Leads Report

In Reporting > Reports, click Leads Report. 

Create a Leads Report

On the first page, you’ll select the fields that you’d like to add as columns on the report. On the second page, you’ll select fields and filters to filter the report data.

Then, you’ll run the report. On this page, you’ll have options to download, save, and schedule the report. 

Columns

In the first page of the leads report, you can choose the fields that you’d like to include as columns in the report. By default, the following four columns will appear on the report: 

• Lead ID
• First Name
• Last Name
• Created Date

Report columns appear in the Selected Fields list on the right side of the page. Available columns appear in the list at the center of the page.

Add Columns

To add a field as a column on the report, search for the field using the search bar and “Data Type” and “Case Type” filters. 

Note: If a field is included in multiple case types, its case type will be listed as “multiple,” but it will still be included in the filter for any case type it’s added to.

Find the field you’d like to add, and click the plus icon to add it to the Selected Fields list on the right. 

Reorder and Remove Columns

To reorder the report columns (from left to right), click the lines icon of the field in the Selected Fields list and drag it to the desired order. 

To remove a column from the report, click the “x” on that field in the Selected Fields list. 

Once you’ve added the columns to your satisfaction, click Next to go to the Filters page.

Filters

On the Filters page, choose the field data you’d like to filter the report by. First, search for the field. Then, select the filters for that field. 

For example, you can filter for leads that were assigned in the current month. Search for and select the Assigned Date field. Then, in the field’s filter options, select This Month. You can also create a custom date range. 

By default, the report is filtered by intake date. You can change the options for the intake date’s date range, but this filter cannot be removed. 

To remove other filters, click the “x” on the right for that filter. 

When you’ve set up the filters to your satisfaction, click Run to run the report and go to the next page.

Run

On the third page of the leads report, you can view the report’s output. 

On this page, you also have the option to take further actions on the report: download it, save it, or set up a schedule. 

Report Options

On the third page of the leads report, you have options to download, save, and schedule the report. 

Download

To download, click Download and choose whether you’d like to download the report as a .csv file or an Excel file. 

Save

To save the report, click Save. In the Save Report module, enter the report’s name, and select Make visible to others to make the report accessible to anyone in your Lead Docket instance. 

Once a report is saved, it appears in the Saved tab of Lead Docket reports. A report must first be saved before it can be scheduled. 

Schedule

To schedule a report, make sure you’ve first saved it. Then, click Schedule. In the schedule module, you can choose to schedule the report either through email or through a Data Sync. 

Email

To schedule a report through email, select the desired cadence: daily, weekly, monthly, or quarterly. Then, choose the day (for instance, every Monday, or every second Saturday of the month) and the exact time. The time zone for the report schedule is the same as the time zone selected for your organization.

Next, add or adjust the recipients of the report. By default, your email is included, but you can remove yourself and add others as desired. 

Click Set Schedule. You can disable or edit the report’s schedule in the Saved tab of Reports.

Data Sync

To schedule a report through a data sync, you must first set up a data integration in the Data Integration tab of Reports. Once a data integration is set up, you can schedule a saved report to be delivered to the data connector.