Creating Custom Reports

Conversica gives you the flexibility to create your own custom reports so you can report on the data you want to see when you want to see it. There are two ways to create custom reports. You can build a new report from scratch or customize an existing preset report to make a new report.

With these reports, you are able to configure a custom report using the following settings:

• Metric: Choose a primary metric to report on. This can be either the number of leads in a certain category (such as leads who opened a tracking image), or the percentage between leads in two categories (such as leads who opened a tracking image as a percent of leads who were sent a tracking image).
• Filters: Filter out leads who do not meet specific criteria. For example, by filtering to a single conversation you can report on metrics for only those leads who were assigned to that conversation.
• Breakdown: You can break down the primary metric to compare it across a certain category. For example, by breaking down a report by Conversations you can compare your selected metric broken out by each conversation.
• Compare With Metrics: You can choose one or more additional metrics to compare against your primary metric. 
• Compare By Dimension: You can further compare your selected metric across a second dimension. For example, with a report that is broken down by Conversation and compared by Lead Status you can compare metrics broken out by each conversation and within each conversation, you can further compare the metrics broken out by each lead status.

Customize a Preset Report 

1. Navigate to the Reporting module in Conversica's dashboard.
2. Select an eligible preset report from the drop-down menu.
   
   
3. Add filters to organize your data to your liking. 
4. Once you have customized the report to meet your needs, click Save and Manage Custom Reports > Save as New Custom Report.
   
5. The Save As Custom Report message appears. From here you can:
   • Enter the Custom Report name.
   • Enter a Custom Report Description.
6. Click Save Report. 
   
7. Your custom report will be saved in the Report menu.
   
   • Note: You will be able to edit or delete this report in the future.

Add Filters

Below is a description of each filter that can be applied to a custom report.

1. Metrics: Select the metrics you want to apply from this menu. If you're customizing a preset report, the standard metrics are selected by default, but they can be deselected at any time.

2. Date Range: Select the date range you want to review. The default date range is set to the last 30 days. 

Advanced Filters & Configuration

• Teams | Reps: Filter by specific teams or individual representatives.
• Lead Quality: Filter leads based on their assigned quality rating.
• Conversation: Filter the report by a specific conversation(s). 
• Assistant: Filter data by the assistant assigned to the conversation.
• Lead Label | Status: Filter leads by assigned labels or current status.
• Lead Source: Filter leads based on their origin (e.g. import).
• Contact List: Limit results to leads within selected contact lists.
• Conversation Stage: Filter leads by their current stage in the conversation flow.
• Conversation Status: Filter by the current state of conversations (e.g., active, completed).
• Current Communication Channel: Filter by the channel currently used to communicate with the lead (e.g., email, SMS).
• Lead Source Campaign/List: Filter leads by the specific campaign or list they originated from.

Manage Reports 

Once a custom report is saved, you can delete it or edit to make changes.

To Delete a Report: 

1. Navigate to the Reporting module in Conversica's dashboard.
2. Select Custom Reports from the drop-down menu. This will automatically take you to the last custom report you've viewed. 
3. Navigate to the Report menu and select Manage Custom Reports.

4. The Manage Custom Reports screen appears. Select the report you wish to delete and click Delete.
5. Click Save Changes.

To Edit a Custom Report: 

1. Navigate to the Reporting module in Conversica's dashboard.
2. Select Custom Reports from the drop-down menu. This will automatically take you to the last custom report you've viewed. 
3. Navigate to the Report menu select the custom report you wish to edit from the list of reports stacked below Custom Reports. 

4. This will populate the report. To edit, make your desired changes to the report's current configuration and click Save As.