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Reporting

Note: LeadConduit statistics reporting is currently in phase 1 of a major upgrade.

In this phase, you may choose from a powerful selection of standard reports. If you had previously created and saved shared reports, those legacy reports are available and shareable, but you may no longer make changes to them. In the second phase of this feature, this functionality will again be available. If you delete a legacy report, it cannot be recovered or recreated.

Accessing Reports

Statistical reporting (the counts of lead events and their outcomes over time) is accessed via the “Reports” tab:

What Reports Are Available?

The column on the left presents the list of standard reports followed by any legacy reports. Click on a report’s name to view it.

Choosing a Date Range

At the upper right, select the date range for the report from among the provided presets, or customize using the configurable options.

Time Zones

All dates and times use your computer’s time zone. If your computer’s clock is configured for one time zone but you want to generate a report based on a different time zone, temporarily set your computer clock to the desired time zone, refresh the Reports page, then reselect the report’s time limits.

Exporting a CSV File of a Report’s Table.

You can download a CSV text file of a report’s stats as-displayed by clicking the “Export CSV” button.

Note that Legacy reports are not exportable as CSVs, but are shareable. Display the legacy report in your browser, then copy its URL from your address bar and provide it to the sharee. Anyone with the URL can view a legacy report. You must be logged into LeadConduit to view standard reports.

Grouped Reports

For reports that are grouped by multiple indexes, i.e. “Source and Flow”, Expand or contract the subgroups by clicking on the right-carets.

You can “Invert” the group hierarchy display by clicking the “Invert Table” button.

Revert to the default grouping by clicking “Undo Invert”.

Note: Invert does not affect the structure of a CSV export of the report table. It only affects how the table is displayed in your browser.

Sorting

You can sort the report by any column and toggle between ascending or descending order by clicking on the column header. For grouped reports, column sort operates on the primary index. Sub-group items are not sorted.

Flow Links

Clicking on a flow name will take you to the flow’s main page.

Note that deleted flows are represented by the Flow ID strings (a lowercase alphanumeric string) rather than a “friendly name”. Clicking on the link for a deleted flow will result in an error.

Events Tab Links

Clicking on numeric table item will take you to the Events tab, preconfigured with a query matching the report parameters for the clicked item.

Data persistence vs Statistics Persistence

While LeadConduit stores statistical counts of events and outcomes indefinitely, the data itself is only available for a limited time. Events older than your account’s data retention period are therefore not included in the Events tab’s display. See your LeadConduit subscription’s settings for data retention information.

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