Exporting Reports
- Lakshmi Vasanth (Unlicensed)
- Steeve Martin
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 By/For, and also the scheduled callback time Column includes Callback Type, Callback Schedule At, Callback By and Callback For |
Event | Export .csv file which lists all the leads in the campaign with call count and the last 3 calls/dispositions set Column includes Call Count, 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 Call Count, 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 Call Count, 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 Call Count, 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.