Articles on: Dashboard & Reports

How to create reports by UTM Source / Medium (Tracking Source Report + Customizable Dashboard examples)

You have two options to analyze the attribution of your calls based on UTM Source / Medium. The first is through the Tracking Source Report and the second is through your Customizable Dashboard.

1st Method

Step 1. Go to Analytics > Tracking Source.

Step 2. Select the period you want to track and click on 'Apply'.

Step 3. Select 'UTM Source / Medium' from the 'Channel' menu on the upper-left side.

Step 4. Apply the necessary filters by clicking on 'Filters'. I'm going with 'Recording'.

Step 5. Analyze your data!

You can download each chart as a PNG, JPG, PDF document, SVG vector image, or even as CSV document by clicking on the arrows on the top right corner of each chart.

2nd Method

Step 1. Go to Analytics > Dashboard and click on the " +Add" button at the upper-left side. Select the 'Calls' chart category.

Step 2. Type 'UTM source/medium' on the search bar that appears. Click on the 'Add' button to include the report(s) you need from the UTM-related reports list that becomes available.

Step 3. Select your desired time frame and click on 'Apply'. We're going with '6 months' in this one.

You're good to go!

Here are a few examples of the UTM Source / Medium Reports I'm seeing:

Updated on: 06/08/2025

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