SIERA Feature Guide

1. Feature Overview

Sales Intelligence and Efficiency through Reports and Analytics (SIERA) is LeadSquared’s new-gen self-service reporting tool. Through SIERA, you can track leads, opportunities, organization revenue, user performance, and more. Additionally, SIERA helps you –

• Customize reports and apply relevant filters to display crucial data
• Make informed decisions using real-time analytics and actionable insights
• Design reports that trickle down your organization hierarchy to track user-level progress
• Configure appropriate reports for your users
• Improve business performance by analyzing large data volumes
• Sort and filter vast data volumes
• Create pivot tables
• Create custom expressions that can be used to retrieve and manipulate data on any report easily.

2. Getting Started

2.1 View SIERA Reports

To view the default SIERA reports screen, navigate to Reports>SIERA.

2.2 Quick Edit

With SIERA’s Quick Edit feature, you can change the basic parameters of an existing report, such as –

• Add filters to the report
• Add groupings and values to a report
• Visualize the data through different charts

Once you modify a report, you can save it as a new copy or overwrite the existing report.

2.3 SIERA Report Actions

2.3.1 Sort Data

The visual below displays how to re-order and sort data on a table.

2.3.2 Drill Down

Open any SIERA report, and click on any entry within the report. This will securely drill down to the lead, opportunity, activity, or task level. The data you see in the drill-down will be dependent on the permissions provided to you.

2.3.3 Quick Export

To enhance your experience while using SIERA, you can perform the Quick Export action to export all the data that’s present on the current report page you’re on. You can export this page as a CSV file and as an Excel file. This export happens instantaneously, without any reliance on the Export History tab. You can Quick Export the summary as well as the drill-down reports.

2.3.4 Export
To enhance your experience while using SIERA, you can perform the Export action to export all the rows across the entire report. You can export this page as a CSV file. Once you’ve performed the Export action, the report is queued as a link on the Export History tab. Once the file is rendered, you can download the report.

2.3.5 Click Actions

On the SIERA report, use the right-click action on your mouse to perform the following actions –

• Copy – Copies the selected content, along with the column headers (#Leads in the example below) and group headers (“Customer”, “Disqualified”, etc. in the example below) of the selected content.
• CSV Export – Exports the selected content as a CSV file. The export file includes the column and group headers.
• Excel Export – Exports the selected content as an Excel file. The export file includes the column and group headers.

3. Report Management

LeadSquared’s Report Management is aimed at helping admins configure appropriate reports for their users. Through Report Profiles,  you can manage report and dashboard access for your users and be able to design the report listing page for all your users.

4. SIERA Report Builder

Besides the existing system reports, you can use the SIERA Report Builder to build your custom SIERA reports through predefined templates. These templates include pre-joined data from various LeadSquared entities such as leads, activities, opportunities, tasks, and phone call activities.

To build your own reports, it is essential to determine which predefined template aligns with your specific use case. For example, if your goal is to track the number of Payment activities posted on all the leads within the past month, you will need to utilize a template that contains the Activity Data Source, where the Data Scope is set to Payment activities (Read this article for more information on Data Sources).

4.1 SIERA Expression Builder

SIERA’s Expression Builder tool lets Admins create their own expressions that can be used to easily retrieve and manipulate data on any report. To learn how you can write your own expressions, you can go through the following articles –

• Writing Expressions using SIERA Expression Builder.
• SIERA Expression Builder – Syntax.

5. SIERA Dashboard Builder

The SIERA Dashboard Builder enables admins to create custom dashboards. Once a dashboard is created, any SIERA report can be added as a widget. You can apply custom filters to individual widgets or use a single filter across multiple widgets.

6. Schedule SIERA Reports

Schedule the delivery of your SIERA report to your LeadSquared email address. Admins can schedule reports for themselves or other users, while non-admin users can schedule reports for themselves.

7. Troubleshooting

If SIERA reports are not loading or working as expected, or are loading but are flickering and not stable, it may be due to a time mismatch issue –

If the time on the system accessing the reports is ahead or behind the actual timezone (used in SIERA) by 15 minutes or more, reports may not load correctly. Change the time on your system to the correct timezone (e.g., IST, ET, etc.) and then reload the reports. If this doesn’t fix the issue, reach out to us at support@leadsquared.com.

Any Questions?

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