To create a business report in Funnel Pages, follow these steps:
- From the Businesses Page, select a business that you want to create a report for and click the ‘View Business’ icon.
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- Click the ‘Reporting’ tab.
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- Click ‘Create New Report’.
From this tab, you have the option of creating a Scheduled Recurring Report or create a One Time Report. Please select the corresponding report that you want to generate for this particular business.
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- Type the Report Name.
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- Select the Funnel Name that you want to use.
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- Select the Report Period from the list.
This will be the duration of time that you are going to be using for the report to effect on.
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- Select a Report Schedule and the frequency of the report generation.
You can select weekly, monthly, bi-monthly, quarterly, and Semi-Annually.
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- Select the Start Date of the report generation.
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- Type the Report Recipients. Review your Report Setup and click ‘Save’.
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- Your report is now created. You can manage this report by selecting the action that you want.
You can perform any of these actions:
- View Report
- Edit Report
- Delete Report
- Get Report URL
- Email This Report URL
- Save Report as a PDF
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