Overview

Use this page when you already know you need a person-level list, a funnel of counts, or a drop-off list. For Events vs Metrics vs Top Promotion Sources, and for advocate-side vs friend-side journey questions, start with Understand Extole Journeys and How to Use Them in Reports.

Quick Decision Guide

If you want…	Recommended report	Why
One row per person, with optional totals or counts of the events they completed	Person report	Each person appears once, even if they completed the same event more than once
A list of people who completed one specific event, with unique counts	People Who Took a Specific Action report	Defaults to `transacted`; change the `step_name` to the action you need
New-to-file people who reached a specific event, such as a first conversion or registration	Visited Events report	Defaults to `transacted` with visit type New To Client
Configurable people counts, event counts, and formulas across the referral funnel	Funnel Performance report	Best for rates and benchmarks grouped by program, campaign, or another dimension
People who completed one event but not a later event	Incomplete Journey report	Configure a visited event and a not-visited event. Prefer it when the question uses phrases like “registered but did not convert” or “started but did not finish.”

For dashboard-matching event lists (one row per event, including person and related person), use the Events report. For topline totals broken out by channel, source, or campaign, use the Metrics report.

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