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LeadSquared Reports

The Reports feature of LeadSquared provides powerful analytics around marketing and sales to help you fine tune your business processes using various reports.

To access Reports:>

You will find different sections of reports. Click on them to find the reports.

Note: The reports available to you from the Reports Home window depends on the type of user you are.

Administrative Reports

Company Based Reports

company based reports

Customer Analysis

Customer Analysis

Email

Emails

Lead Insights

Lead Insights

Lead Stage Analysis

Lead Stage Analysis

Sales and Revenue Report

Sales Group-Wise Analysis

Task Analysis

task analysis

Telephony and SMS

telephony and SMS

User Activity Reports

User Activity Reports

Website and Landing Page Reports

Add Reports as your Favourite

This feature allows you to quickly access your frequently used reports. To do this:

  • From the Reports Home window, go to any required report.
  • Under Actions, click Add to Favourites.

adding to favourites

You can view the reports added to the favourites from My Favourite Reports. To do this:

favourite reports window

Manage Saved Reports

This feature allows you to save the required report into the My Report Bookmarks area and allows you to schedule the report. To do this:

  • From the Reports Home window, select the required report.

sample report

  • Apply the required filter settings, run the report and click .
  • Give a suitable name for the bookmark in the Name your bookmark pop-up box and click Save.

bookmark popup

You can schedule the report by the following methods:

  • From the same report window, click saved reports icon . The My Report Bookmarks window appears.

Or

  • Go to Reports -> My Saved Reports. The My Report Bookmarks window appears.

saved reports window

  • Click Schedule schedule button to schedule the delivery of the report. Enter the required details and click Create Schedule.