Learn how to use CRM Reporting to analyze lead activity and understand how families move through your enrollment funnel. This article covers how to view the reporting dashboard, create reports from templates, and build custom funnel insights to better track conversion trends.
🚨 For Enterprise organizations, the Reporting tab is currently only available at the enterprise level. Admins who only have access to a specific site will not see this tab in CRM.
Reporting Dashboard
Playground CRM comes pre-loaded with a handful of built-in reports to help you get started quickly and confidently. These default reports are a great starting point, giving you immediate visibility into key enrollment and communication data so you can spend less time setting things up and more time making informed decisions.
New reports created can be saved to your dashboard. Click view to see the report in detail and/or edit the report.
Create New Reports
When creating a report, you can start with a pre-built template or create a custom Funnel Insight. Playground’s templates are a great starting point and can be easily customized to capture the specific data you need. Funnel Insights help you visualize how leads move from one stage to the next, making it easy to identify trends and spot where drop-off may be occurring.
Template Reports
To view all template reports, click the blue Create Insight button from the Reporting tab. A modal will open with all available templates. Each template report includes a recommended use case, chart visualization and a preview of the data included.
See the table below for a description of each type of report.
Time-based analysis | View lead distribution over a selected period of time. For example, track new leads created each week to see whether your marketing efforts are driving an increase in lead volume. |
Stage & status | View number of leads by last activity date or another date-based field. For example, use last activity date to identify leads that may have fallen out of contact and need follow-up. |
Source & attribution | Create a pivot table to analyze leads across multiple properties. For example, view lead stage by source to see which sources drive the most leads to the final stage and use that insight to focus your marketing efforts. |
Create a Report From a Template
From your CRM Dashboard, click the Reporting tab, and then click Create Insight.
Select a template and then click Use Selected Template.
The report editor will open.
The inputs on the right hand side will help you customize your report. You can remove the default rows and columns by clicking the trash icon.
Rows: Add one or more row properties.
Columns: Add one or more column properties.
Values: Add a value to determine what data will display in the table cells. The data can be shown as a count, sum, average, minimum, or maximum.
Filters [Optional]: Add a filter to view the report for a select set of leads.
Chart Visualization: Click chart visualization to choose how you want to view your data on the reporting dashboard.
Note: Not all visualization types will be available for every report.
When you are finished editing your report, click Actions and then click Rename. Give your report a name that is descriptive of the data you are pulling.
Be sure to click the save changes bar as you go!
Build Reports with Camber AI
When creating a new insight from a template, you can use Camber, Playground's built-in AI assistant, to build and refine your report using natural language. Simply describe the report you want and Camber will configure the rows, columns, values, and filters for you automatically.
From the Reporting tab, click the blue Create Insight button.
Select a template and click Use Selected Template.
In the report editor, click the Camber AI tab in the top right corner.
Type what you'd like to analyze and Camber will build your report in seconds.
To start a new conversation with Camber, click Start new conversation. This will clear the chat history but will not affect the report that has already been built.
When ready, click Save insight to save the report.
💡 The ability to use Camber AI to build a report is only available when working from a template. It is not available when creating a Funnel Insight from scratch.
Funnel Insights
Funnel Conversion Reports show how leads move through each stage of your funnel, from initial inquiry to finally becoming enrolled. They help you understand how many leads advance from one stage to the next, where drop-off occurs, and how efficiently your funnel is performing overall. By identifying bottlenecks and conversion rates at each stage, you can pinpoint opportunities to improve follow-up, messaging, and processes to convert more leads.
From your CRM Dashboard, click the reporting tab, click Create Insight, then click Create Funnel Insight.
The Funnel Insight editor will open.
Query steps: Select the stages that you want to view in the funnel. As you add stages the funnel chart will appear on the right hand side.
Customize Settings:
Time Range: Select the time period for which you want to analyze leads in this funnel
Conversion Window Limit: Choose the maximum amount of time a lead has to complete all steps in the funnel to be counted as a conversion
Step Order: Select the step order.
Sequential: Leads must pass through stage to be counted as a conversion.
Any Order [recommended]: Leads can complete steps in any sequence
Conversion Rate Calculation: This calculation determines the per step conversion rate at the bottom of each bar.
Overall Conversion [recommended]: The conversion rate is calculated by the percent of leads that move from the previous step.
Relative to Previous Step: The conversion rate is calculated by the percent of leads that move from the previous step to the next step.
Adjust Filters [Optional]: Add a filter to view the funnel conversion for a select set of leads.
Click the blue Save button to save your funnel conversion chart. Then name your insight and click Save. The chart will now appear on your CRM reporting dashboard.
Delete Reports
From your CRM Reporting Dashboard, click View next to the report you want to delete.
The report editor will open.
Click the white Actions button in the top right corner of the screen, then click Delete.
Download Reports
Reports can be downloaded as CSV files, allowing you to perform advanced analysis or apply custom functions outside of Playground CRM.
From your CRM Reporting Dashboard, click View next to the report you want to delete.
The report editor will open.
Click the white Actions button in the top right corner of the screen, then click Download.