custom field that you have created, like the type of content your team got listed, or an internal rating system you and your team use to rate the quality of a lead.
Once you’ve created your custom widget, hit save, and your custom report has been created.