Custom Reports

Owned by Matthew Miao
Last updated: Jul 25, 2024
4 min read

Creating and Using Custom Reports In UChat

In order to create a custom report, click on the tools tab and select custom reporting.

Enter the name of the report and the type of the report.

Click on the gear icon to start modelling your reports.

Modelling Funnel Report

Click on the “Funnel Steps” to start adding custom events to your report

Click on “Add step”

Select which type of event do you want to track

After adding the event, click on the three dots icon to start customizing it.

Set up the proper events you want to track in this event. Click on the Done button

You can add more steps to your funnel report, if you want to build a collaborative report or comparison report on multiple events and track the performance on multiple fronts.

If you want to change the colors of the trendline graphs and bar charts, click on the palette icon on the tope left corner and then choose the chart you want to change the color of.

You can also edit the graphs and charts themselves, changing their labels, axes, enabling or disabling them to show on the report itself or not

Modelling Percentage Report

In percentage reports, you can compare two events and find out how they perform w.r.t to each other.

In order to add the events, click on Field A and Field B.

In order to edit the charts and graphs, click here to modify them as per your needs.

Formulae

Percentage reports allow you to add formulae to calculate the percentage and proper event.

Formula #1

This formula compares the two fields and calculate the relative percentage between them. For example

  • Field A can be No of students in Class A and Field B can be the total number of students in a school, this formula will help you calculate the percentage of students of Class A compared with total student population of the school

  • Field A can be can be the no of sales of product A and field B can be the total number of sales, this formula will help you calculate the percentage of sales of product A.

Formula #2

This formula compares the two fields and just like the formula 1 give the relative percentage. Here Field A and Field B can be the two parts. The denominator here gives the sum of the constituents.

Field A can be the no of users passing through Flow A. Field B can be the no of users passing through Flow B. This formula will gives us how many people passed through which flow, This is import for A/B testing

Formula #3 & 4

This formulae compares the two fields and give a value which is not directly derived. For example consider a marketing SMS campaign. We can track the total number of the people targetted and the people replied to be put in DNC or Do not Contact list. Using this formula we can derive the actual number of people that responded back to the campaign or the actual response rate.

Visualizing Analytics For Custom Reports

In order to visualize the custom reports, you can click on the analytics tab and select custom reports