LeadManager: Custom Reports: Report On When an Email Template is Sent

TOPICS COVERED IN THIS ARTICLE

  • How To Report On When Users Logged Into Your Database

ENVIRONMENT

LeadManager (Advanced Edition Only)

STEP BY STEP INSTRUCTIONS:

This report will allow Administrators to report on all users who have logged into their database for a period of time.

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.

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

  1. Using the Base Data drop-down, select Login Logs.

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

  1. 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 Id

  • Log Date

  • IP Address

  • User

You can add more fields to this report.

  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:

  • 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}

This is how your filters should display when you are done creating this report.

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

  • Log Id – Is the Id number we assign to this user’s login

  • Log Date - The date the user logged into Velocify

  • IP Address – Is the IP Address the user logged into Velocify with

  • User – The user who logged into your database