title: "Reporting Overview"
Reporting Overview
Step 1: Check attribution
- Instruction: Ensure links and forms are tagged with source/medium so reports reflect true acquisition.
- Expected: Channel-level performance is accurate for decision making.
- Why it matters: Accurate attribution prevents misallocation of budget.
- Troubleshooting: Confirm tracking parameters are appended to campaign links and forms.
Step 2: Use cohorts & trends
- Instruction: Compare cohorts over time to spot compounding improvements or regressions.
- Expected: Trends reveal long-term impact of tests and changes.
- Why it matters: Cohort analysis shows whether improvements persist.
- Troubleshooting: Use consistent date ranges when comparing cohorts.
Step 3: Export & share
- Instruction: Export CSVs or share report links with stakeholders for analysis.
- Expected: Stakeholders have the data they need to prioritize work.
- Why it matters: Shared data enables aligned decision-making.
- Troubleshooting: For large exports, try smaller date ranges to avoid timeouts.
What success looks like
- Clean attribution, repeatable reporting, and data that informs budget allocation.