Recording AI Performance and Reporting

How to create report

Step to creating a report:

1. Create a New Step for Recording Events:

   • Select "Create New Step" within your workflow builder.

   • Choose "Action" and then "Advanced Action" from the menu.

   • Select "Log Custom Event."

2. Define the Custom Event:

   • Connect the "Log Custom Event" action to the part of the workflow where you want to start recording the event.

   • Edit the action to create a new custom event. For example, name it "Lead Entry."

   • Optionally, add values to the event, though it can be left empty for now.

   • Save the custom event setup.

3. Add Additional Custom Events:

   • Insert another "Log Custom Event" action at another point in the workflow.

   • Define this new event, for example, as "Qualified" or "Not Qualified."

   • Save the new custom event setup.

4. Preview the Workflow:

   • Preview your workflow to ensure that the custom events are being triggered correctly.

   • Simulate user actions to see how the events are recorded (e.g., user responses leading to "Qualified").

5. Access the Analytics:

   • Go to the "Analytics" section of your workflow system.

   • Navigate to "Custom Events" to view the recorded events.

   • You can see the event count and sort the data by date.

6. Create a Custom Report:

   • Go to the "Tools" section and select "Custom Reports."

   • Click on "+ New Report" and give it a name, such as "Report One."

   • Choose "Funnel Report"

   • Save the new report setup.

7. Edit and Add Custom Events to the Report:

   • Open the newly created report for editing.

   • Add the custom events you created earlier, like "Lead Entry" and "Qualified."

   • Select each event and save them into the report.

8. Finalize the Report:

   • Apply and save all changes made to the report.

   • Return to the "Analytics" section and select the custom report you just created.

   • Refresh the report to see the recorded data, displaying how many times each event occurred and other relevant metrics.