Woopra Documentation

People Reports

Overview

Woopra’s People Reports allow you to quickly generate a view of the people engaging with your brand, across the custom metrics that matter most to you. Segment your report based on properties such as transactional history, recency, at-risk-of-churn, engagement and more. Then, add columns to create a personalized view that can be saved for quick reference and future use throughout the platform.

These reports allow you to easily answer questions like:

  • Who are the people that are highly engaged in my product?
  • Who has recently signed up from a Facebook Marketing campaign and what industry are they in?
  • Who is using our latest product feature and where are they from?

How to create a People Report

To start a new People Report, click on “People” then “New Report.”

To start a new People Report, click on “People” then “New Report.”

Configurations

People Reports are comprised of 3 sections: Timeframe, Performed By, and Columns.

Timeframe

This is the first metric you should choose. Here, the timeframe is the period in which Woopra will examine all your data of users that did at least 1 action during that time frame. You can choose today, last 7 days, last 30 days, last 90 days, last 365 days or any custom date range of your choice. The default date range is the last 30 days. We choose the last 365 days for this example.

Performed By

Think of this step as the segment or group of people you'll be analyzing. Either select an existing segment or create a new one on the fly, by clicking the “+” button in the “Performed By” section of your configuration. More info on how to create a Segment can be found here: Segments

It is important to understand the Performed by timeframe configuration differs from the Timeframe configuration above. The Performed by timeframe will create a subset population of people from the Timeframe configuration section. For example, let's take the following scenario. You want to run a marketing campaign to target users that are currently active and also made a purchase on last years Black Friday. First, you would set the Timeframe to the current month to get an initial list of ALL users that have performed at least one action in the past month. Next, under the Performed by timeframe, you select “purchased item” with the date for last years Black Friday. Now, you will have a list of all active users from the past month that purchased an item last Black Friday. Typically the Performed by timeframe is less than or equal to the Timeframe configuration range.

Woopra supports nested segmentation filters as well as the ability to combine filters using AND / OR parameters as well. Additionally, you can add a split group to segment by multiple actions or attributes.

Woopra supports nested segmentation filters as well as the ability to combine filters using AND / OR parameters as well. Additionally, you can add a split group to segment by multiple actions or attributes.

Columns

Here you will select what columns you want to add to the report. Essentially this is what you want to group the results by. For example, you may want certain information on these users displayed in your People Report. You could select the properties that are most relevant and important to your team.

Exporting and Sharing

Now that you've built your report, you'll want to share it with your team. You can do this by clicking on the 3 dots / ellipsis which will open an options menu for exporting, sharing, tagging, pinning, duplicating and reloading your report.

Downloading

You can download the report in various formats: CSV, CSV (raw), PDF or HTML. Note that CSV (raw) will download some columns, such as average_session_length in total seconds. Exporting the regular CSV for these columns will download timestamps in a string format, e.g. 3 minutes, 21 seconds - 8 minutes, 20 seconds.

Bulk updating / deleting

In People Reports, you also have the option to bulk update visitor properties or delete visitors on your current report.

Bulk updating will give you the option to bulk update visitor properties such as Title, Name, Email, Company, etc.

Bulk deleting will allow you to bulk delete visitor profiles on your selected report.

Sharing

Remember, reports are not shared with your team by default, so you will need to share it for others to access it. Click share from the menu and select what team you want to share your report with.

People Reports