A Source Report will provide a high-level overview of any source that is associated with your account, regardless of its status. One or more sources can be queried to provide a time-bound snapshot of a source’s details, including total leads that are accepted/rejected, CPL, over delivery, postout count and more. Source Reports are exported as a .csv file.
The Analytics tab found at the top of the Integrate App’s page allows you to view all saved reports associated with your organization, as well as create new reports.
To create a Source Report, follow these simple steps:
- Click ‘Create Report’ in the upper right corner of the Analytics page.
This will bring you to a report builder page, where you can select the ‘Source Report’ radio button, and then choose the desired criteria (source statuses).
- From here, select the source(s) that should be pulled.
- While a one-time report can be generated, you also have the ability to create a regularly scheduled report by establishing a schedule (which will be delivered via email).