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Visualizations - Marketing (InSight)

Reports listed in the category are graphical in nature and often used inside other reports or dashboards. This category folder acts as a repository for these subreports away from other reports.

  • Visualizations can be run independently from main reports, but may not contain any filters, titles, headers, page numbers, or other page formatting features.
  • Visualizations are often the source of dashboard content.

Reports List:

  • Cart Client Count:
    • Unduplicated count of Clients and Members.
    • Default filter set to last 90 days from the run date.
  • Cart Counts per Date:
    • Count of carts opened based on date.
    • Default filter set to last 90 days from the run date.
  • Cart Product Types:
    • Count of Product Types in carts.
    • Default filter set to last 90 days from the run date.
  • Caret Revenue Items:
    • Count of Revenue Items in carts.
    • Default filter set to last 90 days from the run date.
  • Cart Status:
    • Count of Cart Status values.
    • Default filter set to last 90 days from the run date.
  • Client Email Counts
    • Count of sent client emails per month.
    • Defaults to the current calendar year.


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