Features

The prebuilt reports

Four ready-made report views – Traffic Channel, Campaign, Landing Page and Ad Creative – that answer the most common questions without building anything. Drill down and click any number to see the leads behind it.

Alongside the custom Report Builder, LeadJourney ships four prebuilt reports that are ready the moment your tracking is live. Each one is tuned for a specific question and lets you drill down and click any number to see the leads behind it – something the Report Builder's aggregated views don't do.

Prebuilt vs. Report Builder

Use a prebuilt report to explore performance top-down (channel → campaign → ad set → ad) and drill into individual leads. Use the Report Builder when you want a custom mix of metrics, grouping and chart style to save to a dashboard.

The four reports

What they have in common

All four live under Reports in the sidebar and share the same controls:

  • A date range and a Compare to previous period toggle.
  • An attribution method (Last Click / First Click) and window.
  • Search, status filters and advanced filters.
  • Sortable, re-orderable columns with saveable presets.
  • A leads/sales icon on each row – click it to open Lead Overview filtered to exactly that slice.

Limit access per report

Each report can be granted or withheld per user. See Add users to your workspace to limit a teammate to specific reports and channels.

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