---
title: "Boxly Training Track 1 - Session 4: Reporting"
description: "Wed, 09 Sep 2026 | Get Fit for Boxly - Track 1: Admins & Owners"
url: https://help.boxly.ai/en/articles/10182819-boxly-training-track-1-session-4-reporting
collection: "GET FIT FOR BOXLY | Boxly Training Track 1: Admins & owners"
updated: 2026-09-29
language: en
---

# Boxly Training Track 1 - Session 4: Reporting

Wed, 09 Sep 2026 | Get Fit for Boxly - Track 1: Admins & Owners

## GET FIT FOR BOXLY

**Boxly Training Track 1:** Admins & owners  
**Session 4:** Reporting

Welcome to Session 4 of our 5-part training series designed to get you fit for Boxly! This tailor-made admin and owner track helps you optimise your workspace, fine-tune your settings, and supercharge your data attribution.

### What this ‘Training Track’ series will cover

Session 1 - [Plugged In: Every Channel, One Inbox](https://help.boxly.ai/en/articles/10182805-boxly-training-track-1-session-1-plugged-in-every-channel-one-inbox.md)  
Session 2 - [Powered Up: Settings & Power Moves](https://help.boxly.ai/en/articles/10182815-boxly-training-track-1-session-2-settings-and-power-moves.md)  
Session 3 - [Boxes, Stages, & Automations](https://help.boxly.ai/en/articles/10182818-boxly-training-track-1-session-3-boxes-stages-and-automations.md)  
**Session 4 - Reporting: The Numbers Don't Lie** (you’re here)  
Session 5 - [Marketing: Market Like a Pro](https://help.boxly.ai/en/articles/10182820-boxly-training-track-1-session-5-marketing.md)

## Watch the Replay | Session 4: Reporting

* * *

### Session Overview

Session 4 moves beyond basic navigation into high-value reporting. We break down Boxly’s snapshot reports and performance metrics so you can quickly see what’s driving revenue, which ad channels are performing, and where your team is converting best, all in plain English, with no complex jargon.

### Key Topics

-   **Snapshot reporting:** Daily, weekly, & monthly reports, no logging into Boxly needed
    
-   How **many** leads have come in & **where** did they come from?
    
-   How have my leads **converted**?
    
-   What's my return on **Ad Spend** & are my paid ads actually **converting**?
    
-   We'll go through each report and what they mean, and how they can **benefit** you!
    

## Useful Links

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Boxly Power User Guide: Reporting & Insights

[Check out the video guides](https://help.boxly.ai/en/articles/10182809-boxly-power-user-guide-reporting-and-insights.md)

Milestone report and conversion cards

[Check out the article](https://help.boxly.ai/en/articles/10182704-leads-by-milestone-report.md)[

Boxly Training Track 2: Team & General Usage Recording

28th Aug 2026 | New Boxly Training Webinar Replay

](https://help.boxly.ai/en/articles/10182694-boxly-training-track-2-team-and-general-usage-recording.md)

**Boxly is here to help you work smarter, not harder.**  
Let’s keep streamlining your lead management together!

> Contact us at [support@boxly.ai](mailto:support@boxly.ai) if you need any assistance!