Leads> Leads > New Filter
1. Navigate to Leads > Leads > New Filter
2. From the Leads screen, next to the Report button, where you see “Default Report,” change the drop-down to [Create custom report]. Now select the Report button. This will show you the Custom Report screen.
(Note: Custom reports can also be generated from Inbound Call Tracking. If you are in Inbound Call Tracking select [Default Report], select [Create custom report], finally click Report.)
3. In the Custom Reports screen, you will see all of the fields available for the report on the right side. Select the fields that you would like to see in your report. You can select one field or multiple fields by clicking and dragging, or clicking and then use your shift or control keys. To move fields to the “Selected Field” side of this screen select the < button. If you use the << button this will move all fields to “Selected Fields”. You can use the up and down arrows to move the fields up and down. Note: the field on the top of the list will show on the left-most side of your custom report.
4. Now select Save Report.
5. In the Report Name text field enter the report name.
6. In the Report Description field enter the report description.
7. Next select Save New Report. The system will tell you the report was saved.
8. Next select Back to Leads. This will return you back to the ELM Lead screen from which you can select your new report.
9. Before you select your new report, you can filter the list by any of the criteria that you see on the list. For example, you will probably want to change the Date Type, the Start/End Dates and the Lead Status, depending on the data you are looking for.
10. Under the report drop-down select your new report name and then select Get Data.
11. Next select Report, and then Open or Save. This will open up your report in Excel. From there you have all of the capabilities that Excel offers to fine-tune your report.
Deleting custom reports:
- Navigate to Leads > Leads > New Filter
- From the Leads screen, next to the Report button, where you see “Default Report,” change the drop-down to [Create custom report]. Now select the Report button.
- In the Custom Reports page, select the drop down next to Select a Report to load the report you would like to delete.
- The Remove Report option will now be available to select. Please select the button to delete the report. NOTE: Once the button is selected you will no longer be able to have this report and it cannot be brought back, instead you would have to build the report again.