Understanding How To Navigate and Use Your Reporting Dashboard

The Reporting Dashboard is a feature of Referins that allows you to easily pull reports and review data and metrics for a variety of predetermined reportable features. 

Referins is capable of providing data and graphs for Google Ads, Facebook Ads, Attribution, Call Reporting, Agent Reporting, and Appointments.

NOTE: If you wish to use the Google Ads or Facebook ads reports, you must have your Google and/or Facebook account integrated into Referins.

Overview

Here’s a brief overview of the reports you may have available:

• Google Ads: Provides metrics for campaigns, ad groups, ads, keywords, and conversions
• Facebook Ads: Data available for campaigns, AdSets, ads, and demographics
• Attribution Report: gives an overview of the source and conversions for your forms, surveys, and calendars
• Call Reporting: Includes statistics of call duration, answered vs. missed calls, and Call recordings.
• Agent Report: Gives an overview of call metrics, SMS and email statistics, and more for your team of users/agents
• Appointment Report: Displays various graphs and statistics on appointment outcomes and more

Google Ads

The Reporting Tab includes a specific report on your Google Ads data. If you’ve integrated a Google Account and are using Google ads, you can view your ad data here.

Facebook Ads

If you’ve integrated your Facebook account and are using Facebook for ads, you can view your ad data here.

Attribution Report

This Reporting Tab includes a specific report on source and conversion for your system’s attribution. This allows you to determine the source of your leads.

Reviewing the various boxes of statistics and graphs, you can see the attribution data. From the dollar amount of revenue closed, to the total number of opportunities closed, and more, check out each graph and statistic box.

Call Reporting

Using various available filters, you can view the call source, duration, and more. You can also export the data if you need a spreadsheet/list of the information. This section shows you the statistics of your phone calls: missed calls vs answered calls, as well as call recordings.

Agent Report

Gives an overview of call metrics, SMS and email statistics, and more for your team of users/agents

Appointment Reporting

Here, using various available filters, you can view the status of appointments, compare the booking channel and source, and export the data if you need a spreadsheet/list of the information.

Clicking 'Columns' will allow you to change the display.

An 'Export' button will allow you to export a list of the data.

NOTE: If you wish to view reporting metrics for one single day, be sure to check that date as the start and end date. You must have both selected for the stats to appear. The example below shows how you can run reporting for January 1, 2022, by choosing January 1st as the start and end date.

FAQ

1. What types of reports are available in the Reporting Dashboard?
The Reporting Dashboard includes reports for Google Ads, Facebook Ads, Attribution, Call Reporting, Agent Reporting, and Appointment Reporting.

2. Do I need to integrate my Google or Facebook accounts to access ad reports?
Yes, you need to integrate your Google and/or Facebook accounts to view and access Google Ads or Facebook Ads reports in the dashboard.

3. What data can I see in the Google Ads report?
The Google Ads report provides metrics on campaigns, ad groups, ads, keywords, and conversions.

4. What information is available in the Facebook Ads report?
The Facebook Ads report shows data on campaigns, AdSets, ads, and audience demographics.

5. What does the Attribution Report include?
The Attribution Report provides an overview of the source and conversions for your forms, surveys, and calendars, along with key statistics like revenue closed and opportunities closed.

6. Can I export the call data from the Call Reporting section?
Yes, you can export the call data into a spreadsheet or list format.

7. What metrics are covered in the Agent Report?
The Agent Report offers an overview of call metrics, SMS, and email statistics for your team of users or agents.

8. What information is available in the Appointment Reporting section?
The Appointment Reporting section provides statistics on appointment outcomes, booking channels, and appointment sources, with options to export the data.

9. Can I view my call recordings?
Yes, you can also view your call recordings under Call reports, make sure you have call records enabled under Settings > Phones numbers > 3 dots next to the phone number > Edit configurations > Enable call recordings.