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Reporting

Your flow's reporting tab allows you to create public-facing reports you can share with lead sources. These reports live at unique URLs and will stay up-to-date in real time: no logins, no exporting.

Reports can be created individually using the “New Report” button or in a batch using the “New Batch of Reports” button.

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To create a report, navigate to the reports tab on your flow's homepage. Fill out the relevant information you want for the report. For example, here's how you would create a report of all failed leads for a particular source:

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The reporting tab gives you the information you requested, as well as filtering features like the ability to adjust the timeframe you'd like to include in your report.

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The Failure Details section has three columns.

  • Reason: What the server response body says about why your lead failed.
  • Failures: The total number of failures for a particular reason.
  • Percentage of Failures: The percentage of failures each reason represents in the context of all failed leads.

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The Lead Details section provides you with information for each individual lead:

  • Date and Time
  • LeadConduit ID
  • Outcome
  • Reason

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If you'd like to make changes to an already created report, you can edit your report from the 'Reports' main menu. Also, if you’ve shared a report in error, or no longer want your contact to be able to view a report, you can change the URL at any time.

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