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Custom Reports: Report on When a Lead is Manually Assigned

This report will allow Administrators to report on all of the leads that were manually assigned to a user in their database.

How to create this report:

1. Go to Menu > Reporting > Custom Reports

2. In the upper left hand corner of the first window click on the Create New Report button. 

 

3. For the first step change the top portion called Base Data to Lead Logs. In the box just below put a title for this report you will create. 

 

4. Proceed to Step 2 by clicking on the Step 2 button in the upper right hand corner of the report menu. 

5. For this step you will want to bring over the following fields from the left to the right (Note: You can add more fields to this report): 

- Log Type

- Log Actor

- Log Date

- Log Result

- Id

 

6. Proceed to Step 3 by clicking on Step 3 in the upper right hand corner of the report menu.

7. Now you will add the following filters to this report: 

-  Log Type      Is System Log       Assignment

-  Log Date      Greater than or equal to      {Select Add Template button on the right with no date chosen for Value field}

-  Log Date      Less than or Equal to     {Select Add Template button on the right with no date chosen for Value field}

 

 

8. Select Save & Run in the upper right hand corner of the Reporting Menu. 

9. This is how your report will display and here is the definition for each columns results.

Log Type – Is the system log of the manual assignment

Log Actor - Which user assigned the lead

Log Date - The date the assignment took place

Log Result – The user who was assigned the lead

Id - Lead ID of the Velocify record

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