# Creating a Funnel Report in Enterprise Analytics

Funnel reports allow you to analyze how customers progress through different stages of communication.

Follow the steps below to create a funnel report.

<figure><img src="/files/01f8l7VH9ZGnJygynUij" alt=""><figcaption></figcaption></figure>

#### <mark style="color:$primary;">**Step 1: Create a New Report**</mark>

1. Open Enterprise Analytics from the left-hand navigation panel.
2. Click the green New Report button on the top right.
3. Enter a name for your report.
4. Select Funnel as the report type.
5. Click Create Report to open the report builder.

***

<figure><img src="/files/2jjgl1Fqdp1URBDmang4" alt=""><figcaption></figcaption></figure>

#### <mark style="color:$primary;">**Step 2: Select the Timeframe**</mark>

On the left side, select the time period for the report.

Available options include:

Today\
Yesterday\
Last 7 Days\
Last 30 Days\
Custom Date Range

Example:

If you want to analyze campaign performance for the past month, choose **Last 30 Days**.

***

<figure><img src="/files/zC2fEAJm96KRu38SIQmi" alt=""><figcaption></figcaption></figure>

#### <mark style="color:$primary;">**Step 3: Add Events**</mark>

On the right side, click the **Add Events** button.

You can now select events to build the funnel.

Example funnel:

Template Sent\
Template Delivered\
Template Read\
CTA Button Clicked\
Message Received

This funnel analyzes how customers interact with templates and whether they respond.

***

<figure><img src="/files/doU0qYpbtxvMWfwuvNUq" alt=""><figcaption></figcaption></figure>

#### <mark style="color:$primary;">**Step 4: Set Conversion Window**</mark>

The conversion window defines how much time a user has to complete the funnel after the first event.

By default, the conversion window is **14 days**.

You can change it to:

30 days\
120 days

Example:

If customers typically respond within a month, you can set the conversion window to **30 days**.

***

<figure><img src="/files/IBi6OD9eGzg3Y5lBBndQ" alt=""><figcaption></figcaption></figure>

#### <mark style="color:$primary;">**Saving the Report**</mark>

Once the funnel is configured, click **Save and Update Report**.

This saves the report configuration.

The next time you open the report, you only need to change the timeframe to see updated data.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://learn.doubletick.io/enterprise-analytics/introduction-to-funnel-report/creating-a-funnel-report-in-enterprise-analytics.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.