Dashboards & Reporting

MWright2
Member

Report from lists

SOLVE

I want to create a report based on list data but I don't see that as an option anywhere, is that possible? If so, how do you do that?

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1 Accepted solution
Jnix284
Solution
Thought Leader | Partner
Thought Leader | Partner

Report from lists

SOLVE

@MWright2 you can do this with the Custom Report Builder and then using the List Membership criteria to build the report.

Jnix284_0-1674489963658.png

 


maka Agency

View solution in original post

2 Replies 2
Jnix284
Solution
Thought Leader | Partner
Thought Leader | Partner

Report from lists

SOLVE

@MWright2 you can do this with the Custom Report Builder and then using the List Membership criteria to build the report.

Jnix284_0-1674489963658.png

 


maka Agency
EDeckers
Participant

Report from lists

SOLVE

This function only allows you to filter by specific list memberships. I'm currently looking to create a report that showcases membership numbers of very specific lists, and how they have changed from one time period to another time period.

This is for a lead nurturing dashboard I'm building, so I want to show for example:

Number of contacts added to list n#1, list n#2 and list #3 compared to number of contacts added to list n#1, n#2 and #3 in the previous 30 days. Ideally I'd want to show these as bar graphs, the same way you can showcase lead stages. It's to track progression through workflows, as workflow reporting itself isn't available yet beyond "is in workflow - true or false"

Any idea on how I could build this report using the existing feature?

0 Upvotes