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📊 Customizing Your Shape Reports & Analytics 📊

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Overview
Shape provides powerful reporting and analytics tools to help you track performance, monitor key metrics, and make data-driven decisions. Customizing your reports allows you to tailor insights based on your business needs. This guide will walk you through the steps to configure reports, customize dashboards, and extract valuable data.

🔎 Accessing Reports in Shape

To view and manage reports in Shape:

  1. Navigate to the Reports & Analytics section from the left-side menu.
  2. Select a pre-built report or create a custom report.
  3. Use filters to refine data based on specific metrics like date range, user activity, lead status, and more.

📈 Types of Reports Available

Shape provides various reporting categories to meet different business needs:

✅ Lead & Contact Reports – Track conversion rates, new lead sources, and engagement metrics.
✅ Pipeline & Loan Reports – Monitor sales activity and deal progress.
✅ Marketing Reports – Analyze email, SMS, and ad campaign performance.
✅ User Productivity Reports – Evaluate agent performance and response times.
✅ Custom Reports – Create fully customized reports with specific metrics relevant to your business.

⚙️ Customizing Reports & Applying Filters

To customize a report:

  1. Open any report from the Reports & Analytics section.
  2. Click on Filters to refine your data by date, user, pipeline stage, campaign, or other criteria.
  3. Select specific columns to display relevant data.
  4. Save custom filters for future use.

📌 Pro Tip: Use the Export feature to download reports in CSV or PDF format for further analysis.

📊 Using Dashboards for Quick Insights

Dashboards provide a visual representation of key metrics:

  • View graphs, charts, and performance trends at a glance.
  • Customize dashboard widgets to focus on KPIs that matter most.
  • Compare data across different time frames.

To customize your dashboard:

  1. Click on the Dashboard tab.
  2. Select Edit Dashboard to add or remove widgets.
  3. Choose from available data visualization options like line graphs, bar charts, and tables.
  4. Save your changes for a personalized view.

📍 Setting Up Automated Reporting

For scheduled reporting:

  1. Navigate to the Automated Reports section.
  2. Choose a report and select the Frequency (daily, weekly, or monthly).
  3. Enter recipient email addresses for automated delivery.

🔔 Automation Benefits:

  • Keep stakeholders informed with real-time insights.
  • Reduce manual effort in generating reports.
  • Ensure consistent tracking of important metrics.

🚀 Best Practices for Reporting & Analytics

✅ Regularly review reports to monitor trends and make data-driven decisions.
✅ Use filters and saved views to quickly access frequently used reports.
✅ Leverage automation to schedule reports and keep your team informed.
✅ Customize dashboards for quick insights into your team’s performance.
✅ Export data to CSV for further analysis in external tools like Excel.

By leveraging Shape’s reporting and analytics features, you can gain deeper insights into your business performance and optimize your operations. 📊

📍 Next Steps:
Now that you understand how to customize reports, explore Shape Integrations to connect external analytics tools like Google Analytics or Power BI for advanced reporting.

 

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