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
- All Reports: find your desired report and run it
- Saved: view all saved reports
- Scheduled: view all scheduled reports
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.
All Reports
Click the All 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.
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 reports saved and shared with your Lead Docket instance, including the name of the report, the type, and the user who shared the report.
Click on a report in this list to navigate to the report criteria, where you can adjust any criteria and then choose to run the report or to update the saved report.
Scheduled
In the Scheduled tab you can view reports scheduled to be emailed either to you or to other recipients. In this tab, there are two sections: Active and Disabled. The Active section lists all reports currently being sent, and the disabled section lists reports that were formerly scheduled, but are not actively being sent.
In the active section, you can click Add New to create a new scheduled report. Learn more in the Scheduled Reports article.
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