LeadManager: Custom Reports: Report On When a Status Change Occurs

How to Create This Report:

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

2. Under Reporting, click Custom Reports.

3. In the upper left hand corner of the first window, click the Create New Report button.

4. From the Base Data dropdown field, select Lead Logs.

5. In the Report Title field, type a title for this report.

6. Click the Step 2 button in the upper right hand corner of the report menu.
7. Bring the following fields from the left (Available Columns) to the right (Columns in Report):

   • Log Type

   • Log Result

   • Log Date

   • Id

   • Lead Source

   • Status

You can add more fields to this report.

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

9. Add the following filters to this report:

• Log Type is system log Status Change

• 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 Valuefield}

• Log Result is status {Select a status}

10. Click Save & Run in the upper right hand corner of the report menu.

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

• Log Type - The system log of the status change occurring

• Log Result - What status the lead went into

• Log Date - The date the status change occurred

• Id - Lead ID of the Velocify Record

• Lead Source - Current Marketing Lead Source from Velocify

• Status - Current Status of the lead record