Data & Insights
Learn how to analyze your data to gain key performance insights.
26 articles
How do I track the performance of my templates?How to see how your template performed in Insights
Where is my customer data?Learn how to import your customer data
How are conversations counted in Endear Dashboards?Learn how conversations are counted for SMS, Email, and SalesChat
How does Endear handle different currencies in charts?Learn how to Endear supports multi-currency monetary fields in reporting.
What is attribution?Learn how to understand the rules that govern sale attribution in Endear
How can I create charts using appointment data?Learn how to report on your team's appointment performance within Endear Dashboards.
How do I export data from reports?Only Admins can export Insights data from Endear.
Do iOS updates affect our message engagement reporting?
Why do sales totals differ across my reports?Learn why sales numbers may differ between various reports.
How do I filter and adjust my reports' results?Apply filters to your reports to adjust the information displayed displayed
How do I adjust what details I see in my report's table?Customize the columns in your reports to display only the information that matters to you
How do I build and save a report?Any user can build a report in Endear in order to better understand user performance and conversions
What do Endear's default reports tell me?Endear provides basic reports out-of-the-box to help you understand how your team is doing.
How do I adjust access or delete a report?Control which members of your team can view certain reports or remove reports entirely.
Why do I see reports created by Endear?Endear creates helpful reports on your behalf
How do I see and manage reports in Endear?You can access and create reports about users' performance through Endear's Insight module.
How do I delete a sale?Delete a sale
Why don't I see my customer's purchase in the sales report?Find out why a customer's purchase might not show in your Sales report
Why does the same transaction show up twice?Find out why a transaction might show up twice in your Sales report
How do I view the full order details of a purchase?You can view the full order details of conversion through your sales over time report
Reading your Sales Over Time ReportThis report provides helpful data about every purchase attributed to a message sent through Endear
Which orders get tracked in Endear?Any transaction that takes place within your company's attribution window will be added to your Insights.
How can I use UTM's to track customer engagement?Customer interactions on messages and Stories can be tracked in Google Analytics and other similar platforms through our default UTM's.
Reading Your Messages Sent Over Time ReportThe Messages Sent Over Time report gives you insights into how messages from your team are performing and converting
How do I see what message prompted a sale?See what message prompted a sale from your Sales module under Insights