Field Breakdown

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About the Field Breakdown Report in ActiveCampaign

The Field Breakdown report is a powerful feature within ActiveCampaign that enables users to visualize and analyze field values effectively. This report offers critical insights into customer behavior by presenting a breakdown of values captured for various fields, including accounts, contacts, and deals. The ability to see these values in formats such as tables, pie charts, and bar charts allows for easy identification of trends and patterns among customers.

This report is significant as it empowers users to leverage data analytics to make informed decisions that can enhance engagement and improve business strategies. Understanding and analyzing data through the Field Breakdown report can lead to better-targeted campaigns and improved customer relationships.

How to Access the Field Breakdown Report

To access the Field Breakdown report, you can use one of the following methods:

1. Click Reports on the left menu. Then click Contacts > Field Breakdown Report. 2. Click Contacts on the left menu. Then select Field Breakdown Report.

Once you select the Field Breakdown report, it will load automatically, and by default, filters for contacts, phone, and the last 7 days will be selected.

Step-by-Step Instructions for Using the Field Breakdown Report

Once you've accessed the Field Breakdown report, you can utilize the various filter options available at the top of the report. Here’s how to effectively use this feature:

1. **Select Your Filters**: The top of the report contains several filter options to tailor your analysis:

  * **Category**: Choose to view fields by Accounts, Contacts, or Deals.
  * **Field**: This filter provides a dropdown of both standard and custom fields for the selected category. Note that the Text area option (which allows multiple lines of text) is not available for this report. 
  * **Created Date**: Filter contacts, deals, or accounts created today, last 7 days, last 30 days, last 90 days, or set a custom date range.
  * **Deal Status**: This option is specifically available for deal fields, allowing you to filter deals that are Open, Won, or Lost.
  * **Measure**: Available for deal fields only, allowing you to select whether to view the breakdown report by Count (number of instances) or Values (currency value of a deal).

2. **Viewing Data**: After selecting your filter options, click the dropdown and select your desired option. The data will begin displaying immediately, and you can only view one field at a time at this point.

3. **Data Representation**: The type of field you select determines how the information is displayed:

  * Text input → Table
  * Date → Bar chart
  * Number, Money, Drop-down menu, Multi-selection list, Radio buttons, Check box(es) → Pie chart

  For example, if you select Accounts for the category and Annual Revenue for the field, and set a custom date range, the report will visualize data as a pie chart if the field is a money field.

4. **Exporting Data**: To export data from the Field Breakdown report:

  1. Hover over the report until three vertical dots appear at the top right.
  2. Click the three vertical dots and select Download Data.
  3. In the popup, click the File Format dropdown and choose your preferred download format: CSV, TXT, Excel, JSON, HTML, or Markdown file.
  4. Click the Download button.

5. **Drilling Down**: You can click on the bar and pie charts to drill down into specific segments, enabling you to view and download a list of accounts, contacts, or deals that comprise that portion of the chart.

Configuration Options and Settings

The Field Breakdown report includes various key configuration options that allow users to specify how they view and analyze their data. Notable configuration options are:

• **Category**: Choose from Accounts, Contacts, or Deals.
• **Field**: Select standard or custom fields, noting that the Text area option is excluded.
• **Created Date**: Opt for a date range reflecting your analysis needs.
• **Deal Status**: Filter based on the status of deals where applicable.
• **Measure**: Choose between Count and Values for deal fields, providing flexible measurement standards.

Best Practices and Tips

1. **Regularly Review Trends**: Use the report frequently to stay updated on changes in customer behaviors and patterns. 2. **Combine Filters**: Don’t hesitate to utilize multiple filters to drill down deeply into specific data sets. 3. **Export and Share**: Regularly export key findings to share with your team, ensuring all stakeholders are aligned with data insights. 4. **Visualize Effectively**: Choose the appropriate visual format for the data type you are analyzing to enhance comprehension. 5. **Act on Insights**: Use the trends identified through the report to inform campaign strategies, product offerings, and customer engagement tactics.

Troubleshooting

If you encounter issues while using the Field Breakdown report, consider the following troubleshooting tips:

• **Data Not Loading**: Refresh the page or check your Internet connection if the report fails to load.
• **Missing Fields**: Ensure you have the correct permissions to view all fields within your account.
• **Exporting Problems**: Verify if browser pop-up blockers are preventing the download dialog from appearing.

Related Features

- **Contact Performance Report**: A related feature that provides an alternative way to analyze contact performance and effectiveness. - **Reports**: Broad reports feature that gives users access to a variety of analytical tools.

FAQ

1. What types of data can I analyze with the Field Breakdown report?

You can analyze data related to accounts, contacts, and deals, with breakdowns available in varying formats depending on the field type.

2. Is the Field Breakdown report available for all ActiveCampaign accounts?

No, this report is only available for existing accounts created before February 7, 2025. Newer accounts will have access only to the Contact Performance Report.

3. Can I customize how the report displays data?

Yes, you can customize the report view using the available filters such as category, date, and measure.

4. How often does the data in the Field Breakdown report refresh?

The data in the Field Breakdown report refreshes every hour.

5. What formats can I export my data into?

You can export data into CSV, TXT, Excel, JSON, HTML, or Markdown file formats.

6. Are there limitations on which fields I can use in this report?

Yes, the Text area field type is not available for reporting purposes.

7. Can I view more than one field at a time?

No, you can only view one field at a time in the Field Breakdown report.

This concludes the comprehensive overview of the Field Breakdown report in ActiveCampaign. For further information, consider exploring other sections in the Reports and Contact Reports categories. ```