Using ledger reports

Overview

Ledger reports provide a detailed, chronological view of individual activity records. These reports list each activity as its own row, allowing you to inspect exactly when an activity occurred and which attributes were recorded.

Ledger reports help you review raw activity details, timestamps, and associated attributes related to campaign interactions and contact behavior.

They are typically used when you need a precise, record-level view of activity data for auditing, troubleshooting, or detailed analysis.

When to use a ledger report

You can use a ledger report when you need to examine individual activities auditing, troubleshooting, or detailed analysis rather than aggregated metrics.

Here are some example cases where a ledger report can be used:

• Itemize a list of SMS or widget responses
• Inspect attribute values recorded at the time an activity occurred
• Export detailed activity records for further analysis

Creating ledger reports

You can create a ledger report by selecting Analytics > Reports > + New Person/Account Report > Start from scratch > Ledger report.

When building the report:

1. Click + Add metric to select the activity you want to report on.
2. Click + Add column to include additional data in the report.

Column options are organized into the following tabs:

• Attributes: Contains attributes recorded for the selected activity.
• Fields: Contains existing contact field values for the activity’s associated contact profile.
• Accounts: Contains existing account field values for the activity’s associated account profile.

To remove a column, click the trash icon beside that item.

You can rearrange columns in the settings panel by dragging and dropping them into your preferred order.

Once configured, select Create to build the report on the account.

Below is a table of the available setting options for this report:



Configuring uniqueness

When building a ledger report, you can choose to enable the Uniqueness window, which will mean only 1 entry is returned per person, for the combination of columns selected.

This means the results of how many activities are returned per contact depends on each of the following:

• The number of matching activities that have occurred for that contact in the chosen report timeframe
• How close together those activities are
• The combination of activity attributes selected

To explain this more clearly, consider the following example:

John, Lucy and Fred were each sent an email, and they each clicked at least one link in that email:

• John clicked 1 link
• Lucy clicked 2 links
• Fred clicked 3 links

If we build a ledger report on the "Clicked email" activity, and include "Email" and "Campaign name" as the 2 attributes to display, and do not enable the uniqueness window, you will see all 6 "clicked email" activities for the 3 people as follows:

Now, if we enable the Uniqueness window, it's going to ignore any duplicates that would appear in the table, e.g. Lucy's 2nd click, and Fred's 2nd and 3rd click. This is because the entries are identical.



Next, we will add an extra column to track, the raw url clicked on.

Now, the report will be looking for unique activities, judging uniqueness by all 3 columns. That is, a unique click by a different person, on this campaign, per unique url clicked. In our case, the contacts clicked different urls with each click, so all 6 click activities are now shown again:



Interpreting ledger reports

A ledger report is displayed as a list of individual activity records.

• Each row represents a single activity event.
• Each column displays either activity attributes or contact/account fields selected during report setup.
• Activity attribute columns show the values captured at the time the activity occurred.
• Contact and account field columns show the current values stored in the CDP.

Understanding the rows

Each row in the ledger represents one activity event.

If the same contact performs the same activity multiple times, each occurrence appears as a separate row.

Rows are sorted by time by default, allowing you to review activity in sequence. You can also use the Sort by setting or click a column header to sort the report by a specific column.

Understanding the columns

Each column displays a specific detail about the activity or its associated contact or account.

By default, ledger reports include:

• The activity's date
• Relevant ID fields for the selected activity

You can add additional columns to surface more context, such as:

• Email name from the Attributes tab for email-related activities
• Name and Email from the Fields tab for contact information
• Phone number from the Fields tab for SMS-related activities

Reading down the report allows you to review activity based on the column selected in the Sort By setting, while reading across a row lets you inspect all details for a single event.