Form Attribution Custom Report

Get insight into the sources and interactions that are driving traffic and generating form submissions on your website.

Getting Started

The Form Attribution custom report offers an in-depth way for you to gain knowledge about the sources and interactions that are driving traffic and generating form submissions for you.

Create a Form Attribution Custom Report

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Use these instructions to create a Form Attribution custom report.

  1. Click Analytics in the navigation bar on the left, then select Reports at the top of the page.

  2. Click on Create Report from the Custom list of reports in the left menu.

  3. Find the Form Attribution option and click Create Report.

  4. Name your report by clicking the pencil icon at the top of the page or select Rename Report within the Report Options drop-down. You can update the name of your report at any time.

  5. Choose an interval for how your data will be presented by using the filter panel at the top of the report. The interval options available here vary based on your date range. Your filter options are dependent upon what you choose in this drop-down.

  6. The report initially loads with a list of form submissions received by all companies, broken down by source. Each column displays an aggregated total of total and first-time form submissions. Use the Edit Columns button to choose which columns you'd like to see on this table.

  7. Use the filter panel at the top of the report to determine which companies and types of form attribution you'd like to see.

    - Use the company drop-down to choose which form submissions should be on this report. You can select as many or as few as you'd like.

    - Use the date range drop-down to select the timeframe for the form submissions you'd like to see on this report.

    - Use the attribution drop-down to select the type of attribution for the form submissions you'd like to see on this report. You can view by source, campaign, keywords, referring page, or landing page.

    - Use the submissions drop-down to choose whether you want to view total form submissions or first-time form submissions. 

    - Use the graph drop-down to choose whether you want to view your data by total, days, or weeks. If using the "total" pie chart, hover over the various sections to receive percentage breakdowns of total and first-time form submissions. 

  8. If you choose to drill-down further, select Add Filter and pick additional filters you'd like for your report. This drop-down only shows if you're adding filters.

  9. Optional: You can see a separate chart and table featuring details about various types of submissions by selecting the number of the desired attribution type within the report. Use the Edit Columns button to choose which columns you'd like to see on this table.

  10. Click the Save button at the top of the page if you'd like to save this report for later.

Export and Print Report

You can print, save your report to a PDF file, or export your report to an Excel file.

  1. Select Export at the top of the table.

  2. Choose Excel to download an Excel file of your report. If you choose to export to Excel, your report will include a cover sheet that details the filters you used to create your report.

  3. Select PDF Instructions and follow your browser-specific directions to save the report as a PDF file. You can also view this help article for more details.

  4. Click Print to print your report with the current filters and grouping applied.

Duplicating and Deleting a Custom Report

If you'd like to duplicate or delete a custom report you've created, you can do so at any time.

  1. Click Analytics in the navigation bar on the left, then select Reports at the top of the page.

  2. Click on the report you'd like to duplicate or delete under Custom on the menu to the left.

  3. Click Duplicate Report or Delete Report within the Report Options drop-down menu.

  4. Confirm your choice by clicking Duplicate or Delete.

Q&A

Can I view my total number of form submissions for a chosen date range?

Yes, you can view the total number of all form submissions for your desired date range by checking out your Form Submission Log