Reporting: Leads
Welcome to Leads Reports in Flows by Enreach.
Here you can create and view reports for all your Lead activities, check Lead movement through LifeCycle statuses, and see how well Lead Sources are performing.
Read through the article, or click a link below to get started.
In this article:
LifeCycle Report
To access Leads Reports, expand the side menu and click Reporting.
Under Leads there are three options for viewing reports: LifeCycle, Lead Source, and Transaction.
LifeCycle
LifeCycleLifeCycle Reports will allow you to generate detailed reports of how many Leads have moved through LifeCycles over a given period of time.
In the navigation page, begin building your report with the filters:
- Filter: LifeCycle: Filter the Report by LifeCycle status.
- Filter: Exclude Stoplists: Filter the Report by excluding Stoplists. Select one or more to be excluded.
- Date: Use the date picker to choose either a custom or preconfigured date range for your LifeCycle Report.
Click Apply to apply the filters and view the LifeCycle Report.
Your LifeCycle Report will automatically generate.
In the first part of the Report you will see Movement over time - a bar chart containing all of the LifeCycle Statuses from the LifeCycle chosen in the Report filters.
Columns are colour coded according to the legend in the right. Hover your cursor over a bar to see how many Leads are in each LifeCycle status for that period of time.
Further down in your LifeCycle Report you can view bar charts of each separate LifeCycle Status within the LifeCycle, and their activity over time.
Lead Source Report
Lead Source Reports will allow you to generate reports on how your various Lead Sources are performing, and how many Leads are being requested, accepted, and rejected.
In the navigation page, begin building your report with the filters:
- Group 1: Choose a category, or Group, to be included in the Details Report chart.
- Group 2: Choose a second category to be included.
- Filter: Sources: Expand the drop-down menu and select the Lead Source(s) you want to generate a Report for.
- Date: Use the date picker to choose either a custom or preconfigured date range for your Lead Source Report.
Click Apply to apply the filters and view the Lead Source Report.
Your Lead Source Report will automatically generate.
In the first part of the Report, view numerical and statistical data for all Requests in your chosen period of time, and a line graph of the Development over time. Hover your cursor over a marker to see the Lead Source development for that period of time.
To edit the graph, click on the categories to the right to remove them from the view.
Under Details, view a detailed breakdown for Group 1 and Group 2 you included in the Lead Source Report.
Click each heading, or Expand/collapse all to expand a list of the data in numerical and percentage form.
Click Option to expand a list of options when working with the Lead Source Report.
Click Show log to view to view a detailed log of all Leads received, including the Lead CsID, the Result, and and Lead Origin.
Click Export to export the Lead Source Report as a .csv file to your desktop.
Transaction Report
Transaction Reports will allow you to generate Reports on any Transactions in Flows by Enreach.
Please note that you must have already created Transaction Types to use Transaction Reports.
In the navigation page, begin building your report with the filters:
- Filter: Saved filters: If you have saved any Transaction Reports as a filter, select it from the drop-down menu.
- Filter: Type: Filter the Report by Transaction Type.
- Group 1: Choose a category, or Group, to be included in the Details Report chart.
- Group 2: Choose a second category to be included.
- Group 3: Choose a third category to be included.
- Date: Use the date picker to choose either a custom or preconfigured date range for your Transaction Report.
Click Apply to apply the filters and view the Transaction Report.
Your Transaction Report will automatically generate.
In the first part of the Report, view a numerical and statistical breakdown of how your Transactions have performed in the selected time period, including how many have occurred, the average amount, and the total amount.
Underneath you can view a graph of your Transactions development over time. Hover you cursor over the graph points to see the statistics of a certain date.
To edit the graph, click on the categories to the right to remove them from the view.
Under Details, view a detailed breakdown for Group 1 and Group 2 you included in the Transaction Report.
Click each Group, or Expand/collapse all to expand a list of the data in numerical and percentage form.
Click Option to expand a list of options when working with the Transaction Report.
Click Saved Filters to save the Transaction Report as a saved filter. Enter a name and click Save.
Click Export to export the Transaction Report as a .csv file to your desktop.