Data views and standard log reports for leads
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Go to Reports.
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Select General Reports from the Report Category dropdown.
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Select Leads in the Report Sub-Category dropdown.
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Select the appropriate report in the Standard Reports tab.
Alternatively, go to Leads and select the reports icon (
) in the Active Leads row of the Leads Stats section.
) in the Active Leads row of the Leads Stats section.Primary data views
- vw_LeadInfo
- vw_LeadInfoSimple
- vw_LeadClassifications
- vw_LeadDirectory
- vw_LeadStagesAll
- vw_LeadStagesLast
Optional data views
- vw_CompanyInfo
- vw_CompanyInfoSimple
- vw_ContactInfo
Standard log reports for leads
| Report name | Filter parameters |
|---|---|
| Active Leads Grouped by Bid Contact | BidContactId, BidFromDate, BidToDate |
| Active Leads Grouped by Bid Contact and Last Stage | BidContactId, BidFromDate, BidToDate |
| Active Leads Grouped by Classification Type | ClassificationType, ClassificationTypeOptionId, BidFromDate, BidToDate |
| Active Leads Grouped by Classification Type and Last Stage | ClassificationType, ClassificationTypeOptionId, BidFromDate, BidToDate |
| Active Leads Grouped by Last Stage | BidFromDate, BidToDate |
| Active Leads Grouped by Last Stage and Classification Type | ClassificationType, ClassificationTypeOptionId, BidFromDate, BidToDate |
| Active Leads Grouped by Last Stage with Full Address Info | BidFromDate, BidToDate |
| Active Leads Grouped by PM Contact | PMContactId, BidFromDate, BidToDate |
| Active Leads Grouped by PM Contact and Last Stage | PMContactId, BidFromDate, BidToDate |
| Active Leads Grouped by Salesperson | SalesContactId, BidFromDate, BidToDate |
| Active Leads Grouped by Salesperson and Last Stage | SalesContactId, BidFromDate, BidToDate |
| InActive Leads Grouped by Last Stage with Full Address Info | BidFromDate, BidToDate |