Custom Reports
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How to view custom objects in Custom Reports
Custom Reports in ActiveCampaign allow users to analyze and visualize data by incorporating custom objects. This feature is crucial for businesses looking to extract actionable insights and foster growth through precise data comparison. By integrating custom object data with existing ActiveCampaign information, users can identify trends, areas of opportunity, and strategize effectively.
How to access this feature
To utilize Custom Reports effectively, users must have access to a suitable ActiveCampaign plan. The Custom Reports feature is included in the Enterprise plan, while the custom reports add-on is available for Plus and Professional plans. Users need to ensure they have created a custom object using the ActiveCampaign API or through the Manage Data page in their account before proceeding.
Step-by-step instructions
Step 1: Create or integrate custom objects
To begin using Custom Reports, you must first create a custom object template or schema. This can be done either through the ActiveCampaign API or by accessing the Manage Data page in your ActiveCampaign account. Additionally, connecting integrations like Zendesk Support or Calendly that come with a custom object will allow you to utilize their data as well.
- Note:* Newly created custom objects will only show up in Custom Reports after the data refresh cycle, which occurs daily around 5:30 AM CST.
Step 2: Accessing custom object data
1. Click on Settings in the main menu. 2. Navigate to Manage Data to view the custom objects you have created or connected to your account.
Step 3: Viewing custom objects in Custom Reports
1. Click on Reports in the main menu. 2. Then select Custom Reports. 3. On the left side of the Custom Reports page, you will see a list of relevant custom objects associated with your data in the Settings > Manage Data section.
Step 4: Exploring dimensions and measures
1. To see the available dimensions and measures for each custom object, click the arrow to the left of the custom object name. 2. Be mindful that the dimensions and measures available are dynamic and can change; any updates or changes need to be made under the Settings > Manage Data section.
Step 5: Saving your report
After accessing the required dimensions and measures and building your report: 1. Save your work by selecting the option to save the report as a look or as part of a dashboard for quick access later.
Configuration options and settings
The following key components and settings are important when working with Custom Reports:
- Custom Objects: These must be created or connected to be used in reports.
- Dimensions and Measures: The data points that represent the attributes and metrics of the custom objects, which are customizable and dynamic.
- Refresh Cycle: Custom Report data updates once daily, around 5:30 AM CST.
Please note, if a custom object schema is deleted, it will no longer appear in Custom Reports following the next data refresh.
Best practices and tips
- Ensure your custom object data is well-defined and structured to facilitate effective reporting. - Regularly check for updates or necessary changes to dimensions and measures in the Settings > Manage Data section. - Take advantage of the ability to cross join dimensions and measures from the contact table, ensuring your contacts are associated with the relevant custom objects for comprehensive analytics. - Explore the integration options available to enrich the reporting experience with external data sources.
Common use cases with examples
- **Comparative Analysis**: Use custom objects to compare customer interaction history with sales data, identifying purchasing trends over time. - **Performance Tracking**: Measure the effectiveness of marketing campaigns by linking campaign results with custom object metrics to get a complete picture of campaign impact. - **Opportunity Identification**: By examining custom metrics alongside customer lifecycle stages, businesses can identify prospects that exhibit promising engagement.
Troubleshooting
If you encounter issues with viewing custom objects in Custom Reports: - Ensure that the custom object has been created and is available in the Manage Data settings. - Check if there has been a data refresh; new custom objects will only appear after the next scheduled refresh cycle. - Double-check the integration settings if working through an external integration.
Related features
- For more details on creating and managing custom objects, visit the Manage Data documentation. - To learn about more advanced reporting techniques, check out the Automation section for greater insights on utilizing automation features in conjunction with reporting.
FAQ
What are custom objects?
Custom objects are user-defined entities within ActiveCampaign that allow tracking of unique data pertinent to business needs.
How often is the data in Custom Reports refreshed?
Data in Custom Reports is refreshed once daily at around 5:30 AM CST.
How can I create a custom object?
You can create a custom object schema using the ActiveCampaign API or through the Manage Data page in your account.
Can I use data from external integrations?
Yes, certain integrations like Zendesk Support and Calendly include a custom object that can be utilized in reports.
What happens if I delete a custom object schema?
If a custom object schema is deleted, the custom object will not appear in Custom Reports after the next data refresh.
Are there limitations on dimensions and measures?
Yes, dimensions and measures are dynamic and vary with each custom object. Any necessary updates should be addressed in the Settings > Manage Data section.
Can I cross join custom object data with contact data?
Yes, cross joins are available for dimensions and measures that are associated with contacts and custom objects, enabling deeper analytical capabilities. ```