This article will explain what account-level reporting is and how to set up account-level reporting for your organization in Amplitude.
Table of Contents
- Account-Level Reporting in Charts
- Account-Level Reporting in Behavioral Cohorts
- Microscope: View & Download Groups
Note: This feature is only available to our Enterprise customers.
Amplitude allows you to instrument groups, which will allow you to do account-level reporting in the Amplitude platform. Account-level reporting performs a count by distinct on a distinct user property group, allowing you to process data by group instead of by individual user. This is useful if your users can belong to distinct groups, such as each user belong to a certain organization if you are a B2B company using Amplitude. For example, if you group your users under a company name, then you can use the right module in the chart control panel to analyze how many distinct companies were active or performed a certain event:
This would allow you to perform analysis on not only your individual users but also the different groups your users are a part of. You can use account-level reporting in most Amplitude chart types as well as create group-level cohorts.
To use account-level reporting, you will have to set up this feature in your instrumentation. See the sections below for how to set it up depending on how you are sending data to Amplitude. Once you have instrumented groups, you will see another dropdown appear in the right module of the chart control panel for certain charts. You will then be able to perform account-level reporting and designate whether you want to see events performed by users or groups.
You can set up account-level reporting in our SDKs by following these specific instructions depending on which SDK you are using:
If you are sending data to us server-side, you will have to use the
groups key in your event object. Please see the HTTP API documentation for more information on how to instrument groups via our HTTP API.
If you are sending us data via Segment, please see their documentation here on how to send group data to Amplitude.
Account-Level Reporting in Charts
All chart and report types in Amplitude support account-level reporting with the exception of the Personas and Compass reports. To use the group you have instrumented in your chart, select the group you want to analyze your data by in the "Users" dropdown in the right module of the chart control panel. For example, if you wanted to track the number of daily active companies in your B2B product, you can set up an Event Segmentation chart like this:
Another example of performing account-level reporting could be to create a User Composition chart but this time focusing on the composition of a user property for groups. For example, the following chart would show you the composition by country of all the companies that use your product:
Account-Level Reporting in Behavioral Cohorts
To create a group-level Behavioral Cohort after you have instrumented account-level reporting in Amplitude, use the dropdown in the left to designate if you want to create a cohort out of one of your groups.
For example, we can create a Behavioral Cohort of companies who fired the event 'Create customized report' and apply that group-level cohort to a Retention Analysis chart to see the retention of companies who fired that event versions companies that didn't:
The following chart shows us that companies who create customized reports have higher retention than companies that do not, which suggests that this might be an important event to focus on for company retention.
Microscope: Download & View Groups
You can also use our Microscope feature's various functionalities with account-level reporting. This is useful if you are performing an account-level analysis and want to dig deeper into a single data point or bucket. For example, let's say you are building a subscription conversion funnel for the companies that use your product:
You can then use Microscope to view the groups that are in the last step's drop-off or download the groups to understand why those particular companies dropped off and never purchased a subscription. You can also create a group-level cohort of those companies as well and apply them to other charts to perform other analyses.