Working with reports

Autopilot’s reports allow you to produce detailed charts based on audiences, activities and their attributes that:

  • Help you analyze activities to make more informed decisions with your business operations, and

  • Can be used by your entire team to gain insights right across your business, from marketing to sales, customer support, through to product usage.

Types of reports

Autopilot allows you to generate the following types of reports:

  • Pie

  • Line

  • Column

  • Metric

  • Geo

  • Ledger

  • Table

  • Funnel (requires PRO plan or above)

  • Cohort (requires Business plan)

Accessing the reports page

To access Autopilot’s Reports page:

  1. Ensure you are signed in to Autopilot.

  2. Click Reports in the navigation drawer on the left to open Autopilot’s Reports page, which lists all of your Autopilot account’s configured reports.

    On this page, you can manage all aspects of your reports in Autopilot, including the ability to: