Using Key Metrics to Build Reports
Create a report from the Key Metrics section of the Account Page that shows all metrics for an account. Save and share this report with other CSMs, or export to share outside of Hook.
Build a report on Key Metrics in just a few clicks to spot adoption gaps, training areas and expansion opportunities from high usage of specific features. Use Compare against to see how metric values have changed over time, in comparison to an account’s Engagement Level.
Build a Report with Key Metrics
Go to the Key Metrics section for an account on Hook.
Click View All.
This redirects to a filtered view of the Customers table, with all the Key Metrics columns applied for that specific account.
Click the pencil icon next to Filters to adjust which accounts are shown in the report. By default, the account from the previous page will be the only account in the report.
Click Save as to save the view. Click Export to download the view as a report.
❓Frequently Asked Questions
How can I remove metrics from the report?
In the Columns section, press the X icon to remove the metric from the report. You can also click the pencil icon next to Columns and remove metrics from the list instead.
How do I build a report that compares the values of metrics at different points in time?
Use the Compare against button to select a period of time to compare the current metrics against.