Using built-in reports. Reading reports. Getting more reports.
The Reports page in LeadDesk lets you select from a range of predefined reports, or to create custom reports. This article discusses using the predefined reports.
Creating a report
In your Admin account:
- Go to the Reports page.
- Go to the Overview subpage.
- Click the Create report button.
The Create report page will open, allowing you to choose the report you want, and to select from a number of report options.
Report options
To define a report:
- Click the Report name drop-down list and choose the report you want to use.
- Depending on the report you select, a range of Main options will be available to configure the report. Use these to define things like which Offices or Contact lists you want to report on. Click the relevant drop-down lists to choose the options you want.
Some reports will also use Custom filters to further define exactly what data you want to see in your report.
Literal dates
The Time period can either be specified by typing a start and end date, or can be selected as a "literal" date range, for example Yesterday, This week, Previous month.
If you select a literal date date, you can reuse the report later, with the date range updating to keep current. If you do not use a literal date, the Save to shortcuts option will not be available.
Running the report
Once you are happy with your selections:
- Click the Run Report button to see the report.
Alternatively, you can:
- Save this report for future reuse. Click the Save to shortcuts link to make this report, with the selected options, available in the Report shortcuts page.
- Export this report to file. Click the Export report button to select to save the output of this report as either a CSV or XLS file.
Interpreting the report
Each report has its own set of results, with different columns to highlight different aspects of the performance of your environment. you can find a summary of most of the popular reports, and the information they show, on the support pages.
Check out Report values explained.
How to get more reports
As well as the selection of reports available in LeadDesk by default, there are a library of other reports available from the LeadApp store. Many of these reports are free to use.
- Go to the LeadApp store.
- Search for "report".
- When you find a report that you would like to try, click the Activate button.
- Type your Admin username and password.
- Click the Activate button.
If you can't find the exact report you want to use, you can of course create a custom report.