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Nimble's Templated Workflow Feature
Pull Reports for Workflows using Segmentation
Pull Reports for Workflows using Segmentation
Ionia avatar
Written by Ionia
Updated over a week ago

True reports for Workflows are just around the corner. In the meantime, you can use Segmentation to pull relevant data pertaining to your contacts.

Use Segmentation to pull reports that can help you to better understand how your team is performing and analyze how to improve upon your customer’s experience

In the Contacts tab, a section titled "In Workflows" will appear with all available workflows. Searches can be performed based on the workflow and stages that you've created. You can also search active leads and date ranges.

Just click "Add Segment" >> Add Contact Filter. You'll see the following filters:

  • Active Workflow Stage

  • Workflow Exit Status

  • In Contact’s Workflow

  • Days In Workflow Stage

For instance, let's say you want to find all leads in your database that are in the "New Leads" stage and were entered in the last 15 days. You can easily do this by building the following search:

You can also add other filters to this search until you get the desired results. For more information about this feature, please take a look at the following: Nimble Smart Segmentation Overview

We would love to hear your feedback or questions about our latest feature, please write us at, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.

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