topic Re: Help with creating a Source > Session > All Lifecycle Stages Report in Reporting & Analytics

Help with creating a Source > Session > All Lifecycle Stages Report

LvH — Fri, 28 Jun 2024 12:23:43 GMT

Hi, I am looking for some advice to create a specific report. Essentially I want to track total website sessions for a source, and from there contacts created and their progression through the different lifecycle stages.

Ideally, this will look like the traffic report found at Reports > Traffic > Sources but with the ability to add more Lifecycle Stages. Is this even possible? If not, is there a way to create something similar, it doesn't look like web traffic can be used as a data source for custom reports.

Thanks!

Re: Help with creating a Source > Session > All Lifecycle Stages Report

Crystal_Hopper — Fri, 28 Jun 2024 15:03:37 GMT

@LvH, I'm actively working through this. Hope to show you something. But I wanted to point out a set of Contact fields that are called Became [lifecycle] Date. When you add these to Reports, I believe you'll start to see the progression you're looking for.

Re: Help with creating a Source > Session > All Lifecycle Stages Report

Crystal_Hopper — Fri, 28 Jun 2024 15:31:58 GMT

Yep, that a tough one. The only "source" data I can call into the report is data from my custom URLs. When I read your question, I envisioned using the Traffic Refer Source (direct, social, etc.), but that is not available.

I'm doing this by choosing to build a custom report from scratch and calling in Customers, Web Activities, and Website Pages as the data sources.

When you use these sources you have access to things like First Page Seen or Last Page Seen, Became Lifecycle Date, UTM Source/Medium. It feels like the data is there but will take some playing around to find it and lay it out in an understandable way.

Sorry it isn't more intuitive.

Re: Help with creating a Source > Session > All Lifecycle Stages Report

LvH — Mon, 01 Jul 2024 07:50:01 GMT

Thanks for your help, will give it a go!