This article helps you:
Build an analysis around aggregated units of measure like accounts, charts, or order IDs
Understand how to look up accounts and users to set up account-level reporting
Use the account-level reporting feature when using certain Amplitude integrations, like Segment or Salesforce
In Amplitude, the default level of reporting is the individual user, meaning your charts and analyses will all be based on data drawn from individual users. In some cases, you may need reports built around an aggregated unit of measurement—say, accounts, order IDs, or charts.
The Amplitude Accounts add-on enables you to do exactly this, by giving you analytical capabilities at the group level.
A group is an object that a set of users might belong to—such as a company of customers, a team of users, or a playlist with listeners. Analyzing at the group level will help you understand how specific accounts interact with your product, instead of just seeing the individual users in those companies.
This feature is available to users on Plus, Growth, and Enterprise plans only.
Once you've set up groups, Amplitude will include them in a drop-down list in the Segmentation Module. From there, you'll be able to report at the group level instead of the individual user level.
An analysis using group-level reporting performs its counts by distinct user property groups. When might this be useful? Here are some potential use cases:
In a standard funnel analysis, the same person must complete all steps of the funnel to count as a conversion. With group-level reporting, different members of the group can complete different steps in the funnel, and Amplitude will still interpret that as a conversion.
This is useful for multi-sided marketplaces or B2B2C companies whose conversion processes involve multiple people. An example of this is a product that allows medical practices to bill patients for expenses. Their conversion funnel might include steps like “send invoice” and “send payment.” The former is completed by an admin, while the latter is completed by the patient. In situations like these, group-level reporting is the only way to accurately measure total invoice conversion.
Groups in Amplitude can be defined at either the event level or the user level. What's the difference?
A user's group type cannot be un-set, and must instead be overwritten.
All chart and report types in Amplitude support group-level reporting, with the exception of the Personas and Compass reports. To use a group you have instrumented in your chart, select the group you want to analyze your data by in the Users dropdown, located in the Segmentation Module.
For example, if you wanted to track the number of daily active organizations and group them by region, you can set up an Event Segmentation chart like this:
To create a group-level behavioral cohort, use the dropdown on the left to specify if you want to create a cohort out of one of your groups.
For example, we can create a behavioral cohort of companies who triggered the event Create customized report
, and apply that cohort to a Retention Analysis chart to see the differences in retention between companies that fired that event versus companies that did not.
You also have the option to import a cohort of groups from a file. The file must contain exactly one group name per line.
You can also use the Microscope feature 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, imagine you have an instant messaging application, and you want to increase the number of new user invites. To do so, create a funnel analysis with steps from 'Activate Account' to 'Invite New Contact':
Then use Microscope to view the groups in the last step's drop-off, or download the groups to understand why those groups drop off before inviting additional co-workers. You can also create a group-level cohort of those accounts, apply that cohort to other charts, or open Investigate Conversion Drivers to perform a detailed analysis.
Accounts allow you to drill into a single group’s behavior, similar to the User Activity section.
In this example, the group type is org id
, and the group value is 12345678
(listed under Group Name).
To access the Accounts tab:
Group property searches must follow the syntax of name = value
. They are restricted to groups that have been active in the last six months. Amplitude will search across all historical values held by the property, and not just most recent group property value. Use quotes for multi-word strings. Delimiters like commas or semi-colons should not be used. Spaces are optional.
Clicking on an account will take you to that account’s page, where you can view the account’s properties and activities.
Find the account’s most recent properties in the top panel. Set the account's properties with one of the following:
Use these properties to describe the account as whole (for example, 30 day active users
, account manager
, plan type
, or renewal date
)
If you're using the User Look-up to verify events and the properties set with them, they will not be visible in the Info view. You can find them by clicking Raw instead.
Group properties are simply properties at the account level. These properties will apply to all users who fall into that account.
You can turn your KPIs into dynamically-updating group properties. Add group properties such as “Last 7 Day Active Users” or “Monthly Active Users” to each account in your product. Dynamic group properties are created by Admin-level users via an Event Segmentation chart with the following steps:
Save a single time series Event Segmentation chart: Save a user-level chart with a single time series metric that you want to track.
Dynamic properties are not supported on frequency and property distribution metrics, or on custom formulas.
Determine time interval: Set the time interval you would like to update the group property on. For example, a rolling window of “last 7 day active users” will update every day, while “weekly active users” will update once every calendar week.
Dynamic properties are not supported on static time ranges.
Name group property: Choose your group type and name for the group property.
Editing the chart used to create the dynamic group property will not affect the property.
To learn how to create group properties using Amplitude's Salesforce integration, see Salesforce in Amplitude Sources.
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September 12th, 2024
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