Historical reports

Discover how Historical Reports help you track changes in your pipelines and metrics over time, revealing trends and progress across key areas of your business.

What you will learn

  • Understanding Historical reports
    Use Historical reports to view past snapshots of your data and monitor long-term trends.

  • Time based reporting
    Explore how Historical reports track data over fixed intervals, like weekly or monthly, using historical attribute values.

  • Creating your Historical report
    Configure metrics and segment data to show changes in object or list data over time.

  • Common use cases
    See common reports like pipeline evolution, active customer base, and paid revenue trends.

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