Integrate Knowledge Base

Leads Report

After receiving leads, use a Leads Report for a quick view of lead data pertaining to one or more sources. A Leads Report provides details for each lead associated with the requested source such as status and disposition. It also provides all customer-requested data (first name, last name, email, address, etc.).

How To
The Leads Report can be generated from an individual source on the Source page (single source) or the Insights page (one or more sources).

Individual Source
In the top menu, click Campaigns(1) to access the Sources(2) page. Click the Short Id(3) or Alias(4) to open the Source.

Click Download Leads.(5)

In the Download Leads window, select the start date(6), end date(7), lead status(8), and file type(9) for export. Click Download(10). The report will include all leads meeting the criteria from that individual source.

Multiple Sources
In the top menu, click Insights(11). The Reports Overview(12) section lists all of your organization’s saved reports. To create a new report, click New Report (13).

Name the report(14) . Click Type(15) and select Lead(16). Click Create(17).

This opens the Reports page. Choose whether to automatically add sources to the report from Marketer(18) or Account(19), or Don’t automatically add sources(20). Choose whether to consolidate leads into one file(21). Choose to include accepted leads(22), rejected leads(23), or both.

Select the desired source(s).

After at least one source has been selected, you will be able to access the Fields page. On this page, you can select which fields will be exported in the report, add custom fields, and perform mapping.

Scheduling Reports
To schedule a report to be emailed on a recurring basis, click Schedules(24). Name the CSV file(25), customize the email subject(26), and create the message(27). Then click CREATE SCHEDULE(28). 

This opens the Create Scheduler modal.

Enter the recipient’s email address. If more than one recipient, separate email addresses with a comma.

Data Settings
Choose to include only current data (new data since the last report was sent) (30), or all cumulative data(31).

Select Interval: Weekly or Monthly

Weekly: To receive reports on the same day every week, select Runs > Daily(32). Choose an end date(33). Select one or more days of the week to run the reports(34). Select one or more run times(35). Upcoming Run Times(36) will appear at the bottom of the modal. Click CREATE & ATTACH(37) at the top of the modal to set the schedule.

*Note: All run times are in US-Arizona time zone (UTC -7, no DST)

Monthly: To receive reports on the same date(s) each month, select Runs > Monthly(38). Choose an end date(39). Select one or more months to run the reports(40). Select the days of the month(41). Select one or more run times(42). Upcoming Run Times(43) will appear at the bottom of the modal. Click CREATE & ATTACH(37) at the top of the modal to set the schedule.

*Note: All run times are in US-Arizona time zone (UTC -7, no DST)

Edit Scheduled Reports
The green button(45) indicates the report schedule is live. Click to toggle off. Click the pencil icon(45) to edit. Click x(46) to delete.

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