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- Reporting
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Reporting
Reporting
- Reporting How to use Reporting: ready-made reports, building your own with breakdowns, numbers, filters and charts, comparing periods, seeing the leads behind any number, idle leads, reporting across accounts and groups, and savi…
- Reporting Guide Some questions cannot be answered from what a CRM normally keeps. A lead only stores its current status, so you cannot tell when it moved; a form only knows the leads it produced, not how many people looked at it. Along…
- Reporting Guide Accounts Groups Access Reports normally cover the account you are signed in to. If your organization has several accounts (for example one per office or brand), Reporting can cover any number of them at once and compare them side by side.
- Reporting Guide Breakdown Guide A breakdown decides how the rows of a report are grouped. Break leads down by Lead source and you get one row per source; break them down by Month and you get one row per month. A report can have no breakdown (just the…
- Reporting Guide Charts Sorting Step 5 of the builder decides how the report is drawn. Next to the breakdowns, Sort and size decides the order of the rows and how many to show, and Options holds a few switches that change what is counted.
- Reporting Guide Data Source The first choice in Customize this report is What to report on. It decides what kind of record the report counts, and so which breakdowns, numbers and dates are available. Changing it resets the breakdowns and numbers t…
- Reporting Guide Date Range, Dates By Every report covers a period of time. Three controls under the report name decide which records fall in it: Date range, Dates by and Compare to. This article explains each one in detail.
- Reporting Guide Exporting Reports The Export button at the top of every report downloads it, saves its chart, prints it, or copies its table.
- Reporting Guide Filters Step 4 of the builder, Only include, limits a report to the records you care about: one source, a few statuses, leads assigned to certain people, tasks of one type, and so on. There are two kinds of rule: filters, which…
- Reporting Guide Forms Campaigns Marketing Since Reporting started, Open Leads counts every time one of your hosted forms is viewed, so you can see how many visitors turn into leads.
- Reporting Guide Idle Leads Leads that nobody follows up on are leads you lose. The Lead follow-up reports find them: open leads that no one has touched for a number of days you choose, who they belong to, where they sit in your pipeline, and how…
- Reporting Guide Leads Behind a Number Every underlined number in a report can be clicked to see exactly which leads make it up. It turns a report into a work list: click the idle leads for one salesperson, the leads from one source that were lost, or the le…
- Reporting Guide Numbers Explained Step 3 of the builder, Show these numbers, picks what the report counts for each row. Click a number to add it and click it again to remove it. Numbers appear in the table in the order you pick them, and the first one i…
- Reporting Guide Pipeline Movement and History A normal leads report shows your pipeline as it is right now. Two newer data sources show how it got there: Pipeline movement counts every change of status, and Pipeline over time shows how the pipeline stood on past da…
- Reporting Guide Reading Results Below the builder, every report shows the same three parts: summary cards, a chart and a table. This article explains what each shows and the notes you may see around them.
- Reporting Guide Saving Reports Any report, from the library or built from scratch, can be saved. Saved reports appear under My reports at the top of the sidebar.
- Reporting Guide Schedule Report Emails A schedule emails a saved report automatically, every day, week or month, so people get the numbers without logging in.
- Reporting Guide Sharing Reports Share a report so other people can open it from their own My reports list, without building it themselves. Only saved reports can be shared.
- Reporting Guide Speed to Lead The faster a new lead hears from you, the more likely it is to become a customer. Speed to lead measures, for every new lead, how long it waited for its first contact, and how many were never contacted at all.
- Reporting Guide Task Reports Tasks reports show whether the follow-ups your team sets are getting done, and on time.
- Reporting Guide Team Activity Two data sources show what your team does: Team activity counts the work done on leads, and Team usage counts how people use Open Leads itself.
- Reporting Guide Troubleshooting Trouble Shooting Reports
- Reporting Library The report library is the list of ready-made reports on the left of the Reporting page. Each one is a finished report you can open with one click, and also a starting point: change anything in it, then save it as your o…
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