LeadManager: Custom Reports: Report On When a Lead Is Exported to .CSV File

TOPICS COVERED IN THIS ARTICLE

LeadManager (Advanced Edition Only)

This report will allow Administrators to report on all of the leads that were exported to .CSV files.

How to Create This Report:

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

Under Reporting, click Custom Reports.

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

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

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

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:

You can add more fields to this report.

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

Now you will add the following filters to this report:

Log Type is system log Export
Log Note contains CSV
Log Date less than or equal to {Select Add Template button on the right with no date chosen for the Value field}
Log Date greater than or equal to {Select Add Template button on the right with no date chosen for the Value field.}

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.