Reports

Overview

Within this section in CRM, you will be able to run reports to review statistics surrounding when leads were created in the system.  There are two reports provided that you can utilize.

The Summary Report provides lead assignment information in aggregate.  The data shows the number of total leads by date created.

The Detail Report provides lead assignment information at a detailed level.  The data shows the number of total leads, organized by contact group and staff member, based on date created.


* Above is a screenshot of the Summary Report Filters.


Running a Report


1. Click "Reports" from the menu at the top.

2. Click on the "Summary Report" or "Detail Report" link.

3. Enter a Start Date and End Date.

4. Select the appropriate criteria for which you would like to run a report on.

5. Click the "Show Report" button below.


* Above is a screenshot of the Summary Report Results.

Add Feedback