LeadManager: Custom Reports: Report On When An Action Is Taken On A Lead

TOPICS COVERED IN THIS ARTICLE:

• How To Report On When An Action Is Taken On A Lead

 

 

ENVIRONMENT:

• LeadManager – Advanced Edition Only

 

 

STEP BY STEP INSTRUCTIONS:

 

This report will allow you to track when an action is taken on a lead record in LeadManager.

 

First, 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 first window click on the Create New Report

 

 

 

    2. 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. 

 

 

 

3. Click on the Step 2 button in the upper right hand corner of the report  menu.

 

4. 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
• Id
• Lead Source
• Status

 

 

 

5. Click on Step 3 in the upper right hand corner of the report menu.

 

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

• Log Type    Equal to       {Select action you want to report on}
• 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}

 

 

 

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

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

 

 

• Log Type - The action being taken
• Log Actor -Which user took the action
• Log Date - The date the action was taken
• Id - Lead ID of the Velocify Record
• Lead Source - Current Lead Source 
• Status - Current Status of the lead record

 

You may also find this Article Helpful:

How to Report When a Status Change Occurs