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:>

LeadSquared 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.

LeadSquared Reports

Administrative Reports

LeadSquared Reports

Company Based Reports

LeadSquared Reports

Customer Analysis

LeadSquared Reports

Email

LeadSquared Reports

Lead Insights

LeadSquared Reports

Lead Stage Analysis

LeadSquared Reports

Sales and Revenue Report

LeadSquared Reports

Sales Group-Wise Analysis

LeadSquared Reports

Task Analysis

LeadSquared Reports

Telephony and SMS

LeadSquared Reports

User Activity Reports

LeadSquared Reports

Website and Landing Page Reports

LeadSquared 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.

LeadSquared Reports

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

LeadSquared Reports

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.

LeadSquared Reports

  • 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.

LeadSquared Reports

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.

LeadSquared Reports

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

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