LeadManager: Custom Reports: Report On Leads Assigned To A Deleted User


  • How to report on leads assigned to a deleted user




  • LeadManager – Advanced Edition Only





This report will allow Administrators to report on all of the leads that are assigned to a deleted user


How to create this report:


  1. Access the Menu page by clicking on your name in the upper right of the header.



    Under Reporting, click on Custom Reports



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




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




  1. Proceed to Step 2 by clicking on the Step 2 button in the upper right hand corner of the report menu. 
  2. 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): 
    • Id
    • Lead Source
    • Status
    • User




  1. Proceed to Step 3 by clicking on Step 3 in the upper right hand corner of the report menu.
  2. Now you will add the following filters to this report: 
  • User   Is Status -1



  1. Select Save & Run in the upper right hand corner of the Reporting Menu. 
  2. This is how your report will display and here is the definition for each columns results.




  • Id – Lead ID of the record
  • Lead Source – The lead source of the lead record
  • Status – The status of the lead prior to deletion
  • User – The deleted user


NOTE: The most efficient way of assigning leads is through the batch process feature


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