Creating a Report in LeadConduit

Alex Wolfe
Alex Wolfe
  • Updated
  1. Navigate to the “Reporting” menu item in LeadConduit.
  2. Select the ‘Create New Report’ button on the report menu in the upper-right corner of your screen.
  3. A new report is added to your list of existing reports and it is opened in “edit mode”.
  4. 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”.
  5. Each new flow has a default group of columns preselected.
  6. Add or remove columns, add filters and groupings as you like.
  7. Change the date range to be displayed using the menu at the upper-right.
  8. Select the ‘Run Report’ button to see updated statistics.
  9. If you’re satisfied with the data on the table after running your report, select ‘Save Changes’.
  10. You can re-edit the report at will.

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