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Sleuthing for Segments: Marketing Reports for Audience Insights: https://help.pm.leapevent.tech/a/1976074
Want to get smarter about who’s buying—and who’s not? Reporting is more than pulling numbers; it’s about asking the right questions of your data to uncover trends and untapped opportunities.
In this session, we cover the basics of building marketing reports that reveal actionable insights about your audience. Think of it as detective work: we’ll help you track down the patterns that matter so you can market more effectively.
If you’ve ever wondered “Who are our most dedicated attendees?” or “How can I reach more people like them?”, this is your chance to dig in.
Recorded August 2025.
We recommend setting the video quality to 720p (click on the gear at the lower-right of the embedded video) and watching the video in full-screen mode, if possible.
Resources
- All About Reporting
- Anatomy of a Report
- Library of Useful Pre-Loaded Reports
- Basic Reporting Customizations
- How to Build Tricky Reports with Cross Filters
- How to Add Contacts to a Campaign
- How to Use the Door List Report
- All About CRM Snapshots
- How to Use a CRM Snapshot as a Cross Filter
- Reporting on Campaigns
- How to Use the Sales Overview Report
- How to Schedule Financial Reports to Run Regularly
- How to Create and Update Custom Fields
- How to Use Event Categories
- How to Track and Use Email/Mail List Preferences
- How to Use the PatronManager Signup Form
- How to Add New Fields to Your Internal Qualification Form
- How to Customize the Values in Your "Order Source" Field
- How to Create Order Source-Specific Ticketing Links
- Advanced Reporting Customizations