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Report Builder 101

Create your first two reports in Cometly using our Report Builder!

Updated over a week ago

Objective

The below videos will show you how to generate your first two reports within Cometly: All Funnel Events over the Last 7 Days as well as a sister report that gives you a breakdown of what sources those events came from!

Pro Tip: Before setting up your first reports, we recommend reading through the following support documents so that you are familiar with some conversation topics mentioned in these videos:


Building Your First Report using Cometly's Report Builder


Video Walkthrough

Step-by-step Instructions

  1. Naming and Setting Up the Report

    • Navigate to the report builder.

    • Name the report: 'Last 7 Days All Funnel Events'.

    • Select graph type: Column.

    • Set date range: Rolling Date Range, Last 7 Days.

  2. Selecting Metrics

    • Choose metrics to include in the report (e.g., Leads and Purchases).

  3. Configuring the Report

    • Customize colors for metrics.

    • Add Chart Headers for clarity.

    • Select the Stacked option for a condensed view.

    • Consider turning on Data Labels (optional).

  4. Sources and Additional Options

    • Explore the Sources section for more reporting data.

    • Note the availability of UTM parameters for tracking.

    • Skip selecting sources and filters for this report.

  5. Attribution Model and Grouping

    • Set Attribution Model to First Touch.

    • Leave Attribution Window as Lifetime Value.

    • Group data by time (e.g., day for a last 7-day report).

  6. Adding Report to Dashboard

    • Ensure the correct dashboard is selected.

    • Click "Add to dashboard" to include the report.

  7. Completion

    • Your first report, Last 7 Days All Funnel Events, is now ready.

    • In the next video, learn about duplicating reports and setting up a sister report to analyze event sources.



Duplicating a Report to Create an "All Events By Source" Report


Video Walkthrough

Step-by-step Instructions

  1. Duplicating the Report

    • Hover over the initial report and click on the three dots in the upper right corner.

    • Select "Edit Report" to begin making changes.

  2. Editing the Report

    • Change the report from a column graph to a table for a different view.

    • Keep the date range and metrics the same.

    • Ensure first touch attribution is selected.

    • Change the grouping from time to sources.

  3. Finalizing the Report

    • Click on "Add to Dashboard" to save the edited report.

    • Update the name of the report to reflect the changes made.

    • Click on "Update Existing Report" to finalize the changes.

  4. Completion

    • The new report, last 7 days all funnel events by source, is now created.



Conclusion

You have now completed building out your first reports within Cometly. Please feel free to continue exploring our help center for additional reports you can build. Additionally, if you ever have questions on how to configure certain reports, don't hesitate to reach out to support team!

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