LeadManager: Custom Reports: Report On Leads Assigned to a Deleted User

TOPICS COVERED IN THIS ARTICLE

How to report on leads assigned to a deleted user

ENVIRONMENT

LeadManager (Advanced Edition Only)

STEP BY STEP INSTRUCTIONS:

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 your name in the upper right of the header.

  1. Under Reporting, click Custom Reports.

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

  1. Select Leads from the Base Data drop-down. Then enter a title for the report you will create.

  1. Proceed to Step 2 by clicking 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. (You can add more fields to this report as needed.):

    • Id

    • Campaign

    • Status

    • User

  1. Proceed to Step 3 by clicking 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. Click Save & Run in the upper right hand corner of the reporting menu.

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

  • Id – Lead ID of the record

  • Campaign – The campaign of the lead record

  • Status – The status of the lead prior to deletion

  • User – The deleted user

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