About
Advanced reporting for leads can be useful for users that need to gather and review lead-related data. These reports can have filters applied to capture specific information regarding leads.
In this Article
Fields and Filters
The Report Fields section displays fields that can be added to the report being viewed. These fields can be dragged and dropped to both the Report Filters and Parameters section and the report's Preview Grid. The fields displayed in this section are the same fields available when Add a Filter Row is clicked in the Report Filters and Parameters section.
Filters can be applied to reports either by using quick filters or by adding basic filters. When two or more filters are added to a report using both "and"/"or" boolean operators, it's important to understand how the filter logic will be applied to ensure that the report will display the necessary information.
Lead Report
The Lead Report can be used to review details regarding lead records. By default, the report displays the following information:
Columns
First Name
Last Name
Converted Opportunity Name
Date Converted
User Responsible
Scenario/Issue | Application/Resolution |
I want to see a list of leads assigned to myself. | Add the following filter: Filter By: Records by Owner Value: Just My Leads The report will display a list of leads assigned to the user. |
I want to see a list of leads that have been marked as converted. | Add the following filter: Filter By: Converted Operator: is checked The report will display a list of leads that have been marked as converted. |
Lead Activity Report
The Lead Activity Report can be used to review the activities leads have engaged in. By default, the report displays the following information:
Columns
Lead First Name
Lead Last Name
Activity Name
Activity Type
Filters
Records by Owner: All Leads
Filter Date Field: Date Created - Date Range to Filter: This Quarter - Start Date - End Date
Scenario/Issue | Application/Resolution |
I want to see how many leads have a status of Sent. | Add the following filter: Filter By: Status Operator: equal to Value: Sent The report will display all leads with a status of Sent. |
I want to see all leads with a score above 0. | Add the following filter: Filter By: Lead Rating Operator: greater than Value: 0 The report will display all leads with a score above 0. |
Lead Lifecycle Report
The Lead Lifecycle Report can be used to review a lead, the opportunity linked to the lead, and the project linked to that opportunity. By default, the report displays the following information:
Columns
Full Name
User Responsible
Lead Source
Converted Opportunity
Opportunity: Bid Amount
Opportunity: User Responsible
Project: Project Name
Project: User Responsible
Project: Date Started
Project: Completed Date
Scenario/Issue | Application/Resolution |
I want to see a list of all leads that have a source of Demo Request. | Add the following filters: Filter By: Lead Source Operator: equal to Value: Demo Request The report will display that have a source of Demo Request. |
I want to see all leads with an opportunity bid amount that exceeds 10,000. | Add the following filter: Filter By: Opportunity: Bid Amount Operator: greater than Value: 10,000 The report will display all leads with an opportunity bid amount that exceeds 10,000. |
Lead Stage Duration Report
The Lead Stage Duration Report is a specialized report that helps you understand how your Leads are progressing by tracking how long they spend in each pipeline stage. This report displays each Lead you've had in the past quarter, which stages they have been in, and how many days they spent in each stage.
You will also be able to review the Date and Time each stage started, Stage Name, and which user changed the stage. Pipeline Name will always appear as "Lead Status," though it will not be available as a filter option.
To view the report:
Go to Reports > Standard Reports > Lead Reports.
Select Lead Stage Duration Report.
By default, the Lead Stage Duration Report shows all Leads this quarter and is grouped by Full Name. You can modify the report template that's provided to create your own versions of the report. The Lead Standard Fields and Custom Fields have been incorporated to allow users to apply filters based on Lead fields in these reports.
When you're finished, click Save. Alternatively, you can run the report and then save.