The Advanced Reports widget enables you to view your leads on the Home Page in one or more lead report views.
Each report view displays your leads based on advanced filters that have been enabled for that view.
For example, a view can be used to display leads that were both created in the current month AND belong to a selected user group.
Another view can be set up to display leads that belong to a specific campaign AND were updated in the current week AND are saved in a selected status state.
The possibilities for filtering the leads are essentially limitless, and you can therefore use them to generate advanced reports that match your reporting needs perfectly.
The filter rules are managed via an easy-to-use editor which also provides the ability to set up scheduled reporting. The reports are sent to selected users by email on a pre-determined schedule.
Adding Advanced Reports to Your Home Page
To add the Advanced Reports widget to your Home Page open the CRM Administration and click on the Home Tabs option under Home Page:
Next, add a new Home Tab and call it Advanced Reports:
Once the tab is added, click Add/Remove Components on it:
Click Add New Component, find the Advanced Reports component, and add it to the tab:
The new component is now shown in the list of components for the Advanced Reports tab:
You can now view the Advanced Reports tab on your Home Page:
Adding a Report View
To add a new report view to the Advanced Reports tab click on the Filters button:
In the popup window that appears, enter the name of the new view, add your filter rules, and select the columns that will be shown in the report.
When you're done, click the Save View & Search button:
Note: You can add multiple filter rules and join them using the AND/OR operators:
Once the view is saved you can access it from the Saved View dropdown in the lead report:
Creating a Scheduled Report
To create a scheduled report from a specific view, click the Create Scheduled Report button, select the schedule options and the recipients, and click the Save button:
The system will now begin to send scheduled reports to selected users, based on the filter rules defined in the report view.
You can always edit or delete the scheduled report from the bottom of the view editor:
Using the Advanced Reports
The report views can be sorted in ascending or descending order by any column, and you can also change the order of the columns by dragging and dropping a column into a new position:
You can use the search box to find information in the current view.
Click on the gear icon next to search box to enable or disable the view columns on the fly:
To export a view simply click the Export button and select the CSV or XLS export option: