Here's how to generate a report in Cometly that shows all leads or all purchases over a specific date period, such as the last 30 days. This video will also demonstrate how to view results for any metric within a Cometly account.
Key Steps
Navigate to the report builder in Cometly.
Click on "Report Builder" to create a new report.
Name the report (e.g., "All Leads Last 30 Days").
Select the report type (e.g., column).
Choose a date range (e.g., last 30 days).
Select the desired metric (e.g., lead or purchase).
View the results, including comparisons and daily breakdowns.
Optionally, select sources or group by sources for more detailed analysis.
Add the report to your dashboard for easy access and daily updates.
Cautionary Notes
Ensure events are correctly sent to Cometly for accurate data.
Be cautious when selecting date ranges to avoid overlapping or incorrect data.
Double-check metric selections to ensure the desired results are displayed.
Tips for Efficiency
Use default settings for sources to view data across all sources.
Consider grouping data by sources for more detailed insights.
Utilize the display option to show only dates with data for a cleaner report view.
Add the report to your dashboard for quick access and daily monitoring.