The reports feature within Qualified works as a database to help you keep track of website visitors, hot leads, and 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 article, 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, navigate to Analytics > Reports. Here you’ll see all pre-existing reports and be able to create a new one. Click on the + symbol to create a new report from scratch.
Setting Filters
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 left your site for five minutes before returning. A visitor can have multiple sessions on your website.
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.
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.
To revert your changes, 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 your reports with other Qualified users, 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.
Deleting Reports
When you delete a report that is shared with others, 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.
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.
Summary
Qualified reports work 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.
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