Editing Reports (section)

== Custom Reports FAQs ==

=== What can I report on in Custom Reporting? ===
ActiveCampaign offers reporting on the following areas:
* Contacts
* Deals
* Automations
* Campaigns
* Ecommerce

We also let you cross join data from these areas so you can create, for example, a report that displays the list of unique emails (contacts) who have opened an email (campaigns) in a specific time range. Note that deals do not include reporting options for tasks. Only deals associated with contacts are available in custom reports.

=== How do I create a report based on contact or deal custom fields? ===
Custom Fields in Custom Reporting are described by the following dimensions:
* '''Custom Fields''': the actual field that you want to report on.
* '''Custom Field Values''': the values that are within a field that are assigned to a specific contact.

To create a report based on a field called Lead Source, with values of Website, Organic, and Referral, you will need to do the following:
# Under the Dimensions tab, click to add the "Custom Field Values" dimension to your dataset from the left-side dropdown menu.
# Add a measure, like "Count."
# Add a filter to isolate the specific field you would like to report on, like "Lead Source."
# Run the report.

Your end result should be a table with the count of contacts that you have with each individual Lead Source (Website, Organic, Referral). You can then select any visualization that you would prefer to represent this dataset.

=== Can I apply filters to a Dashboard that I have created? ===
Yes. When you look at a Dashboard you have created, you can click "Edit" and then click "Filters" at the top of the Dashboard. This will let you apply various filters to any of the reports on the Dashboard that you have created.

=== What does using a Pivot on my report mean? ===
Using a Pivot on a report lets you report on multiple dimensions, rather than a singular dimension. 

As an example, a singular dimension report may be the Count of Deals with a specific Forecasted Close Date, in which your table will display rows of Dates with a count beside each. If you wanted to add a Deal Owner to this singular dimension report, you would likely want to add this as a Pivot to break down the Count of Deals by Date and by Owner. Your table would then have a row of dates with counts and dates. However, each row will now have a unique column (and count) for each individual owner.

=== What are filter-only dimensions and what are they used for (i.e., cross join)? ===
Filter-only dimensions can only be added to reports as Filters. More specifically, they let you create reports that cross join data across multiple areas of Custom Reporting (also known as a cross join).

For example, if you wanted to create a list of email addresses (Contacts) who have opened an email (Campaign) within a specific date range, you are referencing two different tables: Contacts and Campaigns. Adding a Filter-only dimension of Campaign Relationship Type will allow you to select the type of relationship that the Contact has with a given Campaign.

In this case, you would add a Filter of Campaign Relationship Type = Opens and a Filter for your Event Date. Then you would add email address as a dimension and run your report. This would give you a list of email addresses that have opened an email within the date range you filtered by.

=== How do I share reports with my team? ===
ActiveCampaign does not offer specific share links to any given report that is created in Custom Reporting. To view a report, you must have access to Custom Reporting as a whole.

However, there are three types of Looks and Dashboards, some of which you can share with multiple users:
* '''Personal''': Only viewable by the user who creates them.
* '''Group''': Accessible by all users who have access to Custom Reporting.
* '''Shared''': Created and administered by ActiveCampaign for your reference to be used as guides for how to leverage Custom Reporting.

You can choose which of the types you would like to set your report as when you create any Look or Dashboard.