SIERA Report Builder

1. Feature Overview

The SIERA report builder allows admins to create customized reports using existing data (such as leads, activities, etc.) in their accounts, and determine which users should have access to them.

2. How it Works

In this article, we will demonstrate how to create SIERA reports using 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.

While your account provides nine default templates if Opportunities is enabled (or seven templates if it’s not enabled), if your use case does not fit within these templates’ scope, you can request a custom template to be created by contacting your account manager or emailing support@leadsquared.com.

Here’s a list of terms that used in this article –

• Data Source Name – Refers to the LeadSquared entity stored in the template (e.g., leads, activities, etc.).
• Data Scope – Represents the data related to the selected entities stored within the template. For example, the Opportunity Data Source contains data from all opportunities in your account, including data from associated leads.
• Fields Present – Indicates the LeadSquared fields available within the template.
• Primary User Type – If the template includes multiple LeadSquared entities, this option allows you to filter the data by selecting a specific user. For instance, if you choose an Activities template, you can filter the data by Activity Owner, Activity Created By user, or Lead/Opportunity Owner. Currently, you can only select one user type per template. To facilitate report generation for different user types, templates are created for each data source, accommodating multiple user types.

3. Data Sources

These reports can be built using the following data sources –

• Lead Data Source – The lead data present across all the system and custom lead fields (across dropdown, CFS, text, date and number type fields) in your account is available in this data source. Examples of the types of reports you can build using this data source are Lead Stage Analysis reports, Lead Source Analysis reports, etc.

• Opportunity Data Source – All the opportunity data present in your account, along with the corresponding lead data (including system and custom fields), is available and pre-joined in this data source. Examples of the types of reports you can build using this data source are Opportunity Performance reports, etc. The Primary User Type filter lets you filter this data by either the Opportunity Owners or by the Lead Owners.

In a single report, you can view the data for all the opportunity types present in your account, or for just a single opportunity you’ve selected.

• Activity Data Source – All the activity data present in your account, along with the corresponding lead data (including system and custom fields) and/or opportunity data, is available and pre-joined in this data source. Examples of the types of reports you can build using this data source are “list of leads on which the payment activity is posted”, etc. The Primary User Type filter lets you filter this data by either the Activity Created by or by the Lead/Opportunity Owners.

You can view the data for all the activities in your account, or for a single activity type in your account. For e.g., you can create a report on all the activities posted in the last one week, or a report to identify the Meeting activities posted on your leads.

• Task Data Source – All the task data present in your account, along with the corresponding lead data (including system and custom fields) and/or opportunity data, is available and pre-joined in this data source. Examples of the types of reports you can build using this data source are “number of Meetings completed by the Task Owner in the last month”, etc. The Primary User Type filter lets you filter this data by either the Task Created by or by the Lead/Opportunity Owners.

• Phone Call Data Source – All the Inbound and Outbound Phone Call Activity data present in your account, along with the corresponding lead data (including system and custom fields) and/or opportunity data, is available and pre-joined in this data source. This includes all the phone calls placed through your LeadSquared account. The Primary User Type filter lets you filter this data by the Activity Created By user.

• Revenue Data Source – All the Sales Activity data present in your account, along with the corresponding lead data (including system and custom fields) and/or opportunity data, is available and pre-joined in this data source. This includes all the phone calls placed through your LeadSquared account. The Primary User Type filter lets you filter this data by the Sales Owner.

4. Build a Report Using a Template

We’ll use the below example to illustrate how to create a report using an existing template in your account –

Use Case – To view connected calls and the number of unique leads dialled per agent.

To generate this report, we’ll need to determine the –

• Data Scope – As this report focuses on phone call data, we will utilize the Phone Call Activity data source template. The default Data Scope in this template is the Activity Data Source and Phone Call Activity. Since there is a specific Phone Call Activity report available, we can utilize this Data Source.
• Primary User Type – Since we want to identify the calls made by each agent, the relevant user type is Activity Created By.

To create the report –

1. On the SIERA homepage, click Create Report, and from the options listed under Data Source, choose a relevant template, and click Next.
   • To solve our use case, we’ll be selecting Phone Calls (with Activity Creator).
2. Alongside Create a new report, enter the following report details, and click Save –
   • Name – A display name for the report.
   • Description – Add a description for the report.
3. Under the Data tab, configure the Rows, Columns and Values that you want to display in the report.
   • Under Row Grouping, click the + Fields button to access all LeadSquared fields related to the Data Source associated with the template. Here, select the fields you want to display in the report rows. For e.g., if the Data Source is the Activity Data Source, it will contain Lead Fields (and Opportunity fields if enabled on the account), Standard Activity Fields, and System User Fields. By default, the Activity Creator field is selected, and we will keep it unchanged.
   • Similarly, under Column Grouping, the + Fields button displays all LeadSquared fields corresponding to the Data Source associated with the template. Here, we’re selecting the  Created On activity field.
   • Under Values, the + Fields button displays all LeadSquared number fields part of the Data Source that’s associated with the report.
4. Under the Filters tab, configure the filters you want to display on the report. Each template comes with a default filter, which you CANNOT remove. In addition to this, to add other filters, click + Filters.
   • Once a filter is added, you can rename the filter by clicking .
5. Under Charts, from the list of options available (bar, column, pie, etc.) you can choose how you want to visually represent your report. We’re selecting a pie chart here.
6. Once you’ve configured the report, click Preview to check if the report looks as expected. Once you’re satisfied, click Save.

Additionally, Admins can create their own expressions that can be used to easily retrieve and manipulate data on any report. Learn more about SIERA’s Expression Builder.

Any Questions?

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