Selecting "Visitors" will bring you to an overview page based on your selected segment, date range and apps. Here is an explanation on each metric you will see on the summary page.
To create a custom report, you can do this from the Visitor List Summary or the Visitor Reports section.
Visitor List Summary View
Towards the bottom of the Visitor Summary Page, you’ll find a list of visitors:
Visitor List: This list of visitors reflects active visitors for the selected segment and date range.
- Actions: This button will reveal additional options to edit your columns, Download to CSV and Save as Visitor Report.
Create an Visitor Report from Summary View
To start your report creating process from this view, choose the segment and date range you want to use in your report.
Click on the "Actions" button and choose the edit your columns option. If this is your first time, you will see a set of default columns.
Columns can be additional product usage or metadata details to your view as you desire. Product Usage includes:
- Track Events
Once you edit your columns, you should see those options until you edit your columns again. Once you’re satisfied with your changes, Click on the "Actions" button and choose the "Save as Visitor Report" option. Then, you will be prompted to name your report and choose if the report is visible to everyone or only for yourself. Below that, you can review your report details and save.
Create New From Visitor Reports
To navigate to this section, click on the Visitor Reports tab underneath the "Visitor" header at the top of the page.
In this section, you will see all your saved reports. If another Pendo user creates a report and sets the visibility as "Everyone," you will also see listed there.
To create a new report from this view, click on the "+ Create New Report" button under the "Visitor" header at the top of the page.
Name your report and adjust details you would like to see in your report.
When you’re ready, click on "save."
Once you save a report, you see the Report Summary. From this view, you will see additional options:
- Download via CSV - Click on this icon to download your report via CSV
- Re-run Visitor Report - Choose this option if you want to manually refresh your report.
- Edit Visitor Report - If you want to edit your report, click on this icon and adjust as you need. This new view will save with your report.
- Delete Visitor Report - Sometimes you need a temporary report. Choose this option when you’re ready to delete your report. Clicking the "trash" icon will also prompt you to confirm that you want to delete your report.
- Setup Salesforce Push - If you have Salesforce integration setup, use this option to push the report data into Salesforce.