Automation Reports

Table of Contents

View Reports
- 1. Summary Reporting
- 2. Individual Reporting

FluentCRM offers a Reports section for each Automation, helping companies analyze campaign data and customer interactions to improve their CRM strategy. This article will guide you through using all the features of the Reports section inside a specific Automation.

View Reports #

To learn how to view the Automation Reports in FluentCRM, follow the steps with the screenshots below –

First, go to the Automations section from the FluentCRM Navbar, and open your desired Automation by clicking on its Title.

Or, create a new one by clicking the + New Automation. To learn how to create a new automation funnel, read this Documentation.

For example, I opened the List Applied automation funnel to explain the Reports section.

Once you are on the Automation Editor page, click the View Reports button and the Reports section will appear with all available options.

In the Reports Section, you will find two major types of reporting options for the funnel. These are:

Summary Reporting
Individual Reporting

Also, to sync new steps to existing completed contacts, click the Re-apply New Steps button in the top right corner.

For example, if you add any new step to your automation funnel after some contacts complete the automation, you can resume the newly added steps to the existing completed contacts using this Re-apply New Steps button.

The major two types of reporting options mentioned above are explained below –

1. Summary Reporting #

In this section, you will get another three options to view the summary report for each action of the funnel. These are:

Chart Report
Step Report
Emails Analytics

Chart Report #

This tab displays a summary of each Automation Action in a Chart with a Bar Diagram and Line using Percentages. Simply, hover over any action to see its Numerical report.

Step Report #

This tab also displays a summary of each Automation Action but in a Circle Graph.

Email Analytics #

This tab displays an analytical summary of your Email Action in the automation funnel with four different options. These are:

Sent: This option will show how many emails were sent using this automation.
Opened: This will show what percentage of subscribers have opened your email.
Clicked: If you included any link in your automated email, this section will indicate what percentage of recipients have clicked (visited) the link.
Unsubscribed: This will show you the percentage of the unsubscribed rate.

2. Individual Reporting #

This section will show you the individual reports of every contact.
Here, you will get several options to view individual reports of the automation. These are:

Individual Action Thread
Sequence Filter
Status Filter
Search Box
Delete Option
Pagination

A. Individual Actions Thread #

To view the activity of each action for a specific contact, click the Dropdown Arrow.
Then, a thread will appear with a report of all the action activity details for a desired contact.

B. Sequence Filter #

This will filter the reports according to the automated action in the funnel.

C. Status Filter #

This will filter the reports according to the following Status of Automation.

All: It will show you the reports of all the contacts listed for automation.
Active: This will display any active automation that hasn’t yet been finished.
Completed: This will show each unique outcome of the finished automated activity.
Canceled: This will display a report of any cancellation performed by automation for that particular contact.
Pending: This will show the automations that are still on the pending list and waiting for a subscriber.

D. Search Box #

Using this option, you can search for specific customers with User Name & Email.
For example, here I searched for a customer by name.

E. Delete #

Click this Trash Icon, if you want to delete any existing specific report if needed.
Plus, to delete all reports at once, click the Checkbox in the top left corner and press the Delete Selected Contacts button.