Generating Reports

Let’s say you want to generate a daily report of sign-ups, or a daily report on the people who log in or sales numbers for particular products or customers. Our reporting lets you capture and visualize trends in your numbers through our dashboard, and to also export/transfer spreadsheets/csv files of individual data-points.

This makes it very easy to track numbers and see the impact of events on time series graphs so you can keep an eye on your user’s behavioural trends and activity.

Our reporting console is simple. Use filters to set up the query, define the columns headings you’d like to see in your reports and enter how often you’d like to run the automation. When a reporting automation runs, it takes a snapshot of your data at the time it’s run, so a common approach is to run the automation daily and use a segmentation rule such as ‘users who signed up 7 days ago’, or ‘users who logged-in in the last 24 hours’.


Note here that we’re setting up a timing restriction, this is to exclude users from being measured more than once every set period. This is the same for other Actions such as email and SMS, but for reports we also need to tell Captivate what field to use in distinguishing unique items so they aren’t counted twice within the restriction period. This should be a field that is unique to each user, such as an email address, or a SKU if you’re counting products. This is how Captivate determines if a person has already been incorporated into this report. The idea is to alleviate any unwanted duplication of data.

The visualizer

On your project dashboard, you see a list of saved automation tasks. If you click on the ‘Reports’ button for your report task you see the data visualizer:


The visualizer displays a time-series graph with all the data in your reports. Clicking on the date will reveal a table of all the data collected for that day.