Account Setup

Getting started

Install DataThat from your CRM App Marketplace and connect the business account whose contact activity you want to report on.

1
Install the app

Open the App Marketplace in your CRM, search for Advanced Reporting by DataThat, select the business account, and click Install.

2
Authorize access

Approve the requested read access for contacts and tags. DataThat uses this information for reporting and does not edit your source CRM contacts, tags, or custom fields.

3
Create your DataThat login

Open the embedded DataThat app, select the Account tab, enter the email address and password you want to use for DataThat, and save the account.

4
Sign in to DataThat

Use the same email address and password to sign in at DataThat.com. Your dashboard will begin displaying synced reporting data as contact activity is received.

Data Sync

How tag date and time tracking works

DataThat continually processes synced contact updates, including tags and custom field values. When a tag is added or removed after DataThat is connected, that activity is recorded in the contact's synced DataThat history.

Important initial-sync limitation

The source CRM does not provide the original date and time for tags that already exist when DataThat is first connected. Those existing tags are therefore recorded with the date and time of the initial DataThat sync. Tags added or removed after connection are recorded as those updates are received.

Custom fields become available for reporting after they appear on synced contact data. You may change a custom field's display label inside DataThat without changing its original CRM field ID.

Website Navigation

Add DataThat pages to your website

After uploading the DataThat public pages to your website root, add links to them in your main navigation or footer so visitors can find documentation, support, and legal information.

1
Upload the page files

Place docs.php, support.php, privacy.php, and terms.php in the same website directory as your main home page.

2
Confirm shared assets

These pages use the same assets, images, and favicon.png paths as the main website. Keep those folders in their existing locations.

3
Add navigation links

Link Documentation to docs.php, Support to support.php, Privacy Policy to privacy.php, and Terms of Service to terms.php.

4
Test each page

Open every link on desktop and mobile. Confirm the logo, styles, menu, support form, and footer links load correctly over HTTPS.

Charts

Create a widget

Widgets turn tag and custom field activity into reusable charts that can be viewed individually or added to reports.

1
Open Widgets

From the DataThat dashboard, open Widgets and select Add New Widget.

2
Choose a chart type

Select a bar, stacked bar, pie, doughnut, line, area, radar, polar, or comparison chart. Comparison chart types allow a second data set.

3
Name and style the widget

Enter a clear widget name and select the colors that will represent the data series.

4
Define tag criteria

Choose whether to include or exclude selected tags. Set the reporting period to All Time, Specific Day, or Date Range. When using multiple criteria, select AND when every condition must match or OR when any condition may match.

5
Add custom field criteria when needed

Select a custom field, choose Include or Exclude, and enter the value the synced contact data should match.

6
Save and review

Select Save Widget, then use View Chart Widget to confirm the chart shows the expected data. Saved widgets become available in the Report Builder.

Contact Data

Create a list

Lists provide a table-based view of contacts and tag activity that match your selected reporting rules.

1
Open Data Lists

From the DataThat dashboard, open Data Lists and select Add New List.

2
Configure list settings

Enter a list name and choose the display colors used for the list.

3
Select list data

Include or exclude the tags you want to evaluate. Each tag group can use All Time, a Specific Day, or a Date Range.

4
Refine with additional groups

Add more tag groups when the list requires multiple conditions. Use custom field criteria to include or exclude contacts based on a synced field value.

5
Save and view the list

Select Save List, then View List. Confirm the displayed tag, date applied, and contact information match the criteria you selected.

Report Builder

Create a report

Reports combine saved chart widgets, data lists, branding, and written content into a structured reporting page.

1
Create the report

Open Reports, select Add New Report, enter the report name, and configure its settings.

2
Add widgets and lists

In the Widgets & Lists tab, select the saved items you want to include. Each selected item is added to the report workspace.

3
Add content items

Use the Content Items tab to add a title, paragraph, logo, divider, spacer, or page break. Page breaks control printed and exported report pages.

4
Arrange the layout

Drag items into the desired order. Set the width and height for each block so charts, lists, and content fit the report layout.

5
Preview and save

Select Preview Changes to review the current layout. Save from the preview or select Save Report, then use View Report to open the finished report.

Recommended workflow

Build and verify widgets and lists before assembling the report. A report displays the saved criteria from those items, making later updates easier to manage.

Included With Paid Plans or Available Standalone

Google Search Console and Google Analytics dashboard

All paid DataThat advanced reporting plans include access to the Google Search Console and Google Analytics report dashboard. Connect supported Google properties to review search visibility, website traffic, user behavior, and other website performance metrics alongside your DataThat reporting.

SEO & Analytics reporting can also be purchased as a standalone feature. It is ideal for agencies that want to create and send professionally styled, white-labeled reports using Google Search Console and Google Analytics data without connecting a CRM reporting account.