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A
Anonymous
September 4, 2015
Question

Automate report of form completes

  • September 4, 2015
  • 1 reply
  • 2187 views

Hi,

I would like to set up a weekly report to go to a stakeholder containing:

- all entries from a completed form

- I would like all attributes from that form to appear in the form (preferably as column headings)

Is this possible?

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1 reply

A
AlokRa4
Level 10
September 4, 2015

We don't have a standard report to automate this, but a way around could be to use a smart list for filled out form in past week, and set the default view in leads tab to the fields you want.

Josh_Hill13
Josh_Hill13
Level 10
September 4, 2015

If smart list subscriptions come out, you could automate this too. But not quite yet.

An alternative is to use RCE Lead Analysis report for this.

Also, why exactly does this person need such a report? You should focus on nurturing the records to MQL and beyond, not worrying which form they filled out this week.

Dan_Stevens_
Dan_Stevens_
Level 10
September 4, 2015

We had a similar request this past week: our global Insurance industry leader wants a monthly report of all contact-us inquires.  Reason being, he has little to no insight into these since these are initially routed to Marketing (synced to CRM) and assigned to a Sales BDE to follow-up (Marketing will only route these to Sales if there is a clear indication that an opportunity might exist - otherwise, they get recycled back to Marketing (or disqualified).  RCE works great for this use-case - and you can setup subscriptions for these just like other MLM reports.

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