Recording AI Performance and Reporting
How to create report
Step to creating a report:
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."
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.
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.
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").
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.
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.
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.
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.
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