With the Segments feature, you can draw sophisticated and more granular information about the performance of your programs. You can answer a lot of questions by cross referencing data points across the different programs. This guide explains how you can generate reports from the Segments feature.
Note: This feature is available only in the Advanced $599 plan.
Step 1: Constructing your report
Navigate to Customers -> Segments
On this screen, click on the “Create Report” button:
Choose your data points and logic - once you click the Create Report button, you can choose which data points you wish the report to include:
You don’t have to add values to all variables. Choose which combination you wish to get data for and choose the correct logic.
Don't forget to name your report.
Once ready, click Save.
Step 2: Running the report
Once the report is constructed, you now have to run it.
From the dropdown, choose your report name.
In the below table called Customers, you’ll see the generated report containing the data points you selected in the previous step:
You can also export this report for your own reporting purposes.
If you need to edit the logic of a specific report you created, you can do so on the Edit Logic button. Once you edit logic, save the change and run your report again.
Few things to keep in mind:
All reports are saved and included in the dropdown for future needs. Reports are not automatically updated; you have to select the report and click Run to obtain an updated version.
There’s no limit to the number of reports you can configure.
The table will contain columns of data only relevant to the logic filters you set when creating the report.
Let us know if you have any questions about advanced reports in Customer Segments, we’re happy to help.