Working with reports

Overview

Ortto’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.

Accessing Reports

To access the Reports page, go to Analytics > Reports.

Managing Reports

The Reports page allows users to:

• Create a new report
• Manage an existing report, which includes viewing and editing a report.

Types of reports

Ortto allows you to generate the following types of reports:

• Pie
• Line
• Column
• Metric
• Geo
• Ledger
• Table
• Funnel
• Cohort (only on selected Ortto plans)

Person reports vs. Account reports

You can create two different types of object reports: Person reports and Account reports.

• Person reports allow you to analyze activities and fields tracked or stored at the individual contact level. These reports are useful when you need insights related to specific people such as contact fields or any activities tied directly to a person.
• Account reports allow you to analyze activities and fields tracked or stored at the account (organization) level. These are helpful when you're looking at company-wide data, activities, or any information that applies to an account rather than an individual contact.

Learn more about account activities.

Use default data source reports

When you integrate a data source with Ortto, we automatically create reports based on relevant activities, such how much of your new business monthly recurring revenue (MRR) is from subscribers. This helps you and your team gain insight into where you might need to turn your attention, such as to abandoned checkouts.

Learn more about default data source reports.