Overview
Automation reports help you look more closely at how contacts move through an automation. You can see where people enter, where they finish, and where they may be slowing down or dropping off.
Reports are read-only. Creating or viewing a report will not change your automation or contact data, so you can safely explore and learn.
Use reports when you want more detail than the Performance page provides, or when you’re deciding whether small improvements might help.
Before You Begin
Before starting, make sure:
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You have access to Reporting. If you don’t, that’s okay, just reach out to an admin from your team.
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At least one automation has been run (active or previously active).
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You’re reviewing results, not trying to edit the automation
Time estimate: 5–10 minutes
Step 1: Open the Report Manager
Most people start on the EveryAction Home Page.
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From the left-hand menu, click Reporting
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Open the Report Manager
If you don’t see Reporting:
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Use Search for a page
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Type Report Manager
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Open the Report Manager from the results
Step 2: Choose the Workflow Steps Report
In the Report Manager:
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Select the Workflow Steps Report
This report helps you see:
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Each step in the workflow
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How many contacts entered or completed each step
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The status of steps, including steps that were removed after contacts already passed through them
Tip: This is the best place to start if you want a high-level view of how an automation is performing.
Step 3: Filter by Workflow
To focus on the workflow you care about:
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Apply filters to select a specific workflow
or -
Group by workflow name to compare multiple automations
Filtering helps narrow results, so you’re not overwhelmed by extra data.
Step 4: Open the Workflow Contacts Report (Optional)
If you need more detail, you can use the Workflow Contacts Report.
This report shows:
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Which contacts entered the automation
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Where each contact is now
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When they reached each step
Use this when you need to answer specific questions about individual contacts.
Note: This step is optional. Many users never need this level of detail.
Step 5: Use What You See to Decide Next Steps
As you review reports, look for simple patterns, such as:
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Contacts dropping off at the same step
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Long delays between steps
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Steps that most contacts never reach
You don’t need to fix anything right away. Reports simply help you decide whether small timing or message changes might be helpful later.
What else do you need help with?
If this isn’t what you were looking for, you might want to explore:
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Which Workflow Automation Template should I use?
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How do I view workflow automation performance?
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Back to Overview: Workflow Automations