Working with reports
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.
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.
Access the reports page
To access Ortto’s Reports page:
- Ensure you are signed in to Ortto.
- On this page, you can manage all aspects of your reports in Ortto, including the ability to:
- manage a report, which includes viewing and editing a report.
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.
Explore the default reports added in Ortto when you connect a relevant data source under Default data source reports.