Event Temple

Is there a way to see all my new customers in a certain time frame?

How many new Accounts were there this past quarter?

Is There a Way to Identify New Clients or Accounts Made This Year?

- Can I report on new clients?
- Is there a way to see all my new customers in a certain time frame?
- How many new Accounts were there this past quarter?
- Is There a Way to Identify New Clients or Accounts Made This Year?

You can Report on New Accounts within a certain time frame by using the Account List Report: 

Apply the <a href="https://intercom.help/eventtemple/en/articles/3837141-how-do-i-filter-the-tables-in-event-temple" rel="nofollow noopener noreferrer" target="_blank">filter </a>Created At and insert the time frame you are looking to report on. (In this example it is the last year)

You can adjust the <a href="https://intercom.help/eventtemple/en/articles/3837037-how-do-i-customize-columns" rel="nofollow noopener noreferrer" target="_blank">columns</a> to decide which information is relevant for you to report on.

You can now Export As a PDF, HTML or CSV file

1. Go to Reports 
2. Click on Account List Report
3. Apply the <a href="https://intercom.help/eventtemple/en/articles/3837141-how-do-i-filter-the-tables-in-event-temple" rel="nofollow noopener noreferrer" target="_blank">filter </a>Created At and insert the time frame you are looking to report on. (In this example it is the last year)
4. You can adjust the <a href="https://intercom.help/eventtemple/en/articles/3837037-how-do-i-customize-columns" rel="nofollow noopener noreferrer" target="_blank">columns</a> to decide which information is relevant for you to report on.
5. You can now Export As a PDF, HTML or CSV file

You can Report on New Contacts within a certain time frame by using the Contact List Report:

Apply the <a href="https://intercom.help/eventtemple/en/articles/3837141-how-do-i-filter-the-tables-in-event-temple" rel="nofollow noopener noreferrer" target="_blank">filter</a> Created At and insert the time frame you are looking to report on. (In this example it is the last year)

You can adjust the <a href="https://intercom.help/eventtemple/en/articles/3837037-how-do-i-customize-columns" rel="nofollow noopener noreferrer" target="_blank">columns</a>to decide which information is relevant for you to report on.

1. Go to Reports 
2. Click on Contact List Report
3. Apply the <a href="https://intercom.help/eventtemple/en/articles/3837141-how-do-i-filter-the-tables-in-event-temple" rel="nofollow noopener noreferrer" target="_blank">filter</a> Created At and insert the time frame you are looking to report on. (In this example it is the last year)
4. You can adjust the <a href="https://intercom.help/eventtemple/en/articles/3837037-how-do-i-customize-columns" rel="nofollow noopener noreferrer" target="_blank">columns</a>to decide which information is relevant for you to report on.
5. You can now Export As a PDF, HTML or CSV file

Related Questions:

Answers:

Accounts

Contacts