# Funnel reports

> Build funnel reports to see how many visitors move from one step to the next, such as from viewing a post to clicking it.

Breadcrumb: Analytics › Funnels · Updated: 2026-10-17
Docs index: https://docs.cevoid.com/llms.txt

A funnel report lines up steps in order and shows how many get from one step to the next. Use it to see where visitors drop off, for example between viewing a post and clicking a product tag, or between opening an upload form and completing an upload.

Navigate to [Analytics → Reports](https://app.cevoid.com/analytics/reports) to create and open funnel reports.

## How funnel reports work

Funnel reports have their own tab in the [report builder](https://docs.cevoid.com/analytics/reporting/report-builder.md): **Funnel**, next to **Insights**. Each step of a funnel report is a metric.

- A funnel report has 2 to 8 steps
- All steps come from the same funnel. Once you pick the first step, only metrics from that step's funnel can be added.
- You can use any of a funnel's steps, for example impressions, clicks, and orders, and drag them into the order you want
- The funnel names below aren't shown in the builder. They only decide which steps go together.

Cevoid has six funnels. What a funnel counts depends on the funnel: sessions (visits to your store), Instagram requests, or Instagram posts.

| Funnel | Module | Counts | Steps, in order |
| --- | --- | --- | --- |
| Post interaction funnel | UGC | Sessions | _Post impressions_, _Post popup impressions_, _Post clicks_, _Post product tag clicks_, _Orders_ |
| Instagram post lifecycle funnel | UGC | Instagram posts | _Instagram posts detected_, _Instagram posts accessed_ |
| Instagram request funnel | UGC | Requests | _Instagram requests sent_, _Instagram requests declined_, _Instagram posts accessed_ |
| Customer uploads funnel | UGC | Sessions | _Upload form impressions_, _Uploads started_, _Uploads completed_ |
| Activity engagement funnel | Loyalty program | Sessions | _Activity reach_, _Activity clicks_, _Activity started_, _Activity submitted_ |
| Points shop engagement funnel | Loyalty program | Sessions | _Redeemable reward reach_, _Redeemable reward clicks_, _Redeemable reward redeemed_ |

What each step counts is in [UGC analytics](https://docs.cevoid.com/analytics/metrics/ugc-analytics.md), [Loyalty program analytics](https://docs.cevoid.com/analytics/metrics/loyalty-analytics.md), and [Sales analytics](https://docs.cevoid.com/analytics/metrics/sales-analytics.md).

## Create a funnel report

1. Navigate to [Analytics → Reports](https://app.cevoid.com/analytics/reports) and click **Create report**
2. Select the **Funnel** tab at the top of the sidebar
3. In _Metrics_, click **Add**
4. Select the metrics for your steps, all from the same funnel
5. Click **Apply**. The steps appear in the sidebar, numbered in order.
6. Optional: Drag the steps into the order you want
7. Click **Save report**. A dialog opens with a suggested name.
8. Enter a name for the report and click **Save report**

Before you save, you can also add a breakdown and filters: see [Break down and filter a funnel report](https://docs.cevoid.com/analytics/reporting/funnels#break-down-and-filter-a-funnel-report).

The **Add** button is disabled once a funnel report has 8 steps.

You can also select the **Funnel** tab on an existing report. The funnel then starts with no steps, and saving replaces the report's chart with the funnel. To keep the original report, click **Save as new** instead of **Save**.

## Closed and open funnels

Funnel reports are closed funnels by default. The _Open funnel_ setting changes how a step counts.

| Funnel type | How a step counts |
| --- | --- |
| Closed (default) | A visitor, request, or post counts at a step only after completing the earlier steps, in order, within two years |
| Open | Each step counts on its own, so visitors can enter the funnel at any step |

To make a funnel report open:

1. Navigate to [Analytics → Reports](https://app.cevoid.com/analytics/reports) and open the funnel report
2. Enable **Open funnel** in the _Settings_ section of the sidebar
3. Click **Save**, or **Save as new** for a default report

## Break down and filter a funnel report

Funnel report breakdowns and filters come from a fixed set per funnel.

- **Breakdowns:** The chart always shows the whole funnel. The breakdown appears only in the table under the chart, with one row per value and one column per step.
- **Filters:** Narrow the funnel to the visitors, requests, or posts that match. Filters a funnel can't apply show _Not available for funnel reports_.
- **Never offered:** Breakdowns where one item can have several values, such as _Segment_, _Profile label_, _Post label_, and product breakdowns

| Funnel | Breakdowns |
| --- | --- |
| Post interaction funnel | _Date_, _Market_, _Profile_, _Is trackable_, and, when _Orders_ isn't a step, _Widget_, _Display solution_, and _Post_ |
| Instagram post lifecycle funnel | _Date_, _Profile_, _Instagram account_, _Instagram source type_, _Hashtag_, _Instagram post type_, _Instagram post access method_, _Instagram request method_ |
| Instagram request funnel | _Date_, _Profile_, _Instagram account_, _Instagram source type_, _Hashtag_, _Instagram post type_, _Instagram request method_ |
| Customer uploads funnel | _Date_, _Form_, _Upload interface_, _Market_, _Profile_, _Is trackable_ |
| Activity engagement funnel | _Date_, _Activity_, _Activity type_, _Activity status_, _Market_, _Profile_, _Is trackable_, _Widget_, _Display solution_ |
| Points shop engagement funnel | _Date_, _Redeemable reward_, _Reward type_, _Discount code type_, _Redeemable reward status_, _Market_, _Profile_, _Is trackable_, _Widget_, _Display solution_, _Required points_ |

Every breakdown except _Date_ and _Required points_ is also a filter. What each breakdown means is in [How metrics work](https://docs.cevoid.com/analytics/metrics.md#how-breakdowns-work).

- A session counts in the row of every widget, display solution, or post it touched, so _Widget_, _Display solution_, and _Post_ rows can add up to more than the funnel total
- In the post interaction funnel, _Profile_ is the creator of the post, not the visitor

## The Orders step

The _Orders_ step is part of the post interaction funnel only. It counts orders from [sales tracking](https://docs.cevoid.com/analytics/setup/report-requirements.md) that are linked to the same session. Only trackable sessions can be linked to an order: see [Session tracking and consent](https://docs.cevoid.com/analytics/setup/session-tracking-and-consent.md).

Orders aren't tied to a widget or a post, so _Orders_ can't share a funnel report with a _Widget_, _Display solution_, or _Post_ breakdown or filter:

- With _Orders_ as a step, those breakdowns and filters are unavailable. Remove _Orders_ to use them.
- With one of them selected, _Orders_ can't be added as a step. Remove that breakdown or filter first.

## Comparison in funnel reports

Funnel reports don't support comparison. On the **Funnel** tab, the comparison dropdown is disabled. On a dashboard, a funnel panel ignores the dashboard's comparison and shows the current period only.

The disabled dropdown can still show a saved comparison, such as _Comparison: Previous period_ on the two default funnel reports. The funnel shows the current period only either way. Hover over the dropdown to see _Funnel reports don't support period comparisons._

## What a funnel report shows

A funnel report shows one column per step, from left to right. Scroll sideways when there are many steps. Each column shows:

- The step's name. Hover over it to see the metric's description.
- The percentage of the first step that reached this step, in large text
- The number counted at the step
- A colored bar, with a shaded slope down to the next step that shows the drop-off

A headline value above the chart shows the share of the first step that reached the last step. The chart's title is the last step plus what the funnel counts, such as _Uploads completed by session_, _by request_, or _by post_. With a breakdown, the table under the chart has one row per value and one column per step.

## Default funnel reports

Every workspace has two default funnel reports. Both are closed funnels, and both open on the **Funnel** tab.

| Report | Steps |
| --- | --- |
| _Post interaction funnel_ | _Post impressions_, _Post popup impressions_, _Post clicks_ |
| _Customer uploads funnel_ | _Upload form impressions_, _Uploads started_, _Uploads completed_ |

Default reports are read-only. You can change them in the builder, but you keep your changes only by saving them as a new report. See [Reports](https://docs.cevoid.com/analytics/reporting/reports.md).

The loyalty program's default reports _Activity funnel_ and _Reward funnel_ are line charts of these metrics over time, not funnel reports. To see the steps as a funnel, build a funnel report from the activity engagement funnel or the points shop engagement funnel.

## Funnel reports on dashboards

Add a funnel report to a dashboard like any other report: see [Dashboards](https://docs.cevoid.com/analytics/reporting/dashboards.md). A funnel panel is 6 columns wide and 8 rows tall when added. It ignores the dashboard's comparison. On short panels, the funnel collapses to a compact value.

## Related articles

- [Report builder](https://docs.cevoid.com/analytics/reporting/report-builder.md)
- [Reports](https://docs.cevoid.com/analytics/reporting/reports.md)
- [Dashboards](https://docs.cevoid.com/analytics/reporting/dashboards.md)
- [How metrics work](https://docs.cevoid.com/analytics/metrics.md)
- [UGC analytics](https://docs.cevoid.com/analytics/metrics/ugc-analytics.md)

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Canonical: https://docs.cevoid.com/analytics/reporting/funnels