- Navigate to the “Reporting” menu item in LeadConduit.
- Select the ‘Create New Report’ button on the report menu in the upper-right corner of your screen.
- A new report is added to your list of existing reports and it is opened in “edit mode”.
- Your new report is named ‘New Report - yyyy-mm-dd’ by default. You can change this y clicking the “pencil” icon next to “Editing Report”.
- Each new flow has a default group of columns preselected.
- Add or remove columns, add filters and groupings as you like.
- Change the date range to be displayed using the menu at the upper-right.
- Select the ‘Run Report’ button to see updated statistics.
- If you’re satisfied with the data on the table after running your report, select ‘Save Changes’.
- You can re-edit the report at will.
Creating a Report in LeadConduit
Alex Wolfe
- Updated
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