Editing Jump To Tracking report (section)

== Step-by-Step Instructions ==

The '''Jump To Tracking report''' presents a wealth of information. Here’s how to navigate and utilize the report effectively:

=== General Information ===

When you load the report, it will display the following details for each "Jump To" action:

* '''Name''': This is the name of the "Jump To."
* '''Created''': The date when the "Jump To" was created.
* '''Success''': This is the percentage derived from the total number of contacts that met the "Jump To" conditions divided by the total number of contacts in the respective automation. If a contact meets the criteria multiple times, all instances will be counted.

You can use the search bar at the top of the report to filter results by typing in the name or part of the name of a "Jump To" action. Clicking on the name of a "Jump To" redirects you to the '''Individual "Jump To" report''' for that specific action. Hovering over the '''Success''' bar reveals detailed metrics.

=== Information Included in Individual "Jump To" Reports ===

Once you access an individual report for a "Jump To," the following details will be available:

* '''Performing "Jump To"''': Ranks the "Jump To" based on its '''Completion Rate''' relative to other actions within the same automation.
* '''Completion Rate''': This shows the percentage of contacts who met the '''Jump To''' criteria while in the automation.
* '''Completion Rate in the Last 30 Days''': Insights into how the completion rate has changed over the last month.
* '''Average Time Until Completion''': The average duration it takes for a contact entering the automation to complete the "Jump To" action.

You can utilize the '''Completion Status''' dropdown next to the search bar to filter the displayed results by:

* Any
* Complete
* Incomplete

Additionally, you can search for specific contacts relevant to the "Jump To" action using the search bar.

=== Available Table Fields ===

The report table defaults to showing the following contact fields:

* '''Full Name'''
* '''Email'''
* '''Location'''
* '''"Jump To" Completion''': indicates completion status (Red for No, Green for Yes).

To customize this table, click the gear icon next to the table header to add or remove fields. Additional fields that can be displayed include:

* Avatar
* First Name
* Last Name
* Date Created
* Social
* Phone
* Organization (Account)
* All Custom Contact Fields

Column sorting is available by clicking on the name of each field, allowing you to adjust the information in ascending or descending order.

=== Actions on Contacts ===

The action dropdown on the far right of the contact table provides options to perform specific activities, including:

* '''Email Send''': Enables sending a 1:1 email.
* '''Add a Deal''': Allows the addition of a new deal to the contact.
* '''Add a Task''': Lets you create a task related to the contact.
* '''Add a Note''': Enables adding a note to the contact record.

You can also adjust the number of contacts displayed in the table, with options for displaying 10, 20, 50, or 100 rows at a time.