Reports

In the Reports section, you can view an overview of important information, run reports, and view your saved and scheduled reports. To navigate to the Reports section, click on Reports in the left side menu. 

The Reports section is broken down into four sections: 

• Dashboard: view important overview information quickly
• Reports: find your desired report and run it
• Saved: view saved and scheduled leads reports
• Data Integration: add a data integration, which can then be used for report schedules

Dashboard

By default, the Reports section shows the Dashboard tab. The dashboard provides you with important overview information, like your average leads in each status and average costs and fees. 

Click on any piece of information to view additional details. For instance, clicking “Leads” will show you a graph of leads over the year. 

Reports

Click the Reports tab to view a list of report types available for you to run. The report types are organized by category. Click on the category on the side to scroll down to those report types. Click on a report type to run the report. Learn more about running reports. 

Click on the star icon next to a report to add it to the “My Favorites” category, which appears at the top of the report types list.

Saved

View a list of all saved and scheduled reports that have been shared with your Lead Docket instance.

Scheduled reports have their next scheduled run date listed. Filter the list by report type or by schedule type (all, none, email, or data sync).

Report Options

Click on the report name to open the report. For additional options, click on the report’s vertical ellipsis menu. Here, you have the following options:

• Edit Info: edit the report’s name
• Export: download the report as an .csv or Excel file
• Duplicate: make a copy of the report, which you can then edit as desired
• Add/Disable Schedule: set up or remove a report’s schedule
• Edit Schedule: if a schedule is already set up, edit the schedule
• Delete: delete the report, making it no longer available for future use, including any report schedules

Data Integration

Before setting up a schedule for data syncing a report, you must add the integration here. 

Click + Add Integration. You have the option for either an AWS integration or an Azure Blob Storage integration.

For AWS/S3 Buckets, you will be asked for the names, keys, and region. For Azure Blob Storage, you will be asked for the names and connection string.

Fill out the requested fields and click Create. You will then be able to schedule the report to send to the chosen integration.