Custom Reporting
Custom reporting overview
Convertly’s analytics layer supports filtering across multiple dimensions to create the specific views your team needs. While a fully-featured report builder is on the roadmap, the current analytics pages support meaningful customization via filter stacking.
Available filters
All analytics views support filtering by:
| Filter | Options |
|---|---|
| Date range | Custom date range, presets (last 7/30/90 days, this month, last month) |
| Lead source | UTM source, medium, campaign |
| Attribution type | Has gclid / has fbclid / neither |
| Pipeline stage | Filter to specific stages |
| Assignee | Filter to a specific rep |
| Form | Filter to a specific lead capture form |
Saving filter views
You can save your current filter configuration as a named view:
- Apply the filters you want
- Click Save View at the top of the analytics page
- Enter a name (e.g., “Google Ads — Q2 2026”)
- Click Save
Saved views appear in the Saved Views dropdown at the top of the analytics pages. Any team member can use saved views — they are organization-wide.
Exporting data
To export the current filtered view as a CSV:
- Apply your filters
- Click Export CSV
- The file downloads immediately
The CSV includes all visible columns for the current view. You can open it in Excel, Google Sheets, or any BI tool.
Key report combinations
Campaign ROI
- Filter by
utm_campaign - View: Lead Analytics → Lead Sources
- Look at conversion rate per campaign
- Compare to spend data in your ad platform
Rep performance this month
- Set date range: This month
- Filter by assignee: [specific rep]
- View: Sales Performance → Rep table
Google vs. Meta attribution comparison
- Filter to “Has gclid” → note totals and conversion rates
- Change filter to “Has fbclid” → note totals and conversion rates
- Compare side by side to evaluate platform ROI
Funnel health check
- Date range: Last 30 days
- View: Pipeline funnel
- Identify the stage with the highest drop-off rate
- Investigate leads stuck at that stage