Intent Reports - Using Historical Data

Set up Intent Reports to use valuable historical data from 1st-party and 3rd-party sources.

Overview

Intent Reports, by default, start using collected 1st-party and 3rd-party data, such as website engagements or intent signals, as the date when they are created. You can however, set your Intent Reports to leverage any historical data that the platform has collected, prior to the setup of the intent report, to make use of valuable engagements or signals.

The Historical Data Recalculation feature enhances the value of N.Rich Intent Reports by allowing you to backfill reports with up to 12 weeks of historical engagement and intent data. This update enables more accurate reporting and progress tracking from the moment of report creation. This means you no longer have to wait for trend data to accumulate.

Getting Started

Prerequisites

• Available to all users with access to Intent Reports

• Intent report must be newly created (historical calculation is only offered at the time of report creation)

• 3rd party data is available up to 12 weeks in the past

Setup Instructions

1. Navigate to Intent Reports → Create New Report

2. During setup, in the last step, you will see a taggle titled "Historical Data"

3. Enable the toggle to activate Historical Data Calculation

4. Once saved, the report will be pre-filled with historical data.

Best Practices

• We recommend opting in to historical backfill when creating a report for trend analysis or quarterly reporting 

FAQs

Q1: How far back can I pull historical data?
Up to 12 weeks

Q2: What happens if I skip historical data at setup?
The report will begin tracking from the current week forward. Past data won’t be included.