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Articles on:Dashboard & Reports
Analytics Reports, Customize dashboards, filters

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  • How to customize the Analytics Dashboard
    Customized Analytics Dashboards are valuable because they allow users: Have a clear overview of account performance on the same page. Eliminate wasted time gathering data and creating reports. Speed up their decision-making process. Here is the process to customize your Nimbata Analytics Dashboard: Navigate to "Analytics-Dashboard". Remove the tables you don’t care to monitor by clicking on the X icon on the left corner of each. Please note you can add them back whenFew readers
  • Automation Rules
    Automation Rules Automation Rules allow you to classify your leads automatically. You set which types of leads you want to focus on, and Nimbata will tag, and / or assign a value to the ones that meet your criteria. Criteria that can be set - and combined Tracking Number - set to classify calls from specific lead gen numbers Destination - set to classify calls from specific lead gen numbers Call Duration - set to classify calls of a specific duration (more than, less than or betweFew readers
  • Filter Views
    Filter Views Filters will help you to get the exact call data you need with only few steps. You can easily filter the predefined Nimbata Views (All Calls, Answered Calls, Voicemail) , or your Custom Views. Date Filters Filtering by date is the most common use case. Access your Call Activity Report under the menu “Activity – Calls”. Then click on the dates that aFew readers
  • Create Views
    Create Views Views are the new best way to organise and access the exact call data you wish to monitor on the spot. Nimbata's Call Activity Report comes with 3 predefined views: All Calls, Answered Calls and Voicemail. All Calls : In "All Calls" View you see all your raw data without any filtering. Answered Calls : In "Answered Calls" View you see all your call data that come from answered calls. Voicemail : In "Voicemail" View you see the data from your callerFew readers
  • Nimbata Reports per Call Tag
    Reports per call tag Navigate to "Analytics" and select among Trends, Tracking source, Missed calls or Compare Periods reports.  Select Call Tags, from the menu on the upper right (next to filters) Select the period you want to track and click on "Apply". Apply the fFew readers
  • Filtering Reports
    Navigate to "Analytics" and select among Acquisition, Call Behavior, and Visit Behavior reports.  Enable the "Tracking Number or the "Source", on the left of the filters.  Select the period you want to track and click on "Apply". (https://storage.Few readers
  • Exporting Data
    Navigate to "Analytics" and select among Acquisition, Call Behavior, and Visit Behavior reports.  Select the period you want to track and click on "Apply". You can download each chart as a PNG image, JPG image, PDF document, SVG vector image, or eveFew readers
  • Nimbata Reports per Tracking Number
    Navigate to "Analytics" and select among Acquisition, Call Behavior, and Visit Behavior reports.  Enable the "Tracking Number", on the left of the filters.  Select the period you want to track and click on "Apply". (https://storage.crisp.chat/userFew readers
  • Nimbata Reports per UTM Source / Medium
    Navigate to "Analytics - Tracking Source" or enable the "UTM Source / Medium", on the left of the filter. Select the period you want to track and click on "Apply". Apply the filters you wish by clicking on the filter icon. (https://storage.crisp.Few readers
  • Nimbata Reports For Selected Brands
    Nimbata offers users handling multi-client accounts the option to create reports on some subsets of their brands so that they can weigh up the performance of two or more accounts at the same time. Head over to "Analytics" and select one among Nimbata’s Acquisition, Call, or Visitor Behavior reporting options. Select “All Brands” from the drop-down menu on the top right corner. Check the “BrandFew readers

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