# \#reports **URL:** https://integration.keap.com/tag/reports/16.md [Latest](https://integration.keap.com/latest.md) · [Categories](https://integration.keap.com/categories.md) · [Tags](https://integration.keap.com/tags.md) --- ## [API Request to get Monthly Receivables Report](https://integration.keap.com/t/api-request-to-get-monthly-receivables-report/94028)
**Author:** [@Ahmet\_Shamiev](https://integration.keap.com/u/Ahmet_Shamiev)\ **Replies:** 1\ **Last updated:** [April 24, 2026, 12:03pm UTC](https://integration.keap.com/t/api-request-to-get-monthly-receivables-report/94028 "2026-04-24T12:03:45Z")
Hey guys, did any one has automated API request that will pull the Monthly Receivables report? Our goal is to build automation that runs daily in Zapier to request Monthly Receivables report. Thanks in advance for your… --- ## [Weekly reporting on pipeline stages by lead source](https://integration.keap.com/t/weekly-reporting-on-pipeline-stages-by-lead-source/77140)
**Author:** [@Nikki\_Sadler](https://integration.keap.com/u/Nikki_Sadler)\ **Replies:** 3\ **Last updated:** [March 10, 2026, 12:18am UTC](https://integration.keap.com/t/weekly-reporting-on-pipeline-stages-by-lead-source/77140 "2026-03-10T00:18:27Z")
I produce a weekly sales report which tracks leads sources through our pipeline. I have to manually find all the data. Is there a way to streamline this please? How do you run your reports to see which lead sources ar… --- ## [Setting a field value based on a date-range and product type](https://integration.keap.com/t/setting-a-field-value-based-on-a-date-range-and-product-type/92250)
**Author:** [@Tucker\_Dunlavey](https://integration.keap.com/u/Tucker_Dunlavey)\ **Replies:** 1\ **Last updated:** [January 23, 2024, 2:09am UTC](https://integration.keap.com/t/setting-a-field-value-based-on-a-date-range-and-product-type/92250 "2024-01-23T02:09:26Z")
TL;DR: I’m searching for a solution (sequence or otherwise) that will set a custom field’s value to the total amount spent in a given calendar year on a specific category of product. IE: the total spend on all products l… --- ## [How can we get a last email clicked date based on tag(s)?](https://integration.keap.com/t/how-can-we-get-a-last-email-clicked-date-based-on-tag-s/91913)
**Author:** [@Lee\_Campbell](https://integration.keap.com/u/Lee_Campbell)\ **Replies:** 2\ **Last updated:** [December 4, 2023, 3:30pm UTC](https://integration.keap.com/t/how-can-we-get-a-last-email-clicked-date-based-on-tag-s/91913 "2023-12-04T15:30:55Z")
We’ve been asked to provide a date for the last emailed clicked by a certain group of customers. They all have lifetime memberships and are designated as such by using membership tags for each product. What we need is s… --- ## [Not a Keap Expert - sorry if this is dumb. Report was using UA now it's dead](https://integration.keap.com/t/not-a-keap-expert-sorry-if-this-is-dumb-report-was-using-ua-now-its-dead/91673)
**Author:** [@Bill\_Jeppesen](https://integration.keap.com/u/Bill_Jeppesen)\ **Replies:** 0\ **Last updated:** [October 24, 2023, 10:33pm UTC](https://integration.keap.com/t/not-a-keap-expert-sorry-if-this-is-dumb-report-was-using-ua-now-its-dead/91673 "2023-10-24T22:33:47Z")
I apologize in advance if this is yet another newbie question about GA4 integration. My client set up a marketing campaign a few years ago and gave me access so that I can run a weekly report. The report tracks web forms… --- ## [Metrics numbers in Email Broadcast Report](https://integration.keap.com/t/metrics-numbers-in-email-broadcast-report/91657)
**Author:** [@Lisa\_Graham](https://integration.keap.com/u/Lisa_Graham)\ **Replies:** 0\ **Last updated:** [October 20, 2023, 8:22pm UTC](https://integration.keap.com/t/metrics-numbers-in-email-broadcast-report/91657 "2023-10-20T20:22:49Z")
On the Email Broadcast Report, we are getting the same number for the Unique Opens and the Opens… the same is true for Unique Clicks and Clicks… how can this be? --- ## [Im new to Keap is there a simple report that shows quote issued that didnt convert to orders, showing issued to who and for what?](https://integration.keap.com/t/im-new-to-keap-is-there-a-simple-report-that-shows-quote-issued-that-didnt-convert-to-orders-showing-issued-to-who-and-for-what/91087)
**Author:** [@David\_Wynne](https://integration.keap.com/u/David_Wynne)\ **Replies:** 0\ **Last updated:** [July 25, 2023, 3:16pm UTC](https://integration.keap.com/t/im-new-to-keap-is-there-a-simple-report-that-shows-quote-issued-that-didnt-convert-to-orders-showing-issued-to-who-and-for-what/91087 "2023-07-25T15:16:12Z")
Im new to Keap is there a simple report that shows quote issued that didnt convert to orders, showing issued to who and for what ? --- ## [Reporting tools -- Segment by list?](https://integration.keap.com/t/reporting-tools-segment-by-list/91074)
**Author:** [@Rae\_Carson](https://integration.keap.com/u/Rae_Carson)\ **Replies:** 1\ **Last updated:** [July 21, 2023, 8:50pm UTC](https://integration.keap.com/t/reporting-tools-segment-by-list/91074 "2023-07-21T20:50:21Z")
Hi there, are those nifty charts that came with the reporting and analytics updates gone forever? I’d absolutely love to pull reports on the success (CTR, open rates) of my email broadcasts like they used to, but to fil… --- ## [Cross Domain Tracking - Google Analytics Tracking Issue on Web Forms redirect](https://integration.keap.com/t/cross-domain-tracking-google-analytics-tracking-issue-on-web-forms-redirect/69748)
**Author:** [@Sotiris\_Sotiriadis](https://integration.keap.com/u/Sotiris_Sotiriadis)\ **Replies:** 1\ **Last updated:** [June 16, 2023, 7:38pm UTC](https://integration.keap.com/t/cross-domain-tracking-google-analytics-tracking-issue-on-web-forms-redirect/69748 "2023-06-16T19:38:05Z")
Hi Guys, I have an issue with forms. I have implemented Infusionsoft web forms on Landing pages on my website, and chose to redirect people to a thank you page (On my website). I have set up some goals on the thank you … --- ## [Using artificial intelligence to gain insights into contacts' motivations](https://integration.keap.com/t/using-artificial-intelligence-to-gain-insights-into-contacts-motivations/90756)
**Author:** [@Max\_Friar](https://integration.keap.com/u/Max_Friar)\ **Replies:** 2\ **Last updated:** [May 26, 2023, 4:37pm UTC](https://integration.keap.com/t/using-artificial-intelligence-to-gain-insights-into-contacts-motivations/90756 "2023-05-26T16:37:58Z")
Has anyone had luck integrating AI software into Keap to gain data analytics insights? We have been using Keap for ~9 years, have 100K+ contacts, and send 1M emails/month. We have all of this data! What I am thinking is… --- ## [How do i get the contacts in my nurture list?](https://integration.keap.com/t/how-do-i-get-the-contacts-in-my-nurture-list/90742)
**Author:** [@Rock\_Star\_Concierge](https://integration.keap.com/u/Rock_Star_Concierge)\ **Replies:** 1\ **Last updated:** [May 25, 2023, 4:56pm UTC](https://integration.keap.com/t/how-do-i-get-the-contacts-in-my-nurture-list/90742 "2023-05-25T16:56:20Z")
I am creating a new project and I need to get the names and email addresses of these contacts. I need to have the list within the day! --- ## [I see some new reporting section have been implemented. I have one question in regard to the updates. Can Keap dd the column for acct owner to email batch reports? Seem to me acct owner (sales rep) should be an option in every report. Thanks!](https://integration.keap.com/t/i-see-some-new-reporting-section-have-been-implemented-i-have-one-question-in-regard-to-the-updates-can-keap-dd-the-column-for-acct-owner-to-email-batch-reports-seem-to-me-acct-owner-sales-rep-should-be-an-option-in-every-report-thanks/90443)
**Author:** [@Lizet\_Dominguez](https://integration.keap.com/u/Lizet_Dominguez)\ **Replies:** 0\ **Last updated:** [April 4, 2023, 10:42pm UTC](https://integration.keap.com/t/i-see-some-new-reporting-section-have-been-implemented-i-have-one-question-in-regard-to-the-updates-can-keap-dd-the-column-for-acct-owner-to-email-batch-reports-seem-to-me-acct-owner-sales-rep-should-be-an-option-in-every-report-thanks/90443 "2023-04-04T22:42:22Z")
I see a new reporting section have been implemented. I have one question in regard to the updates. Can Keap add the column for acct owner to email batch reports? Seems to me acct owner (sales rep) should be an option in … --- ## [How often does the Custom Statistics Widget Refresh/Update?](https://integration.keap.com/t/how-often-does-the-custom-statistics-widget-refresh-update/90042)
**Author:** [@Rachel\_Bell1](https://integration.keap.com/u/Rachel_Bell1)\ **Replies:** 2\ **Last updated:** [February 15, 2023, 3:29pm UTC](https://integration.keap.com/t/how-often-does-the-custom-statistics-widget-refresh-update/90042 "2023-02-15T15:29:25Z")
Does anyone know what the refresh rate is for the Custom Statistics widgets? Once a day, once every few hours? Once I log in to Keap Max Classic, there are numbers displayed in my widgets, but simply reloading the page … --- ## [Get contacts that have at least X number of tags in a category](https://integration.keap.com/t/get-contacts-that-have-at-least-x-number-of-tags-in-a-category/89702)
**Author:** [@Jacqui\_Griffiths](https://integration.keap.com/u/Jacqui_Griffiths)\ **Replies:** 1\ **Last updated:** [January 11, 2023, 12:14am UTC](https://integration.keap.com/t/get-contacts-that-have-at-least-x-number-of-tags-in-a-category/89702 "2023-01-11T00:14:35Z")
Hi everyone, Is there a way to get a list of contacts that have at least X number of tags in a category? E.g. I have 10 downloads available on my website. When contacts download them they get tagged with the correspond… --- ## [Large Keap analytics/stats table found on website](https://integration.keap.com/t/large-keap-analytics-stats-table-found-on-website/88891)
**Author:** [@Afniza\_Zulkifli](https://integration.keap.com/u/Afniza_Zulkifli)\ **Replies:** 0\ **Last updated:** [September 28, 2022, 10:50am UTC](https://integration.keap.com/t/large-keap-analytics-stats-table-found-on-website/88891 "2022-09-28T10:50:21Z")
We found a large stats table on our website with over 1.5mil data point. It’s been there since 2020. Our web developer has cleaned some of this data to free up space on our site server. 2 questions on this: Are the sta… --- ## [How to get a report of all Companies](https://integration.keap.com/t/how-to-get-a-report-of-all-companies/88749)
**Author:** [@Tom\_Church](https://integration.keap.com/u/Tom_Church)\ **Replies:** 1\ **Last updated:** [September 23, 2022, 10:54am UTC](https://integration.keap.com/t/how-to-get-a-report-of-all-companies/88749 "2022-09-23T10:54:46Z")
Is there a simple way to get a report that lists all Companies? I can see a possible way by using Tags. Thank you in advance. Pro version Tom --- ## [Generate email engagement report](https://integration.keap.com/t/generate-email-engagement-report/88810)
**Author:** [@Laura\_Frontiero](https://integration.keap.com/u/Laura_Frontiero)\ **Replies:** 1\ **Last updated:** [September 20, 2022, 10:42am UTC](https://integration.keap.com/t/generate-email-engagement-report/88810 "2022-09-20T10:42:56Z")
How do I pull a report of users that have opened or clicked on emails in the past 30, 60, or 90 days? --- ## [How do I list contacts by month received](https://integration.keap.com/t/how-do-i-list-contacts-by-month-received/88334)
**Author:** [@David\_Prewer](https://integration.keap.com/u/David_Prewer)\ **Replies:** 1\ **Last updated:** [August 4, 2022, 1:32pm UTC](https://integration.keap.com/t/how-do-i-list-contacts-by-month-received/88334 "2022-08-04T13:32:34Z")
How do I list contacts by month input. --- ## [I have open invoices in my AR report. How can I close them without the amounts showing paid when I do it. I don't want my accounting to be off by these amounts](https://integration.keap.com/t/i-have-open-invoices-in-my-ar-report-how-can-i-close-them-without-the-amounts-showing-paid-when-i-do-it-i-dont-want-my-accounting-to-be-off-by-these-amounts/87864)
**Author:** [@Paul\_Wagner](https://integration.keap.com/u/Paul_Wagner)\ **Replies:** 0\ **Last updated:** [June 21, 2022, 12:58pm UTC](https://integration.keap.com/t/i-have-open-invoices-in-my-ar-report-how-can-i-close-them-without-the-amounts-showing-paid-when-i-do-it-i-dont-want-my-accounting-to-be-off-by-these-amounts/87864 "2022-06-21T12:58:52Z")
I have open invoices in my AR report. How can I close them without the amounts showing paid when I do it. I don’t want my accounting to be off by these amounts. --- ## [Can I see if someone with access to my app has exported any contacts?](https://integration.keap.com/t/can-i-see-if-someone-with-access-to-my-app-has-exported-any-contacts/87654)
**Author:** [@Georgia\_Kirke](https://integration.keap.com/u/Georgia_Kirke)\ **Replies:** 0\ **Last updated:** [June 1, 2022, 7:58am UTC](https://integration.keap.com/t/can-i-see-if-someone-with-access-to-my-app-has-exported-any-contacts/87654 "2022-06-01T07:58:47Z")
Hi, a team member is leaving and I’ve seen they have set up a business on the side. How can I see what they’ve exported from the database, if anything? --- ## [Track leads across all campaigns? Look at/program historic information on contacts](https://integration.keap.com/t/track-leads-across-all-campaigns-look-at-program-historic-information-on-contacts/87514)
**Author:** [@Chris\_Dolan](https://integration.keap.com/u/Chris_Dolan)\ **Replies:** 0\ **Last updated:** [May 17, 2022, 10:04pm UTC](https://integration.keap.com/t/track-leads-across-all-campaigns-look-at-program-historic-information-on-contacts/87514 "2022-05-17T22:04:57Z")
Hello, Looking to be able to track or program the tracking of information on contacts. Ideally we would like to be able to filter search results historically and see how many lead raw, lead qualified, appointments were … --- ## [Campaign report numbers don't match](https://integration.keap.com/t/campaign-report-numbers-dont-match/86410)
**Author:** [@Nicholas\_Owings](https://integration.keap.com/u/Nicholas_Owings)\ **Replies:** 0\ **Last updated:** [February 7, 2022, 8:54pm UTC](https://integration.keap.com/t/campaign-report-numbers-dont-match/86410 "2022-02-07T20:54:16Z")
I have found that the numbers in our campaign report never seem to match up. I have attached a screen shot of a campaign report from last week as an example. The blue numbers are what naturally show up when looking at re… --- ## [Financial Reporting without subscriptions](https://integration.keap.com/t/financial-reporting-without-subscriptions/86053)
**Author:** [@Nancy\_Saldutti](https://integration.keap.com/u/Nancy_Saldutti)\ **Replies:** 0\ **Last updated:** [January 3, 2022, 10:38pm UTC](https://integration.keap.com/t/financial-reporting-without-subscriptions/86053 "2022-01-03T22:38:50Z")
My client wants me to run a monthly report of outstanding payments but she does not want any subscriptions included in the report. Is it possible to run a report to show outstanding balances owed for everything BUT subsc… --- ## [Data Reporting](https://integration.keap.com/t/data-reporting/85904)
**Author:** [@briani](https://integration.keap.com/u/briani)\ **Replies:** 1\ **Last updated:** [December 13, 2021, 6:28pm UTC](https://integration.keap.com/t/data-reporting/85904 "2021-12-13T18:28:38Z")
How reliable is the open and click count on the reporting side? --- ## [How to pull out contacts who has not opened a particular email in my campaign sequence?](https://integration.keap.com/t/how-to-pull-out-contacts-who-has-not-opened-a-particular-email-in-my-campaign-sequence/85211)
**Author:** [@Apple\_Wong](https://integration.keap.com/u/Apple_Wong)\ **Replies:** 0\ **Last updated:** [October 8, 2021, 9:07am UTC](https://integration.keap.com/t/how-to-pull-out-contacts-who-has-not-opened-a-particular-email-in-my-campaign-sequence/85211 "2021-10-08T09:07:39Z")
Is there a way to find out who has opened a particular email in a sequence within a campaign via keap? I’ve gone into the report tab, selected “Campaign Email Sent Report” and arranged by “Email Subject” - which churns … --- ## [Over due or past due tasks](https://integration.keap.com/t/over-due-or-past-due-tasks/85193)
**Author:** [@Eddie\_Christopher](https://integration.keap.com/u/Eddie_Christopher)\ **Replies:** 0\ **Last updated:** [October 6, 2021, 10:00pm UTC](https://integration.keap.com/t/over-due-or-past-due-tasks/85193 "2021-10-06T22:00:27Z")
What is best way to track tasks that reach an over due date and flag the manager of this task? --- ## [Run a report based on WHEN a tag was applied](https://integration.keap.com/t/run-a-report-based-on-when-a-tag-was-applied/85142)
**Author:** [@Colin\_Dombroski](https://integration.keap.com/u/Colin_Dombroski)\ **Replies:** 2\ **Last updated:** [October 4, 2021, 4:21pm UTC](https://integration.keap.com/t/run-a-report-based-on-when-a-tag-was-applied/85142 "2021-10-04T16:21:03Z")
Hello! I’m looking to run an ongoing report to see all of the clients who had had a specific tag applied within the past 15 days. I can’t seem to apply the filter of WHEN the tag was applied as a parameter. Am I missing … --- ## [Design a report showing lad score AND last action taken](https://integration.keap.com/t/design-a-report-showing-lad-score-and-last-action-taken/84957)
**Author:** [@SONDRA\_DELLARIPA](https://integration.keap.com/u/SONDRA_DELLARIPA)\ **Replies:** 1\ **Last updated:** [September 16, 2021, 11:24pm UTC](https://integration.keap.com/t/design-a-report-showing-lad-score-and-last-action-taken/84957 "2021-09-16T23:24:55Z")
Trying to create (or use a canned report) that shows the Lead Score (flames) AND what recent activity happened for that particular account (clicked link, opened email, etc) --- ## [Does anyone know what the error code D4451 is in the failed payment section of an Invoice?](https://integration.keap.com/t/does-anyone-know-what-the-error-code-d4451-is-in-the-failed-payment-section-of-an-invoice/84527)
**Author:** [@Jaime\_Kazimierowicz](https://integration.keap.com/u/Jaime_Kazimierowicz)\ **Replies:** 0\ **Last updated:** [August 9, 2021, 5:56am UTC](https://integration.keap.com/t/does-anyone-know-what-the-error-code-d4451-is-in-the-failed-payment-section-of-an-invoice/84527 "2021-08-09T05:56:40Z")
When a payment has failed and the error code is D4451, can anyone please advise what this is. --- ## [Create a list from recent activities that can be saved](https://integration.keap.com/t/create-a-list-from-recent-activities-that-can-be-saved/83737)
**Author:** [@Tim\_Ash](https://integration.keap.com/u/Tim_Ash)\ **Replies:** 0\ **Last updated:** [June 9, 2021, 11:50pm UTC](https://integration.keap.com/t/create-a-list-from-recent-activities-that-can-be-saved/83737 "2021-06-09T23:50:56Z")
need to be able to create a savable list that does not change via date from the recent activities [Next page](https://integration.keap.com/tag/reports/16.md?match_all_tags=true&page=1&tags%5B%5D=reports)