Creating a new report

You can create a new Autopilot report either from an existing template or from scratch.

Creating from a template

To create a new Autopilot report from a template:

  1. Ensure you have accessed the Reports page.

  2. Click "New report".

    01
  3. Select a report template.

    02
  4. The report will be pre-configured and shown as a preview of the last 30 days. Click "Create" to create the report.

    03

Creating from scratch with multiple activities

To create a new Autopilot report from scratch (with multiple activities):

  1. Ensure you have accessed the Reports page.

  2. Select "New report" and then click "Start from scratch".

  3. Select a report type, this example will teach you about column charts.

    04
  4. Name your report something memorable. The convention we typically follow is the activity followed by the precision of the report. For example if you were looking at how many times your emails were opened each week this report would be named "Opened emails by week".

    05
  5. Select an activity to see data display on the column chart. In this example we will select Opened email.

    06
  6. Next we want to change the precision to Weeks.

    07
    08
  7. Let’s add a second activity to compare. We will select "Clicked email" as our second activity.

    09
    10
  8. Under chart options you can display the activities as "stacked" to compare them in the same column. This is useful for when you have multiple activities.

    11
    12

Types of reports

Autopilot provides two types of reports: snapshot and dynamic.

Snapshot

Every report created initially begins life as a snapshot.

This means that the report represents a snapshot of data in time and is not automatically updated with new information. Depending on your plan, snapshot reports are able to represent data from the last 30 or 90 days.

Snapshot reports allow you to analyze activities that occur between specific time period. They are best used for quick analysis when you don’t require information outside of this specific time period. Snapshot reports can look back up to 90 days depending on your plan.

  • When you create a report it’s a snapshot by default.

  • It’s a fixed period in time.

  • It won’t update beyond this fixed period.

To record data over time or add it to a dashboard you need to switch your report type to dynamic.

Dynamic

Dynamic reports are "live" reports which update with new information over time.

You can switch a snapshot report into a dynamic report. This is done either by switching the report to dynamic or when you pin the report to a dashboard. When the report is dynamic it means the report will continuously update with new information. As the report accumulates more and more information you can look back further and further. For example if a report with monthly precision has been dynamic for an entire year you could look back at specific months or all months over that year.

  • You can switch a report to dynamic.

  • Dynamic reports continuously collect new information so you can analyze longer periods.

  • When you pin a report to a dashboard it becomes dynamic.

switch snapshot to dynamic
switched to dynamic