Shared Reports - Internal How-Tos and Example Reports

Shared Reports: Internal How-Tos and Example Reports

Overview

Shared reports allows our users to share any report in their account with the click of a button. If you can create a report for it, you can share it - with anyone. And by anyone - we mean it. You don’t have to have a LeadConduit account to view a shared report. All you need is the unique URL for that report. Think about how Submission Docs works. No need to log in to see them. The same is true with shared reports.

If our users need to stop sharing the report, they can do that too. Perhaps instead of no longer sharing the report, they simply want to revoke access to it. They can do this by changing the URL.

**Creating a shared URL for a report**

Create a shared report by clicking on the vertical ellipsis next to the relevant report. Choose Generate Shared URL from the dropdown menu. Choosing this option automatically opens the shared report in another window. Copy/paste the URL in this window and share with whomever you like.

When to choose this option
Shared reports makes it possible for individuals who do not have a login to your LeadConduit to see the reports in your account. This is helpful when you are trying to deliver information to colleagues within your organization and partners with whom you work. Since no login is required, you just need to generate the shared URL and copy/paste and email/text it to the individuals you want to give access.

**Stop sharing a report**

To stop sharing a report, click the vertical ellipsis of the relevant report. Choose the Stop Sharing Report option. The report will no longer be accessible by anyone other than users who have access to the LeadConduit account.

When to choose this option
Stop sharing a report when you want to restrict access to individuals who have a login to your LeadConduit account. When you stop sharing, the shared URL no longer exists and is therefore not accessible by anyone. However, the report will still be accessible in the reports tab of your LeadConduit account by individuals who can login and see it.

**Change shared URL**

What if you don’t want to stop sharing the report with everyone? Maybe you just want to revoke access for an old employee or partner. In that case, you’d simply change the shared URL by selecting the Change Shared URL option from the dropdown. You’ll need to copy/paste the new shared url and share with colleagues/partners as they will not be able to access the old URL.

When to choose this option
Choose this option when you still want the report to be accessible by individuals who do not have the ability to login to your LeadConduit account. Note: When you change the URL, you’ll need to copy/paste and share the new URL with anyone you want to have access.

**Example Reports**

Partner Reports for our Lead Buyer Clients
These reports are helpful for buyers who want to share a report with one of their lead partners. Some of the ways this report is helpful for our clients:

• Helps clear up invoicing discrepancies at the end of the month
• Shows sources how well their leads are performing
• Shows sources the reasons why leads were rejected
• Gives sources an idea of how many more leads they can send to this buyer for the rest of the month

How to set it up:

• Name: The name of the vendor
• Columns:
  • Source Submitted
  • Source Success
  • Source Error
  • Source Failure
• Filter
  • Source is equal to [Source Name for partner]
• Groupings
  • Source
  • Reason

Partner Reports for our Lead Seller Clients
This report is similar to the one above. Instead of filtering for a particular source, you’ll filter by recipient. This report can be useful for settling disputes over how much money the buyer owes the seller and troubleshooting problems that are causing leads to error like the ‘Server error’ issue displayed below.

How to set it up:

• Columns:
  • Recipient Submitted
  • Recipient Success
  • Recipient Error
  • Recipient Failure
• Filter
  • Recipient is equal to [Source Name for partner]
• Groupings
  • Recipient
  • Reason

Financial Reports
Financial reports include columns like cost, revenue, profit, and cost per conversion. These reports can prove helpful when settling invoice disputes and when reporting on lead campaigns to colleagues who don’t have access to LeadConduit.

Broker
The report pictured below is most likely one that a lead broker would create to share internally. It shows both the purchase and sale price of these leads along with the resulting profit.

How to set it up:

• Name: Profit by Source
• Columns:
  • Source Submitted
  • Source Success
  • Source Failure
  • Cost
  • Revenue
  • Profit
• Filter
  • None
• Groupings
  • Recipient
  • State in this example, but could be anything of particular interest to the client

Buyer
A lead buyer report would focus on the cost and cost per conversion. Caveat: Cost per conversion stats will only show up if a client is submitting lead feedback into her account.

How to set it up:

• Columns:
  • Source Submitted
  • Source Success
  • Source Failure
  • Cost
  • Cost Per Conversion
• Filter
  • None
• Groupings
  • Source
  • Campaign ID in this example, but could be anything of particular interest to the client

Seller
A pure lead generator wouldn’t be buying leads, so they are interested in revenue, profit, and which source is performing the best.

How to set it up:

• Columns:
  • Source Submitted
  • Source Success
  • Source Failure
  • Revenue
  • Profit
• Filter
  • None
• Groupings
  • Source
  • Campaign ID in this example, but could be anything of particular interest to the client