From Salesforce Reports

You can view and analyze participants using standard Salesforce reports. This provides powerful reporting capabilities and integration with other Salesforce features.

Creating Participant Reports

Report Types

Sequence Associations Report

Shows current participants in sequences:

• Active participants
• Sequence associations
• Current action status
• Entry dates

Participant Sequence History Report

Shows historical participant data:

• Participants who have exited sequences
• Exit reasons and dates
• Sequence completion data
• Attribution information

Participant Actions Report

Shows action-level data:

• All participant actions
• Action status (completed, pending, deferred)
• Execution dates
• Action types

Report Features

Salesforce reports provide:

• Filtering: Filter by sequence, participant, date, status, and more
• Grouping: Group data by sequence, participant, action type, etc.
• Summaries: Calculate totals, averages, and other summaries
• Charts: Visualize data with charts and graphs
• Export: Export data for external analysis
• Scheduling: Schedule reports to run automatically

Best Practices

• Create standard reports for common participant views
• Use filters to focus on specific sequences or time periods
• Group data to identify patterns and trends
• Schedule regular reports for monitoring
• Export data for deeper analysis in other tools
• Share reports with team members who need visibility

Common Report Use Cases

• Sequence performance: Track how participants progress through sequences
• Conversion analysis: Analyze which sequences convert best
• Action completion rates: Monitor action completion across sequences
• Participant engagement: Track participant activity and engagement
• Exit analysis: Understand why participants exit sequences