If you want to take advantage of this feature, contact Pardot Support to have it enabled for your account.
"What" ComponentsThe ‘What’ section is where we determine the metric that we are going to use to report on, for example:
- The Number of Prospects
- The Number of Activities
Pre-Formatted MetricsBelow is a list of the pre-formatted metrics that are automatically setup when you create your GoodData connector.
"How" ComponentsThe How section of a GoodData report is where we list the fields or data that we want to display on this report. Essentially what we are determining here, is How we want to report on the What that we determined previously. So for example, if we continue using #Activities, and say we want to show the Prospects’ email addresses who had these Activities, we choose the following under the How section: View By: Prospects >> Attributes: Email This last section (Detail) allows us to be selective over which email addresses we would like to use and allows us to immediately determine the Filter that we wish to specify in relation to this field. So we could filter this report to only show prospects with email addresses of a specific domain, or to exclude specific prospects. Currently our Report looks like this:
This data is useful as it shows how active each Prospect is, however to include even more information in this report, let's also choose to show the Activity Type that each Prospect has associated with them. So that instead of just seeing a total for these activities, we can also see if they were a Form Submission or they were sent an email! We do this in exactly the same way that we chose to include the Email address for each Prospect:
With this included in our report it now has an extra column included to display Activity Type and looks like this:
Filters in your ReportsFilters are incredibly straight forward, and function by specifying that we want to only see data that matches certain criteria within certain dates or specific types of activities etc They can be setup in two ways by either:
- At the How tab - choosing an Attribute that will appear on the Report and then specifically how you want to filter it e.g. Activity Type - only show Forms
- At the Filter tab - specificying any Attribute/Fact/Metric that will not necessarily appear on the Report.
By choosing this, the report will now show:
- The Activity Type column against each Prospect
- Only count and show Prospects with the activity of Form
The second way that we can setup Filters, functions in an identical way but can be used to great effect with the main difference being that this same filter can be applied without including the now redundant field of 'Activity Type' To do this, we first of all remove the 'How' we setup for 'Activity Type'. Then you can select which attribute you wish to filter, and how you would like to filter it by navigating to the Filters tab and then selecting from one of the following 4 options:
- Select From a List of Values(including date ranges) - Choose from any data to filter on. e.g. Activity Type - only show Forms. You can even choose at this stage to display the data based on relevant Date Ranges
- Ranking Filter - Show only a certain cross section displaying only the highest or lowest values for a specific metric. e.g. Only the top 10 Prospects containing the most number of Activities
- Numeric Range Filter - Show only a certain range in data
- Variable Filter - N/A , Pardot does not integrate with any data that makes use of this filter in GoodData.
... and then choosing Form as the type we want to display...
...we are saying that we want to create a report that : Counts the number of Activities that are Form submissions and display this count alongside these Prospects email addresses. Our report now looks like this:
You can see from this report that it is identical to the previous version, where we set the Filters at the How stage, however now we no longer need to include the Activity Type field, which was redundant as we only wanted to display one type (Form).