Reporting
Reporting: Comprehensive Configuration Guide
5 min read•Updated 3 days ago
Detailed insights tracking key metrics such as leads, sales, attribution, and campaign ROI.
Overview
Detailed insights tracking key metrics such as leads, sales, attribution, and campaign ROI.
Step-by-step Guide for Reporting
To configure Reporting in AI4B:
• Navigate to the relevant module from the left CRM navigation sidebar.
• Click the Settings gear or "+ New" action button.
• Fill out the required parameters and verify all webhooks/integrations.
• Test the implementation using the preview simulator or a test contact record.
Frequently Asked Questions
Is Reporting included across all AI4B subaccounts?
Yes, Reporting is available in every enabled subaccount with role-based permissions managed by your agency administrator.
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