# Recording AI Performance and Reporting

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## Step to creating a report:&#x20;

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.

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