Every report in Dreamdata Analytics Hub belongs to a report type. The report type determines what the report is designed to analyze and which fields appear in the configurator. There are five report types.

Choosing a Report Type

When creating a report, you choose a report type in one of two ways:

• Via a template — Each template belongs to a specific report type. Selecting a template automatically sets the report’s type. For example,
• Via "Create from Scratch" — Choose a report type directly without using a template.

The Six Report Types

Analyze Engagement

This report type helps you analyze touchpoints (events) such as button clicks, form submissions, and page views. It consolidates data on visitors, contacts, accounts, and the associated channels, sources, and campaigns for each interaction — helping you understand engagement patterns and their influence on pipeline development.

This report type behaves like a cohort analysis where the date range and filters define the cohort you are analyzing. The cohort can be defined by specific user events and specific user and company properties.

The metrics describe the cohort and the performance of the cohort, i.e. how many in the cohort eventually reached a certain Stage.

Key metrics: Event Count, Unique Users, Event Frequency, Conversion to Stage

Use cases:

• Track button clicks, form submissions, and page views
• Measure feature adoption and engagement
• Identify drop-off points in user journeys
• Compare event patterns across segments

Configurator note: No stage model is required. The metrics section is labeled "Analyze and Measure."