The Advanced Reports widget on the Home Page lets you view leads in one or more lead views. 

A lead view displays leads filtered based on the criteria you defined for that view.

Here is a screenshot of the available lead filters:

 

 

The lead views help you to manage your leads more efficiently as you don't have to re-enter the search filters every time you need to see a specific group of leads. 

 

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 endless, enabling you to easily generate reports that match your reporting needs. 

 

The Advanced Reports widget also allow you to create scheduled reports that 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 Home Dashboard Customization page from the administration menu (Home Page > Home Tabs):

 

 

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:

 

 

View Sharing (Beta)

The advanced reports are initially visible only to the person that created them. New functionality has been added to share a View with other users. To try this, contact Support and request SHARED_ADVANCED_REPORTS to be enabled.

To share your advanced report with other users, groups, or user classes, click the Share View button on a saved view:

 

 

A popup window now appears where you can select the users, groups, or user classes, and save your changes:

 

 

When a view is shared with a user, they will receive a popup notification as shown in the below example: 

 

 

Views shared with viewer access are shown with a viewer icon in the view list:

 

 

Views with edit access are shown with the edit icon:

 

 

 

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: