{"id":985,"date":"2024-10-18T12:17:23","date_gmt":"2024-10-18T10:17:23","guid":{"rendered":"https:\/\/www.lemlist.com\/academy\/?p=985"},"modified":"2024-10-18T12:17:35","modified_gmt":"2024-10-18T10:17:35","slug":"reports-overview","status":"publish","type":"post","link":"https:\/\/academy.lemlist.com\/academy\/optimize-scale\/analyze-my-results-with-reports\/reports-overview\/","title":{"rendered":"Reports – Overview"},"content":{"rendered":"\n

Understanding your reports is key to improving performance and tracking metrics. Here\u2019s a simple guide to access and interpret your reports in lemlist.<\/p>\n\n\n\n

Accessing Reports<\/h2>\n\n\n\n
1<\/span>
Go to the Reports section<\/strong> from the left menu.<\/div><\/div>\n\n\n\n
\"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

At the top of the page, you’ll see options to organize your reports:<\/p>\n\n\n\n

\"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n
    \n
  • Tabs<\/strong>: Create and save tabs for easy access in the future.<\/li>\n\n\n\n
  • Add\/Edit Widgets<\/strong>: Customize your report by adding components. You can always edit later.<\/li>\n\n\n\n
  • Share button<\/strong>: Share your reports via a restricted link (for teammates) or a public link (for others).<\/li>\n<\/ul>\n\n\n\n

    Using Filters<\/h2>\n\n\n\n

    Filters help you view reports for a specific period or campaign.<\/p>\n\n\n\n

    \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

    You can filter by:<\/p>\n\n\n\n

    1<\/span>
    Time frame<\/strong> (e.g., last 30 days)<\/div><\/div>\n\n\n\n
    2<\/span>
    Tags<\/strong> created within campaigns<\/div><\/div>\n\n\n\n
    3<\/span>
    Campaigns<\/strong> (view all or specific ones)<\/div><\/div>\n\n\n\n
    4<\/span>
    Users<\/strong> (view all or specific users)<\/div><\/div>\n\n\n\n

    Lead Interaction Overview<\/h2>\n\n\n\n

    We track leads that were contacted during the selected time period.<\/p>\n\n\n\n

    You\u2019ll see two types of widgets:<\/p>\n\n\n\n

    1<\/span>
    Total Activities View:<\/strong> Counts total interactions.<\/div><\/div>\n\n\n\n
    2<\/span>
    Lead Funnel View:<\/strong> Counts each interaction once per lead.<\/div><\/div>\n\n\n\n

    Widget Examples<\/h2>\n\n\n\n
    \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

    Widget #1: Messages sent over time<\/h3>\n\n\n\n

    Shows the number of messages sent across different channels (email, LinkedIn, etc.) during the filtered time period.<\/p>\n\n\n\n

    Hover over the chart to see the exact number of emails or LinkedIn messages sent.<\/p>\n\n\n\n

    \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

    Widget #2: Sending activities over time<\/h3>\n\n\n\n

    Tracks the number of activities (emails, LinkedIn messages, etc.) sent across different channels over time.<\/p>\n\n\n\n

    You can toggle between time intervals (daily, weekly, monthly) and channels (LinkedIn, email, phone, etc.).<\/p>\n\n\n\n

    \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

    Widget #3: Lead activity over time<\/h3>\n\n\n\n

    Tracks lead engagement over time, showing key interactions like sent, delivered, opened, clicked, replied, and interested.<\/p>\n\n\n\n

    \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

    Widget #4: Total messages sent<\/h3>\n\n\n\n

    Displays the total number of messages sent across all channels (email, LinkedIn, etc.) during the selected period.<\/p>\n\n\n\n

    \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

    Widget #5: Lead activity overview<\/h3>\n\n\n\n

    Shows the volume of leads sent, delivered, opened, clicked, replied, and marked as interested.<\/p>\n\n\n\n

    You can analyze data for different channels like LinkedIn, email, phone, and others.<\/p>\n\n\n\n

    \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

    Widget #6: Lead funnel over time<\/h3>\n\n\n\n

    Tracks the status changes of leads contacted during the selected period.<\/p>\n\n\n\n

    It shows how many leads were contacted, delivered, opened, clicked, replied, and marked as interested.<\/p>\n\n\n\n

    \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

    Widget #7: Lead issues over time<\/h3>\n\n\n\n

    Tracks the number of leads who had issues during outreach.<\/p>\n\n\n\n

    Shows how many leads were contacted but had problems like emails not delivered or unsubscribed.<\/p>\n\n\n\n

    \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

    Widget #8: Lead funnel overview<\/h3>\n\n\n\n

    This is another view of lead status changes, focusing on how many leads were contacted, delivered, opened, clicked, replied, and marked as interested.<\/p>\n\n\n\n

    \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

    Widget #9: Sending performance<\/h3>\n\n\n\n

    Shows the performance of your sending email addresses, tracking how many leads were contacted, delivered, opened, clicked, replied, and marked as interested.<\/p>\n\n\n\n

    \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

    Widget #10: Lead funnel by campaign<\/h3>\n\n\n\n

    Tracks lead status changes by campaign.<\/p>\n\n\n\n

    Shows how many leads are reviewed, in progress, completed, opened, clicked, replied, and marked as interested.<\/p>\n\n\n\n

    \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

    Widget #11: Leads in campaign<\/h3>\n\n\n\n

    Shows leads based on their current status and allows you to push them to other campaigns.<\/p>\n\n\n\n

    You can filter leads by status, like opened or clicked, and move them to new campaigns.<\/p>\n\n\n\n

    \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

    Widget #12: Lead funnel by date<\/h3>\n\n\n\n

    Tracks lead status changes over time, like daily, weekly, or monthly views.<\/p>\n\n\n\n

    Shows how many leads were contacted, delivered, opened, clicked, replied, or marked as interested during each period.<\/p>\n\n\n\n

    \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

    Widget #13: Heading zone<\/h3>\n\n\n\n

    Allows you to add headings between widgets to organize your reports better.<\/p>\n\n\n\n

    \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

    Widget #14: Text zone<\/h3>\n\n\n\n

    Allows you to insert text blocks between widgets to improve the structure of your reports.<\/p>\n\n\n\n

    \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

    Best Practices<\/h2>\n\n\n\n
      \n
    • Regularly check reports to spot trends.<\/li>\n\n\n\n
    • Use A\/B testing to improve open rates and clicks.<\/li>\n\n\n\n
    • Keep your contact list clean to reduce bounce rates.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

      Understanding your reports is key to improving performance and tracking metrics. Here\u2019s a simple guide to access and interpret your reports in lemlist. Accessing Reports At the top of the page, you’ll see options to organize your reports: Using Filters Filters help you view reports for a specific period or campaign. You can filter by: […]<\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[21],"tags":[],"class_list":["post-985","post","type-post","status-publish","format-standard","hentry","category-analyze-my-results-with-reports"],"acf":[],"_links":{"self":[{"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/posts\/985","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/comments?post=985"}],"version-history":[{"count":1,"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/posts\/985\/revisions"}],"predecessor-version":[{"id":1004,"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/posts\/985\/revisions\/1004"}],"wp:attachment":[{"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/media?parent=985"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/categories?post=985"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/tags?post=985"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}