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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Reporting in Customer ...
Customer experience | Sales, Customer Insights,...
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Reporting in Customer Insights - Journeys

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Posted on by AH-24061335-0 27
Hi Community,
 
I am looking into the reporting options on analytics and insights provided in Customer Insights - Journeys, and in that regard I am interested in knowing, if it is possible to download the journey and channel analytics or the insights from journeys? Is there any way of creating custom reports and is it possible to generate and send these automatically? 

I am aware that a custom report builder is in the release planner and will be available in March. 
 
Hope someone can help with some insights into how to use the current analytics and reporting features. 
 
Thank you
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  • Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Reporting in Customer Insights - Journeys
    Hi,
     
    For outbound marketing, using interaction data to create customized reports, you can refer to the following link.
     
    For real-time marketing, the custom report builder in the release plan you mentioned is exactly for real-time marketing.
    In addition, according to this official document.
    How to use aggregate channel analytics - Dynamics 365 Customer Insights | Microsoft Learn
    You can view insights analytics for real-time journeys, and insights analytics across channels through the Analytics Dashboard.
    You can also export insights analysis data.
     
     
  • Suggested answer
    MiltosV Profile Picture
    MiltosV Moderator on at
    Reporting in Customer Insights - Journeys
    On top of the previous comment, you can also export up to 50K records for individual channel insights through the delivery and interactions pane.
    https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-analytics#journey-operational-analytics

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