Reports
Checkout Graphly’s growing library of reports and report templates.
How it works
Graphly has over 150 Report Templates. A template simply guides you in a direction, pulling data from specific tables. Each report template can produce 5, 10, 15+ reports depending on how you configure the options and what statements you add to the criteria builder. If you don’t see a report you’re looking for, please let us know.
![](https://graphly.io/wp-content/uploads/hourly-tag-activity-1024x683-1024x683.png)
Hourly Tag Activity
Shows the time of day which tags are applied.
![](https://graphly.io/wp-content/uploads/hourly-order-activity-1024x683-1-1024x683.png)
Hourly Order Activity
Shows the time of the day that people purchase from you.
![](https://graphly.io/wp-content/uploads/daily-order-activity-1024x683-1024x683.png)
Daily Order Activity
Shows the days people purchase from you.
![](https://graphly.io/wp-content/uploads/daily-and-hourly-tag-activity2-1024x681-1024x681.png)
Daily & Hourly Tag Activity
Shows the day and time which tags are applied.
![](https://graphly.io/wp-content/uploads/daily-and-hourly-order-activity-1024x683-1024x683.png)
Daily & Hourly Order Activity
Shows the day and time people purchase from you.
![](https://graphly.io/wp-content/uploads/daily-tag-activity-1024x683-1-1024x683.png)
Daily Tag Activity
This report shows the days which certain tags are applied.
![](https://graphly.io/wp-content/uploads/opportunity-forecast2-1024x683-1024x683.png)
Opportunity Forecast
Forecast the adjusted revenue of active opportunities based on the stage probability.
![](https://graphly.io/wp-content/uploads/opportunity-funnel1-1024x683-1024x683.png)
Opportunity Funnel
Shows the conversion rate and exit rate of any stage in your pipeline.
![](https://graphly.io/wp-content/uploads/new-customers1-1024x683-1024x683.png)
New Customers
See the total number of new customers over a given time frame.
![](https://graphly.io/wp-content/uploads/new-customer-value1-1024x683-1024x683.png)
New Customer Value
See the average, high, low of new customers first purchase.
![](https://graphly.io/wp-content/uploads/order-attribution-1024x683-1024x683.png)
Order Attribution
Select the UTM parameters you want to see for orders getting created.
![](https://graphly.io/wp-content/uploads/opportunity-attribution-1024x683-1024x683.png)
Opportunity Attribution
Select the UTM parameters you want to see for opportunities getting created.
![](https://graphly.io/wp-content/uploads/tag-attribution-1024x683-1024x683.png)
Tag Attribution
Select the UTM parameters you want to see for tags getting applied.
![](https://graphly.io/wp-content/uploads/lead-attribution-1024x683-1024x683.png)
Lead Attribution
Select the UTM parameters you want to see for list growth.
![](https://graphly.io/wp-content/uploads/lead-attribution1-1024x683-1024x683.png)
Top Opportunity Attribution
See the UTM parameters responsible for opportunities getting created.
![](https://graphly.io/wp-content/uploads/top-order-attribution1-1024x683-1024x683.png)
Top Order Attribution
See the UTM parameters responsible for orders getting created.
![](https://graphly.io/wp-content/uploads/top-tag-attribution1-1024x683-1024x683.png)
Top Tag Attribution
See the UTM parameters responsible for tags getting applied.
![](https://graphly.io/wp-content/uploads/top-lead-attribution1-1024x683-1024x683.png)
Top Lead Attribution
See the UTM parameters responsible for list growth.
![](https://graphly.io/wp-content/uploads/page-abandonment-1024x683-1024x683.png)
Page Abandonment
See the abandons of a page over a given date range.
![](https://graphly.io/wp-content/uploads/page-conversion-1024x683-1024x683.png)
Page Conversion
See how a page converts to the next page over a given date range.
![](https://graphly.io/wp-content/uploads/average-time-on-site-1024x683-1024x683.png)
Average Time On Site
See the average time on your site for each visit, over a given date range.
![](https://graphly.io/wp-content/uploads/pages-per-visit-1024x683-1024x683.png)
Pages Per Visit
See the average pages viewed for each visit to your website over a given date range.
![](https://graphly.io/wp-content/uploads/bounce-rate-1024x683-1024x683.png)
Bounce Rate
See the average bounce rate of visits to your website over a given date range.
![](https://graphly.io/wp-content/uploads/returning-visitors-1024x683-1024x683.png)
Returning Visitors
See the number of returning visitors to your website over a given date range.
![](https://graphly.io/wp-content/uploads/unique-visitors-1024x683-1024x683.png)
Unique Visitors
See the number of unique visitors to your website over a given date range.
![](https://graphly.io/wp-content/uploads/visits-1024x683-1024x683.png)
Visits
See the number of visits to your website over a given date range.
![](https://graphly.io/wp-content/uploads/fields-consolidated-1024x683-1024x683.png)
Fields Consolidated
See the number of contacts that were updated because of the field consolidator over a given date range.
![](https://graphly.io/wp-content/uploads/web-tracker-events-1024x683-1024x683.png)
Web Tracker Events
See the number of contacts that Graphly's Web Tracker set the lead source or address fields for you.
![](https://graphly.io/wp-content/uploads/transactional-lifetime-value-1024x683-1-1024x683.png)
Transactional Lifetime Value
See the lifetime value at the very first transaction as well as at other transactions of your choosing.
![](https://graphly.io/wp-content/uploads/lifetime-value-1024x683-1024x683.png)
Lifetime Value
See the trend of the current lifetime value of your customers throughout a time frame you choose.
![](https://graphly.io/wp-content/uploads/interval-lifetime-value-1024x683-1024x683.png)
Interval Lifetime Value
See the lifetime value at various time intervals of your choosing throughout the customer life cycle.
![](https://graphly.io/wp-content/uploads/subscriptions-started2-1024x683-1024x683.png)
Subscriptions Started
See the number of subscriptions that have started over a given date range.
![](https://graphly.io/wp-content/uploads/text-area-widget-1024x683-1024x683.png)
Text Area Widget
Add custom notes, messages, images, tables and more - anywhere on your dashboard.
![](https://graphly.io/wp-content/uploads/chart-1-1024x683.png)
Units Sold
See the number of units sold for each product you select over a given date range.
![](https://graphly.io/wp-content/uploads/compare-tags-1024x683-1-1024x683.png)
Compare Tags
Compare the number of contacts with tags to each other or to your entire list in a pie chart.
![](https://graphly.io/wp-content/uploads/chart-1024x683.png)
Email List Health
Shows a breakdown of the different email status for your email list.
![](https://graphly.io/wp-content/uploads/Tag-Counter-1024x683-1024x683.png)
Tag Counter
Shows the current value, trend, goal, average and best with the ability to display the number of contacts with the selected tags.
![](https://graphly.io/wp-content/uploads/Subscription-Counter-1024x683-1024x683.png)
Subscription Counter
Shows the current value, trend, goal, average and best with the ability to display the count, sum, average, min or max (for subscription records).
![](https://graphly.io/wp-content/uploads/Order-Counter-1024x683-1024x683.png)
Order Counter
Shows the current value, trend, goal, average and best with the ability to display the count, sum, average, min or max (for order records).
![](https://graphly.io/wp-content/uploads/Contact-Counter-1024x683-1024x683.png)
Contact Counter
Shows the current value, trend, goal, average and best with the ability to display the count, sum, average, min or max (for contact records).
![](https://graphly.io/wp-content/uploads/rfm-1024x683-1024x683.png)
RFM (Recency, Frequency, Monetary)
Identify your best customers and discover the common lead sources and tags they share.
![](https://graphly.io/wp-content/uploads/tag_totals-1024x683-1024x683.png)
Tag Totals
Shows the total number of contacts with each selected tag. Can limit by date range.
![](https://graphly.io/wp-content/uploads/opportunity-pipeline-summary-1024x683-1024x683.png)
Opportunity Pipeline Summary
Shows a breakdown of the number or the revenue in each of your opportunity stages.
![](https://graphly.io/wp-content/uploads/daily-hourly-email-engagement1-1024x683-1-1024x683.png)
Daily & Hourly Email Engagement
Shows the best day and time to send emails.
![](https://graphly.io/wp-content/uploads/hourly-email-engagement2-1024x683-1024x683.png)
Hourly Email Engagement
Shows the best time of the day to send emails.
![](https://graphly.io/wp-content/uploads/daily-email-engagement1-1024x683-1024x683.png)
Daily Email Engagement
Shows the best days of the week to send emails.
![](https://graphly.io/wp-content/uploads/product-revenue-by-emails1-1024x683-1024x683.png)
Product Revenue By Emails
Shows the product(s) revenue for the emails you’ve selected.
![](https://graphly.io/wp-content/uploads/Email-Revenue-By-Products-1024x683-1024x683.png)
Email Revenue By Products
Shows the emails responsible (and revenue) for selling the products you’ve selected.
![](https://graphly.io/wp-content/uploads/campaign-email-revenue2-1024x683-1024x683.png)
Campaign Email Revenue
Show the revenue generated by each email in a campaign sequence.
![](https://graphly.io/wp-content/uploads/campaign-email-stats1-1024x683-1024x683.png)
Campaign Email Stats
Show the opens, clicks, and conversions for each email in a campaign sequence.
![](https://graphly.io/wp-content/uploads/appt-note-task-1024x683.png)
Appt|Note|Task Goal
Set a goal for appointments, notes, and tasks for you users and track progress towards it.
![](https://graphly.io/wp-content/uploads/APPT_NOTE_TASK-By-Action-1024x683-1024x683.png)
Appt|Note|Task By Action
Show the appointments, notes, and tasks for each Action Type to compare them to each other.
![](https://graphly.io/wp-content/uploads/APPT_NOTE_TASK-By-User-1024x683-1024x683.png)
Appt|Note|Task by User
Show the appointment, notes, and tasks for each user to compare them to each other.
![](https://graphly.io/wp-content/uploads/APPT_NOTE_TASK-Summary-1024x683-1024x683.png)
Appt|Note|Task Summary
Show the appointments, notes, and/or tasks summary that have been completed accrues a given date range.
![](https://graphly.io/wp-content/uploads/Value_Per_Lead_by_Tags-1024x683-1024x683.png)
Value/Lead By Tags
Calculate the value that each lead and/or customer is worth based on a tag(s) getting applied. Set the time frame of how many days after the tags are applied to count revenue.
![](https://graphly.io/wp-content/uploads/Value_Per_Lead_by_Lead_Source-1024x683-1024x683.png)
Value/Lead By Lead Source
Calculate the value that each lead and/or customer is worth based on the lead source(s). Set the time frame of how many days after a lead is created to count revenue.
![](https://graphly.io/wp-content/uploads/avg-sub-price-1024x683.png)
Average Subscription Price
Find the average billing amount of your selected subscriptions.
![](https://graphly.io/wp-content/uploads/sub-lifetime-value-1024x683.png)
Subscription Lifetime Value
Shows the Lifetime Value of your customers for your selected subscriptions.
![](https://graphly.io/wp-content/uploads/sub-attrition-1024x683.png)
Subscription Attrition
Show the attrition rate over a period of time. Attrition is calculated by the number of cancelled subscriptions divided by the active subscriptions within the same time frame.
![](https://graphly.io/wp-content/uploads/sub-cancellations-1024x683.png)
Subscription Cancellations
Show the number of subscriptions that are cancelled or inactivated during a given time frame.
![](https://graphly.io/wp-content/uploads/refunds-1024x683.png)
Refunds
Show the amount of refunds that are processed in a given time frame.
![](https://graphly.io/wp-content/uploads/payments-goal-1024x683.png)
Payments Goal
Set a goal for the payments you want to collect.
![](https://graphly.io/wp-content/uploads/payments-1024x683.png)
Payments
Display all your payments to view the amount of money you actually have collected during a time frame.
![](https://graphly.io/wp-content/uploads/Opportunities-Won-Forecasted-1024x683-1024x683.png)
Opportunities Won & Forecasted
Displays the revenue from your WON opportunities and forecasts the revenue from your OPEN opportunities.
![](https://graphly.io/wp-content/uploads/net-revenue-1024x683.png)
Net Revenue
Display the revenue from invoices subtracting all shipping, tax, and cost of good.
![](https://graphly.io/wp-content/uploads/days_between_contacts_and_1st_order-1024x683-1024x683.png)
Days Between Contact and 1st Order
Calculate the number of days it takes from a contact being created to its 1st order.
![](https://graphly.io/wp-content/uploads/days-between-contact-and-opportunity-1024x683-1024x683.png)
Days Between Contact & Opportunity
Calculate the days between when a contact was created and when the first opportunity was created for the contact.
![](https://graphly.io/wp-content/uploads/days_between_opportunity_stages-1024x683-1024x683.png)
Days Between Opportunity Stages
Calculate the number of days it takes for opportunities to move between stages.
![](https://graphly.io/wp-content/uploads/opp-stage-goal-1024x683.png)
Opportunity Stage Goal
See what your pipeline revenue is based on selected stages.
![](https://graphly.io/wp-content/uploads/product-category-revenue-1024x683-1024x683.png)
Product Category Revenue
See the product categories revenue over a period of time.
![](https://graphly.io/wp-content/uploads/product-revenue-1024x683-1024x683.png)
Product Revenue
See the products revenue over a period of time.
![](https://graphly.io/wp-content/uploads/days-between-tags-1024x683-1024x683.png)
Days Between Tags
Calculate the number of days between when tags get applied. Show average as well as break down and see the details.
![](https://graphly.io/wp-content/uploads/lead-sources-by-tag-1024x683-1024x683.png)
Lead Sources By Tag
Show the lead sources that attributed to the selected tag getting applied.
![](https://graphly.io/wp-content/uploads/tags-applied-goal-1024x683.png)
Tags Applied Goal
Set a goal of how many tags get applied during a certain period of time and track your progress towards it.
![](https://graphly.io/wp-content/uploads/tags-applied-1-1024x683.png)
Tags Applied
See how many tags get applied to contacts during a period of time.
![](https://graphly.io/wp-content/uploads/all-sub-rev-goal-1024x683.png)
All Subscriptions Revenue Goal
Set a goal for all subscriptions revenue and track progress towards it.
![](https://graphly.io/wp-content/uploads/new-sub-rev-goal-1024x683.png)
New Subscription Revenue Goal
Set a goal the new subscriptions revenue and track progress towards it.
![](https://graphly.io/wp-content/uploads/prod-cat-rev-goal-1024x683.png)
Product Category Revenue Goal
Set a product category purchased revenue goal base on the timeframe that they purchased and track progress towards it.
![](https://graphly.io/wp-content/uploads/prod-pur-rev-goal-1024x683.png)
Product Purchased Revenue Goal
Set a product purchased revenue goal based on the timeframe that they purchased.
![](https://graphly.io/wp-content/uploads/inv-tot-due-date-goal-1024x683.png)
Invoice Total Due Date Goal
Set an invoice total goal based on the Due Date and see your progress towards it.
![](https://graphly.io/wp-content/uploads/inv-tot-date-crea-goal-1024x683.png)
Invoice Total Date Created Goal
Set an invoice total goal and see your progress towards it.
![](https://graphly.io/wp-content/uploads/gross-revenue-temp-1024x683.png)
Gross Revenue
Displays invoice totals, total collected and the number of transactions that represent the revenue.
![](https://graphly.io/wp-content/uploads/lead-sources-by-product-1-1024x683.png)
Lead Sources By Product
Show the lead sources that generated the selected product sales.
![](https://graphly.io/wp-content/uploads/Products-By-Lead-Source-1024x683.png)
Products By Lead Source
Show the net product sales (subtracts discounts), from a selected lead source.
![](https://graphly.io/wp-content/uploads/leads-1-1024x683.png)
Leads
Show the total number of leads coming in within a date range.
![](https://graphly.io/wp-content/uploads/tag-funnel-1024x683.png)
Tag Funnel
Displays the number of contacts in a list of tags over a given date range.
![](https://graphly.io/wp-content/uploads/top-performing-lead-sources-1024x683.png)
Top Performing Lead Sources
Stop throwing money after bad lead sources and start investing in the ones that are thriving.