Visitor Reports

Overview

Visitor Reports are the best way to see detailed information about a Segment, like who they are, what metadata values they have, and what their product usage is. Visitor Reports can be created by anyone in your subscription and all the reports you can view are shown in the Visitor Reports tab on the Visitors page. An individual report will show all of the data you've selected, organized in columns, by Visitor ID. You can use tools in the report to export it as a CSV, refresh the data, edit the report, duplicate it, delete it, or subscribe to the report to receive it in a weekly email.

Related: Pendo 101: Visitors

 

Visitor Reports Tab

VisitorReportsTab.png

The Visitor Reports tab shows all of the Visitor Reports you can view. Reports can be visible to Everyone or you can restrict them for only yourself. The columns include basic information like Name, Time Range of report data, who created it, Visibility of the report, which app is being queried, and which Segment the report targets.

Tip: Come up with a naming convention and sharing policy for reports for your subscription. Many users across multiple departments can create a lot of reports as they're analyzing Segments. Naming reports by department, project, or meeting and only sharing with Everyone when necessary will help keep the list of Visitor Reports manageable.

 

Create a Visitor Report

There are two ways to create a Visitor Report. The Visitor List on the Visitor Overview tab can be quickly saved as a report or a new report can be created from the Visitor Reports tab.

Create a Report from the Visitor List

VisitorList.png

Click Save as Visitor Report in the Actions menu to save the current Visitor List as a Visitor Report. This is helpful when you're using the Overview tab to do a quick analysis a Segment of users and want to save the details for later or share it with someone.

CreateVisitorReport.png

A Create Visitor Report form will pop up with the Filters and Visitor List Columns you've already selected. Give it a name, make any changes, and click Create Report.

You'll be taken to the Visitor Report page for your new report.

Create a Report from Visitor Reports

CreateReportTab.png

Click + Create Report on the Visitor Reports tab to create a new report.

CreateVisitorReport2.png

Name the report and set the Visibility.

Select the Segment for your report from existing segments or create a new segment.

Select the App you want to pull data from if you have a multi-app subscription.

Select the Date Range for the data set.

Pick the Columns for your report. Columns will show the value for Visitor metadata or the amount for usage data. Data that can be displayed in columns includes useful properties like number of Feature clicks, Poll responses, or browser session information.

Columns.png     ColumnsExample.png

Note: A report will include each unique combination of included fields. When using an account-level field (such as 'Account ID'), visitors with multiple accounts will always show up as separate rows.

Click Create Report to go to the Visitor Report page for your new report. Your new analysis will run automatically and your data will be display as soon as it's ready, usually within a few seconds. Complex reports querying large data sets may take slightly longer.

 

The Visitor Report

The Visitor Report page has all of the information available in your report with helpful tools for managing your report and accessing your data. The Report Summary outlines the data presented in the report. If you have an integration with Salesforce this will include the Salesforce Push option to send Visitor Report data to Salesforce.

Visitors shows all of the Visitor IDs that match your filters with columns displaying the data you queried for those Visitors. Click on a Visitor ID to bring up the individual Visitor's details. Click column headers to sort by information in that column.

VisitorReport.png

 

Report Tools

Several tools are available to help you access your data and manage your reports.

ReportTools.png

Download CSV

CSV.png

Download CSV creates a comma-separated values (CSV) file of your report. The file will contain all of the Visitor IDs and column values in CSV format.

DownloadCSV.png

 

Re-run Report

Rerun.png

Re-run Report immediately processes your report again and display it with the most current available data. The values in the report are still subject to normal processing time for usage data in Pendo.

RerunLoading.png

 

Edit Report

EditButton.png

Edit Report opens up the Edit Report form where any of the filters and columns can be changed. 

EditVisitorReport.png

 

Duplicate Report

DuplicateButton.png

Duplicate Report makes a new report with the Segment, app, date range, and columns of the original report. You can add to or edit the report you duplicate which lets you use any report as a template.

Click Duplicate Report to open a Create Visitor Report form with the details of the duplicate report. The default name is "Copy of [Existing Report Name]. All Filters and Columns will match the original report.

DupVisitorReport.png

The duplicate report's default visibility is set to Only Me. Update the visibility to Everyone to make your report public.

Visibility.png

Click Create Report to make the new report and go to the new Visitor Report page for your duplicate report.

Note: Don't forget to rename the new report or it will still start with "Copy of"!

 

Delete Report

DeleteReport.png 

Delete Report will permanently delete the report from the subscription. If this report is visible to Everyone it will delete the report for all users. This cannot be undone. A popup will confirm the deletion.

DeleteReportPrompt.png

 

Subscribe to Report

SubscribeButton.png     SubscribedToast.png

Subscribe will send the report to the email address in your Pendo user account every Monday morning, between 5:00AM and 8:00AM subscription time.

The Subscribed Reports email will include

  • Total count of report results
  • Percentage change from the previous week
  • Link to the report in Pendo
  • First ten Visitors in the report
  • First three columns in the report

 

UnsubscribeButton.png     UnsubscribedToast.png

Unsubscribe from a report by clicking the Unsubscribe button that will appear on the Report page for a report you're subscribed to. The Unsubscribe button replaces the Subscribe button in Report Tools.