Reporting 101 - Digging into your customer datasets

Vitally provides you with immediate access to any customer segment + any customer dataset.

Navigating & Filtering

Vitally's UI is quite powerful, providing you with immediate access to any segment of accounts + any set of customer data belonging to those accounts. The datasets Vitally provides access to are available in the top left of the UI, which include:

  • HQ - Analysis of your historical SaaS KPIs (e.g. revenue, churn, NPS, etc)

  • Accounts - A list of your current (or churned) accounts

  • Users - A list of your current (or churned) users

  • Conversations - Current active + pending conversations

  • Indicators - A list of current active & past ended indicators

  • Notes - A list of notes taken in Vitally, from most to least recent

  • Tasks - A list of current & past completed tasks

  • NPS - A list of NPS responses, either submitted using Vitally's NPS add-on or tracked via Zapier

Below the list of datasets (in the bottom left) are a collection of filters and facets. As you modify the options, whichever Data View is displayed will auto-limit its data based on your filters.

For example, if you select Subscribed customers, add a custom filter for MRR is greater than $200, and then view NPS responses, responses are only displayed for users at customers who pay you more than $200 a month!

If you navigate to other Data Views, your filters are auto-applied.

Since filters are auto-applied as you navigate Data Views in Vitally, it can be somewhat easy to accidentally have one applied, which may limit the data displayed to just a subset. If you think the data displayed isn't fully representative of the data you expect, be sure to check if a filter is currently applied 😉


Columns are the individual data points available to you for your accounts. There are dozens, and often hundreds, of columns, and every column can be viewed, sorted, reordered, and filtered on. Columns include:

To add, remove, or reorder columns, simply click the Columns icon in the top right.

Sorting accounts You can order displayed accounts by any column simply by clicking on that column's header in the accounts list.

Aggregating segment counts by MRR

At the top of the list of filters and facets is a switch. By default, it will have the symbol # in it. If you click it, it will show the symbol $ instead, and your facet counts will change to aggregate by MRR rather than by number of accounts 🤑