LeadSquared Reports

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.

Note: LeadSquared SIERA is our next-gen reporting tool, with advanced analytics and the ability to create custom reports on the go. To learn more, see SIERA Feature Guide.

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?

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