How To Create And Schedule Reports

In this guide we will go over how to create and schedule automated lead reports for your client. First we will click on Reports in the left navigation.

Then click Create Report.

Now we will choose Start From a Template. You can also select the Choose an Existing Report option if you have already set this up for another client.

Here we can select whether we want this report to pull from the All Calls, or the All Leads areas. The All Calls will show every call that has come through to your client. However, the All Leads is a more refined section which will only contain form submissions and qualified calls (calls that have been added as leads).

For this example we will choose to pull from the All Leads.

Next you will select the company you want these leads to be pulling in from. If you client has multiple companies associated with them, then you can select to pull from multiple companies.

Now we can choose which type of leads you want to show on the report. You will most likely only have form submissions and phone calls to display.

Now we can edit how the report looks. If you want this report to be branded to your agency, then click this edit button.

You can upload your companies logo here.

Change the title of the report.

And enter in the rest of your company information.

You can also choose a different cover photo from our library of options.

Select the cover photo you want.

Then scroll down to edit the colors.

Here we can set how far back the report will display leads from.

The report will show a ton of information including but not limited too qualified leads, total calls, total forms

Answered vs missed calls, calls per day

They will even get a list of all the calls and be able to play the recordings.

Once we have everything configured how we want it, we can save it.

Now that the report is saved, we then need to setup the scheduling. Open up the Reports tab in the left navigation and click All.