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Creating a New Report

The reports feature within Qualified works as a database to help you keep track of website visitors and hot leads or prospects. You can create reports of certain target accounts that have been on your website recently or those visitors in which your team might be currently out-bounding to. 

In this guide we’ll walk you through creating your own reports as well as creating reports for your whole team to use.

Getting Started

To get started you’ll want to navigate to Analytics > Reports where you’ll be able to see all of any pre-existing reports and be able to create a new one.  Click on the + symbol to create a new report from scratch.

Navigating within Qualified to create a new report.

Setting Filters

By default when you create a new report you'll see the option to show a report based on visitors or sessions. A Session is defined as every time a visitor is on the website. A Session will end for a visitor when they are idle for more than 60 minutes OR a visitor has left your site for 5 minutes before coming back. A visitor can have multiple sessions on your website.

Setting Filters in Qualified
Filter settings.

Changing Columns

You can also change the columns that appear by using the cog icon on the right hand side to add or remove columns as needed. As well as change the order of the column to better fit your needs.

Changing columns in Qualified
Adding and arranging columns.


You'll notice the 'External' column will give you a quick glance into which visitors are Salesforce Leads, Salesforce Contacts, or Pardot Prospects in your external systems.

Hovering over visitors too see more information
External Contacts, Leads, & Prospects.


To revert your changes simply click to clear your filters below your settings or to see more details about a particular visitor click on the visitor row to open the playback URL which contains the conversation history and browsing history of the visitor.

Saving Reports

In order to save time you can share the reports that you create as well as save reports across your whole team.

When you share with your reports, they will appear under your reports list as shown below as well as in the same view for your team. A few things to keep in mind:

  • Reps cannot edit your original list once it's shared with them, but they can make changes and save as a copy.
  • Reps cannot share lists to the whole team, but they can save their own lists privately.
  • Reps will not be able to view individual conversations with visitors that they do not own in Qualified.
Reports in Qualified.

Deleting Reports

When you delete a report that is shared, you'll want to keep in mind that this deletes the report for everyone on your team. To delete a list select the list from the dropdown on the left hand side to make it active. You'll then select the 'delete' option that appears to the right as shown below.

Deleting reports.

Exporting Reports

You'll be able to export your reports if those reports are 50k rows or less and you are an admin within your account. To do this, run your filters and check to see the button for exporting on the right hand side of your screen. If the button is not there, your list might be too big and will need to be refined more. When you do see the button, click on it to export your report information into CSV format.

Exporting Reports.

Summary

Qualified reports works as a database of your website traffic, helping you and your sales reps to see a full picture of your website traffic and your hottest leads. Your sales reps can use reports to view who has been on the site recently, view which meetings have been booked, and check to make sure outbound campaigns are successful.

Next Steps

Continue to learn more about visitor reporting by viewing the guides below:


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