LeadManager: Custom Reports: Report On When an Action is Taken on a Lead

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. Using the Base Data drop-down, select Lead Logs.

5. In the Report Title box add a title for this report.

6. Proceed to Step 2 by clicking the Step 2 button in the upper right hand corner of the report menu.

For this step you will want to bring over the following fields from the left to the right:

• Log Type

• Log Actor

• Log Date

• Id

• Campaign

• Status

You can add more fields to this report.

7. Proceed to Step 3 by clicking Step 3 in the upper right hand corner of the report menu.

8. 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}

9. 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 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

• Campaign - Current Marketing Campaign from Velocify

• Status - Current Status of the lead record