Automation Reports

Once you’ve published an automation, you can check its performance in real-time by accessing the automation report. You’ll get insights into leads who’ve –

  • Entered the automation.
  • Transitioned through the various steps (action cards) or taken a certain course of action.
  • Exited the automation successfully or stalled at a certain step.

You can use this real-time feedback to tailor your automations to ensure you’re reaching your goals.

Automation Report Page

Note: This report shows the performance of the entire Automation. You can also check how an Automation has executed on a specific Lead, Opportunity, or Account through –

 

Accessing the Automation Report

To access the report –

  1. From your dashboard, navigate to Marketing>Automation.
  2. In the automation listing grid, hover the mouse over the wheel icon alongside the automation you want to view the report for, then click View Report.
Note: You can only view reports for published automations.

Automation Report Navigation

 

Report Insights

The left side of the automation report page tells you how many unique leads have entered your automation based on the trigger you’ve set. It shows you how many leads have exited or transitioned through the steps or stages and also gives you the created on and published on date and time of the automation.

You can also apply date filters to view leads entering or transitioning through the automation within a specific time frame.

report details

You can also view metrics on each automation card and the specific leads at a certain stage of the automation. To do so, click the graph icon alongside the automation card. Then click View Leads to see the list of leads who are at that particular step in the automation –

View List of Leads

 

Export Lead List for an Automation Card

To view and export the list of leads that have entered a specific card in a published automation –

  1. Navigate to the published automation, hover your cursor over LeadSquared - Settings icon, and click View Report.
  2. On the automation card for which you want to view the list of leads, click the bar graph icon Automation Report Icon, and then click View Leads.
  3. On the Automation_ Report Details page, hover your cursor over , and click Export Leads.
    • If needed, you can select specific leads to export by clicking the checkbox Checkbox next to their names.
  4. On the Export Leads pop-up, select the lead fields you want to export, and click Export.
  5. To view the export status, on the Export Report pop-up, click “here”. This will redirect you to the Request History page.
  6. Once the export request status is successful, hover your cursor over LeadSquared - Settings icon, and click Download Lead Export. You can view the lead list that was exported.

Note:

  • The card-wise list of leads, opportunities and accounts in the automation report will only store data for the previous 90 days. This applies to ‘User’ and ‘At Regular Interval’ automations as well.
  • The count of leads that entered each card will still be visible after 90 days. The lead list, however, will not display data prior to the last 90 days.

LeadSquared Automation Report

 

Email Reports

You can view email reports for automations that contain Send Email action cards –

Email Automation Card

The report gives you detailed information on your emails, including delivery rates, bounce rates, open rates, click rates and lots more.

You’ll see the View Email Report option for these automations when you hover the mouse over the wheel icon alongside the automation on the grid.

View Automation Email report

 

Export Lead List from an Email Report

To export the lead list from the Email Report –

  1. Navigate to the published automation, hover your cursor over LeadSquared - Settings icon, and click View Email Report.
  2. Click , and select the date range for which you want to export the leads.
  3. Then, hover your cursor over , and click Export Leads.
    • If needed, you can select specific leads to export by clicking the checkbox Checkbox next to their names.
  4. On the Export Leads pop-up, select the lead fields you want to export, and click Export.
  5. To view the export status, on the Export Report pop-up, click “here”. This will redirect you to the Request History page.
  6. Once the export request status is successful, hover your cursor over LeadSquared - Settings icon, and click Download Lead Export. You can view the lead list that was exported.
Note: The lead list will not show data prior to the last 90 days.

LeadSquared Automation Report

 

Lead, Opportunity, and Accounts Automation Reports

The Lead, Opportunity, And Automation-Level Automation Report displays how an Automation has executed on a specific lead, opportunity, or account. The report provides a timestamp for when each event was triggered and the completion time of each action card, and the resulting outcomes.

Lead Automation Report

To access the automation report for a particular lead –

  1. Navigate to Leads>Manage Leads>Lead Details Page.
  2. Under the Lead Actions menu, click Automation Report.
  3. All Automation executed on the lead will be displayed; open a report by clicking View Report.

lead report nav

The basic details about the lead are provided on the left side of the report page. You will also find links to the Lead Details page and to view the entire Automation Report.

report left info

On this drop-down, all Automation executed on the respective lead will be displayed.

dropdown automation

You can click on the i icon icon next to the trigger and action cards to see how the Automation was executed on the lead at each stage.

card details

 

Opportunity Automation Report

To access the automation report for a particular Opportunity-

  1. Navigate to Leads>Manage Opportunities>Opportunity Type>Opportunity Details Page.
  2. Under the Actions menu, click Automation Report.
  3. All Automation executed on the Opportunity will be displayed; open a report by clicking View Report.

opp report nav

The basic details about the Opportunity are provided on the left side of the report page. You will also find links to the Opportunity Details pageLead Details page, and the link to the entire  Automation Report.

details

On this drop-down, all Automation executed on the respective Opportunity will be displayed.

more automations

You can click on the i icon icon next to the trigger and action cards to see how the Automation was executed on the Opportunity at each stage.

each card automation

Account Automation Report

To access the automation report for a particular Account-

  1. Navigate to Leads>Manage Accounts>Account Type>Account Details Page.
  2. Under the Actions menu, click Automation Report.
  3. All Automation executed on the Account will be displayed; open a report by clicking View Report.

Account report nav

The basic details about the Account are provided on the left side of the report page. You will also find links to the Accounts Details page, and the link to the entire Automation Report.

accounts details

On this drop-down, all Automation executed on the respective Account will be displayed.

different automations

You can click on the i icon icon next to the trigger and action cards to see how the Automation was executed on the Account at each stage.

account card details

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martec
martec
1 year ago

can add these email automation reports to dashboard

Sri Sudhan
Admin
Reply to  martec
1 year ago

Hi, Martec. This is currently not supported, but a workaround might be possible. Please contact your account manager, and explain the use case to them. They might be able to help you out.

Elizabeth Boyle
Elizabeth Boyle
2 years ago

Can you change the timeframe for the Email Report?

Sri Sudhan
Admin
Reply to  Elizabeth Boyle
2 years ago

Hi, Elizabeth. We currently don’t support modifying the timeframe for Automation Email Reports. As a workaround, from the Automation View Report screen, you can change the date filters.
We are currently working on a feature that will allow you to change the timeframe for Automation Email Reports. Please keep checking the Product Updates page, where we’ll post an update once the feature is live. Hope this helps!

Nihit Jain
Nihit Jain
2 years ago

How to download automation report -email actions?