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LeadManager: Custom Reports: Report On When A Lead Is Manually Assigned

TOPICS COVERED IN THIS ARTICLE:

  • How to Create a Report Showing When A Lead Is Manually Assigned

 

 

ENVIRONMENT:

  • LeadManager – Advanced Edition Only

 

 

STEP BY STEP INSTRUCTIONS:

 

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

 

 

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

 

 

 

Under Reporting, click on Custom Reports

 

 

 

1. In the upper left hand corner of the next window click on the Create New Report

 

 deleted_user_report1.jpg

 

   2. Select Lead Logs form the Base Data dropdown. 

       

       In the box just below put a title for this report you will create. 

 

 leads_manually_assigned.jpg

 

 

  1. Click 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): 
    • Log Type
    • Log Actor
    • Log Date
    • Log Result
    • Id

 

 

 leads_manually_assigned2.jpg

 

  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: 
  • 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}

 

leads_manually_assigned3.jpg

 

  1. Select Save & Run in the upper right hand corner of the Reporting Menu.
  2. The report will display the following fields:  
  • 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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