The Reports option allows you to export various reports describing the status, progress, dispositions and several information about different leads of a campaign. The table below describes the various report that you can download:
Title | Description |
| Export All | Export .csv file which list all the leads in the campaign with their respective lead ID |
Status | Export .csv file that lists the leads in the campaign and sorts the leads based on their status: Open, In Progress or Closed Column includes Status |
In Progress | Export .csv file which lists the leads that are in progress and will provide information on the callback type (public or private), callback rep, and also the scheduled callback time Column includes Callback Type, Callback Rep and Callback Scheduled |
Event | Export .csv file which lists all the leads in the campaign with the last 3 calls/dispositions set Column includes Disposition At, Disposition, Disposition By and Note |
Appointments | Export .csv file which lists all the leads in the campaign along with the last 10 calls/dispositions set. Column includes Disposition At, Disposition, Disposition By and Note |
Today | Export .csv file which lists all the leads that have been action today displaying the last 10 calls/dispositions set. Column includes Disposition At, Disposition, Disposition By and Note |
Yesterday | Export .csv file which lists all the leads that have been action yesterday displaying the last 10 calls/dispositions set Column includes Disposition At, Disposition, Disposition By and Note |
To download a report, follow the steps given below:
1. Navigate to CAMPAIGNS > LIST CAMPAIGNS.
The CAMPAIGNS page will be displayed.
2. Click (
) in the row of the campaign of which you wish to export.
A drop-down list will be displayed.
3. Click the required report type.
The selected report will be exported and saved in the default downloads folder of your system.