LeadSquared Reports

Important: 

  • This article presents the legacy view of the Reports homepage. We’ve released a revamped version of report management with new features and capabilities; for more information, read Report Management.
  • We’ve also released a more advanced reporting framework called LeadSquared SIERA, with advanced analytics and the ability to create custom reports on the go. To learn more, see SIERA Feature Guide.

1. Feature Overview

You can use the LeadSquared Reports feature to analyze your marketing and sales business processes. It helps you track and manage the activities performed by the lead and your users, across all LeadSquared features. The reports available to you depend on your user role and the permissions enabled by your Administrator.

LeadSquared Reports

 

2. Reports

  • Navigate to Reports>Reports Home.
    • To view a report, click on a category and select the Report you need. Enter the specifications and click Show. Alternatively, you can also use the search bar to find a report.
    • To add a report to your Favourites, alongside the report name, click LeadSquared - Add to favourites.
  • To view your Favourite Reports, navigate to Reports>My Favourite Reports.

LeadSquared - Report - view and add to favourites

 

3. Save Reports & Schedule Delivery

You can save or bookmark a report and schedule its delivery at a later time –

  1. Navigate to Reports>Reports Home and select the required report.
  2. On the top right side of your window, click LeadSquared - Bookmark report.
  3. Enter the name of the bookmark and click Save.
  4. To view your saved reports, click .
  5. To schedule your report’s delivery, click .
  6. Enter the relevant details and click Create Schedule.

LeadSquared - Schedule Reports

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Was this Helpful?

Subscribe
Notify of
guest
4 Comments
Newest
Oldest Most Voted
Inline Feedbacks
View all comments
Varun
Varun
6 months ago

How can i schedule a report to another email id on Leadsquared Application?

Zaid Assadi
Admin
Reply to  Varun
5 months ago

Hi, Varun. At present, this isn’t possible.

elakkiya S
elakkiya S
11 months ago

How to create one custom report. Not dashboard

Sri Sudhan
Admin
Reply to  elakkiya S
11 months ago

Hi, Elakkiya. You can embed your custom report in a LeadSquared Dashboard. Alternatively, you can use LeadSquared’s new-age reporting tool SIERA to build custom reports.