Report

How to Check Journey Report?

1. Go to the Journey tab in your Chatman account dashboard. This tab shows you the list of journeys that you have created using the Journey tab.

1. Choose the journey that you want to analyze from the table and click on the analytics icon on the right hand side of the same row. This will open the statistics page for that particular journey.

1. Head over to the Report tab to check the report of that particular journey. The report tab shows you the detailed information about the customers who have participated in the journey, such as their name, contact, status, last active time, etc.

Information on Report Page

On the report tab, you can see the following options:

1. Calendar: This allows you to select the date range for which you want to see the report. You can choose from predefined options such as today, yesterday, last 7 days, last 30 days, this month, last month, or custom range. After selecting the date range, click on Apply to update the report.

Key Terms In Calendar

• Today: This shows you the report for the current day, from 12:00 AM to 11:59 PM.

• Yesterday: This shows you the report for the previous day, from 12:00 AM to 11:59 PM.

• Last 7 days: This shows you the report for the last 7 days, from the current day to 6 days before.

• Last 30 days: This shows you the report for the last 30 days, from the current day to 29 days before.

• This month: This shows you the report for the current month, from the first day of the month to the last day of the month.

• Last month: This shows you the report for the previous month, from the first day of the month to the last day of the month.

• Custom range: This allows you to specify any date range that you want to see the report for, by selecting the start date and the end date from the calendar.

1. Add Filter: This allows you to filter the report by various attributes, such as user attributes, custom attributes, Shiprocket attributes, Shopify attributes, or survey attributes. You can select the attribute that you want to filter by and then choose the value or condition that you want to apply.

Key Terms In Filter

• User attributes: These are the basic attributes of the customers, such as their name, contact, gender, age, location, etc. You can use these attributes to segment your customers based on their demographic or personal information .

• Custom attributes: These are the attributes that you have created or imported for your customers, such as their purchase history, preferences, loyalty points, etc. You can use these attributes to segment your customers based on their behavior or interests .

• Shiprocket attributes: These are the attributes that are related to the Shiprocket integration, such as the order status, tracking number, delivery date, etc. You can use these attributes to segment your customers based on their shipping or delivery information .

• Shopify attributes: These are the attributes that are related to the Shopify integration, such as the order number, order value, payment method, etc. You can use these attributes to segment your customers based on their shopping or payment information .

• Survey attributes: These are the attributes that are related to the survey that you have sent to your customers as part of the journey, such as the survey response, survey rating, survey feedback, etc. You can use these attributes to segment your customers based on their satisfaction or feedback .

For example, you can filter by user attribute “gender” and select “female” to see only the female customers who have participated in the journey.

1. Table Report: This shows you the table of the customers who have participated in the journey, along with their details. You can do the following actions on the table report:

• Search: You can search for a specific customer by their phone number or name. You can enter the phone number or name in the search box, and the table will show you the matching results.

• Table Customization: You can customize the columns that you want to see in the table report. You can click on the table customization icon and select the checkboxes for the columns that you want to include or exclude. The available columns are: Triggered on, Customer Name, Contact, Status, WhatsApp Opted, Last Active, Referred, Customer Id, External Customer ID, Custom Attributes.

Key Terms In Table Customization

• Triggered on: This shows you the date and time when the customer was triggered for the journey, i.e., when they met the criteria that you have set in the Journey.

• Customer Name: This shows you the name of the customer who has participated in the journey.

• Contact: This shows you the phone number of the customer who has participated in the journey.

• Status: This shows you the current status of the customer in the journey, i.e., whether they are targeted, started, ongoing, completed, failed, or not delivered.

• WhatsApp Opted: This shows you whether the customer has opted in or out of receiving WhatsApp messages from you.

• Last Active: This shows you the date and time when the customer was last active in the journey, i.e., when they last interacted with any of the messages that you have sent them as part of the journey .

• Referred: This shows you whether the customer has referred any other customer to your business or not.

• Customer Id: This shows you the unique identifier that is assigned to each customer in your WhatsApp Business account.

• External Customer ID: This shows you the external identifier that is assigned to each customer by your CRM or other systems.

• Custom Attributes: This shows you the values of the custom attributes that you have created or imported for your customers.

Tick mark the box by tapping on checkbox to see the results according to attribute selected and vice-versa.

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