Custom Reporting Dimensions

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Custom Reporting Dimensions

Custom Reporting Dimensions is an advanced feature within ActiveCampaign that empowers users to create tailored reports using a variety of metrics and dimensions. This functionality is particularly significant for businesses seeking to analyze their data from different angles, enhancing decision-making processes and strategic planning. Using Custom Reporting Dimensions, you can derive insights about your campaigns, automations, accounts, contacts, deals, and even eCommerce activities, ensuring your reporting aligns with your specific organizational goals.

How to Access This Feature

To access the Custom Reporting Dimensions feature, follow these steps:

1. Log into your ActiveCampaign account. 2. Navigate to the Reports section from the main dashboard. 3. Look for the option to create or manage custom reports. This may be labeled as "Custom Reports" or a similar term.

Once here, you will find the options to select various dimensions to include in your custom reports.

Step-by-Step Instructions

Creating a custom report using the Custom Reporting Dimensions can be accomplished in a few straightforward steps:

Step 1: Choose Your Report Type

- Begin by selecting the type of report you wish to create: Account, Automation, Campaign, Contact, Deal, or eCommerce.

Step 2: Select Dimensions

- Depending on the report type chosen, you will see a list of available dimensions. Choose from the following categories:

Accounts Dimensions

- Account Custom Field Name - Account Custom Field Value - Account Name - Account Created Date - Account Website - More as listed in the source content.

Automation Dimensions

- Automation ID - Automation Name - Currency - Event Date

Campaign Dimensions

- Automation Campaign Identifier - Automation Name - Campaign ID - Campaign Name - More as described in the source.

Contact Dimensions

- Account Name - City - Contact Custom Field Name - Email - More as outlined.

Deals Dimensions

- Deal Custom Field Name - Deal ID - Pipeline - Owner Name - More as elaborated.

eCommerce Dimensions

- Abandoned Cart Date - Contact Email - Currency - Order State - More available dimensions.

Step 3: Configure Your Report

- After selecting the desired dimensions, you can customize the report further by categorizing data, applying filters, or setting criteria for how data should be represented visually.

Step 4: Generate and Review Your Report

- Click on the Generate Report button to view the results. Review the report to ensure it meets your needs and adjust any parameters as necessary.

Step 5: Save and Export

- Once satisfied, you can save your custom report for future use or export it in your preferred format.

Configuration Options and Settings

When creating custom reports, you will encounter various configuration options that allow you to tailor your reports effectively:

- Account Custom Field Name and Value: Useful for filtering based on specific account criteria. - Automation Name and ID: Helps in identifying which automated processes are being analyzed. - Campaign Name and ID: Distinguishes reports based on specific marketing campaigns. - Contact Dimensions like City and Tags allow you to segment contact data meaningfully. - Dimensions for Deals and eCommerce' help analyze sales and revenue performance.

Best Practices and Tips

- **Be Specific**: When selecting dimensions, try to be as specific as possible to narrow down relevant insights. - **Cross-Join Attributes**: Utilize the cross-join feature to combine data across Automation, Campaign, Contact, and Deals, enabling deeper analysis. - **Regular Updates**: Regularly review and update your custom reports as metrics can change, and new dimensions may become relevant. - **Test Reports**: Before making significant business decisions, compare reports with sample data for accuracy.

Common Use Cases with Examples

1. **Campaign Performance Analysis**: Generate reports to analyze which campaigns resulted in the highest engagement by selecting relevant Campaign Dimensions. 2. **Automation Efficiency**: Utilize Automation Dimensions to measure how many contacts entered and completed specific automations. 3. **Geographic Insights**: Filter contacts by City or Country to understand regional performance and tailor future campaigns accordingly. 4. **Sales Tracking**: Create a custom report that utilizes Deals Dimensions to monitor the sales pipeline and forecast potential revenue.

Troubleshooting Section

- **Report Generation Issues**: If reports are not generating, ensure you have correctly configured the dimensions and filters. Double-check if any required fields are left empty. - **Data Discrepancies**: If you notice any discrepancies in data, verify you are referencing the correct dimensions and that there are no filters applied that may limit the output.

Related Features

For comprehensive insights, consider exploring related features such as: - Reporting - Automation - Campaign Reporting

FAQ

What are Custom Reporting Dimensions?

Custom Reporting Dimensions are various metrics and parameters used to tailor reports within ActiveCampaign to generate specific insights.

How do I access Custom Reporting Dimensions?

You can access this feature by navigating to the Reports section of your ActiveCampaign account.

What dimensions can I use for custom reports?

You can use dimensions related to Accounts, Automations, Campaigns, Contacts, Deals, and eCommerce.

Can I cross-join dimensions?

Yes! Cross-joining allows you to combine metrics from different categories to glean deeper insights.

What plans include Custom Reporting Dimensions?

Custom reports require specific plans like Plus, Professional, or Enterprise, and some add-ons for custom reports for those plans.

How often should I update my custom reports?

It is best practice to review and update your reports regularly to reflect changes in data and business strategy.

What should I do if the report doesn't show accurate data?

Check your selected dimensions and filters for accuracy, and ensure all fields that require input are filled correctly.

This feature enables nuanced data usage that can significantly impact decision-making, ensuring your marketing efforts align seamlessly with your business's objectives. ```