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Getting the most out of your Funnel reports

Funnel has a range of report types available for you to customise, save, add to your dashboard or print. Simply navigate to the Reports module in the top header of your Funnel.

Here you can see any reports that have been created in your Funnel account and add a new Report in the top right-hand corner of the screen. 

 

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From here, you can review the report type summary options to select the report that's best suited to the data you need to produce. 

 

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Each report type has a specific purpose so once you've chosen your report type, you can customise the data you'd like to see displayed in this report through filtering. Be sure to select the date range of interest for your data. This is referring to the creation date of the leads displayed in your report. 

Once you have your data set filtered and displaying on your report, name the report and select save in the top right corner. 

Your saved reports can be added to an existing dashboard you have created or printed.

 

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