> ## Documentation Index
> Fetch the complete documentation index at: https://docs.extole.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Choosing the Right Report

> When to use Person, People Who Took a Specific Action, Funnel Performance, Visited Events, or Incomplete Journey — reports that sit alongside Events and Metrics.

# 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](/guides/dashboards-and-reporting/understanding-extole-journeys-extended-reference-for-reporting).

## Quick Decision Guide

| If you want... | Recommended report | Why |
| - | - | - |
| One row per person, with optional totals or counts of the events they completed | [Person](/guides/dashboards-and-reporting/report-types/recommended-reports/person-report) 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](/guides/dashboards-and-reporting/report-types/recommended-reports/people-who-took-a-specific-action-report) 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](/guides/dashboards-and-reporting/report-types/recommended-reports/visited-events-report) report | Defaults to `transacted` with visit type New To Client |
| Configurable people counts, event counts, and formulas across the referral funnel | [Funnel Performance](/guides/dashboards-and-reporting/report-types/recommended-reports/referral-funnel-performance-report) 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](/guides/dashboards-and-reporting/report-types/recommended-reports/events-report). For topline totals broken out by channel, source, or campaign, use the [Metrics report](/guides/dashboards-and-reporting/report-types/recommended-reports/metrics-report).


## Related topics

- [Understand Extole Journeys and How to Use Them in Reports](/guides/dashboards-and-reporting/understanding-extole-journeys-extended-reference-for-reporting.md)
- [Reward Bank Reports](/guides/dashboards-and-reporting/report-types/rewards-reports/reward-bank-reports.md)
- [Create Share Link on an Event](/technical/platform-integrations/extensions/create-share-link-on-an-event.md)
- [Configure Common Reward Scenarios for Credit Unions and Banks](/guides/flow-campaigns/configure-common-reward-scenarios-for-credit-unions-and-banks.md)
- [Extole Opt-In/Opt-Out Sync Guide](/guides/platform-overview/extole-opt-in-opt-out-sync-guide.md)


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