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Get to know Custom Flows reporting

Learn how to read the Report and Customer path in Custom Flows, and how to manage your flows list.

Written by Erico Azevedo

Every Custom Flow has its own reporting tools, right inside the flow editor. Open any flow and use the Report and Customer path buttons in the top toolbar to see how it's performing and how individual customers moved through it.


Report

Click Report in the top toolbar to see how your flow is performing over a chosen date range. Use Show more to expand the report.

Use the channel tabs — Overview, Email, SMS, WhatsApp, Popup, and more available in an overflow menu — to switch what the report shows.

For the selected scope, you'll see:

  • Total revenue

  • Total orders

  • Total conversion rate

Below these totals, a "What makes up the results" breakdown explains how they're calculated:

  • Sales attributed to the message — orders directly linked to that message or channel through edrone's attribution rules. These are always counted.

  • Sales after sending only (24h) — purchases made within 24 hours of delivery with no recorded interaction. You can toggle this on or off to include or exclude it from the totals.

Further down, a per-channel breakdown (with Revenue, Orders, and Sent tabs) shows the revenue and share (%) for each channel — Email, SMS, WhatsApp, and so on — along with a short channel result summary for each one.

The Report also includes delivery metrics and pre-send rejections, so you can see how many messages were actually delivered and how many were rejected before sending.

Customer path

Click Customer path in the top toolbar to look up a specific customer and see how they moved through this flow — which branches and steps they went through.


Manage your flows list

Outside the editor, the main Custom Flows page lists every flow you've created, so you have easy access to all of them in one place. From this list, you can also:

  • Go straight into any flow — click Open.

  • Check its details and run history — click Details.

  • Duplicate an existing flow.

  • Deactivate a flow, copy its configuration, or delete it — click the three dots on the right.

To see only your active flows, click Hide inactive.


Need more help?

If you have any further questions about Custom Flows reporting, please do not hesitate to contact us at hello@edrone.me

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