How To Navigate and Use Reporting Dashboard

The Reporting Dashboard is a feature of HUXLEY that allows you to easily pull reports and review data and metrics for a variety of predetermined reportable features. HUXLEY is capable of providing data and graphs for Google Ads, Facebook Ads, Attribution, Call Reporting, Agent Reporting, and Appointments.

NOTE: If you wish to use the Google Ads or Facebook ads reports, you will need to have your Google and/or Facebook account integrated into HUXLEY.

Here’s a brief overview of the reports you may have available:

• Google Ads: provides metrics for campaigns, ad groups, ads, keywords, and conversions
• Facebook Ads: data available for campaigns, AdSets, ads, and demographics
• Attribution Report: gives an overview of the source and conversions for your forms, surveys, and calendars
• Call Reporting: includes statics on call duration, answered vs. missed calls, and more
• Agent Report: gives an overview of call metrics, SMS and email statistics, and more for your team of users/agents
• Appointment Report: displays various graphs and statistics on appointment outcomes and more
  
  

Check out our in-depth tutorial articles for each specific report to understand the metrics, filters, and customizable features for the individual report. You can review each report as often as you want for the latest, most up to date information and metrics.

NOTE: If you wish to view reporting metrics for one single day, be sure to check that date as the start and and end date. You must have both selected in order for the stats to appear. The example below shows how you can run reporting for January 1, 2022 by choosing January 1st as the start and end date:

• Persistent Settings: When you set a specific date range (e.g., "Last 7 Days") or apply specific data filters to your reporting dashboard, the system will automatically remember your selections.
• Seamless Navigation: If you navigate away to check your Contacts or edit a Workflow, your exact filter settings will still be applied and waiting for you when you return to the Dashboard.
• Resetting Views: To clear your persisted filters and return to the default view, simply adjust the date picker back to its default state or manually clear your selected filter tags.