How? Daily generated leads report | Community
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A
Anonymous
June 13, 2013
Solved

How? Daily generated leads report

  • June 13, 2013
  • 3 replies
  • 1411 views
I need to supply my sales organization with a daily report by email.

This report should include a row for every lead (created yesterday).
And these columns: Email Address, Company Name, Business Unit, and so on.
I can't seem to make it work in Lead Database, Analytics, or Revenue Explorer.

My only outcome would be able to subscribe to a smart list (which is an existing idea on the Community, which many of us like).

How hard can it be? Can anyone help?
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Best answer by
Diederik, the only way to have a list of leads with columns for field data is a smart list, but there is no way to schedule it.  I know you commented on the Idea about this (Subscribe to Smart Lists) and it should be out this year based on what I'm hearing, but it is way over due!

3 replies

A
Anonymous
June 13, 2013
Do you use SFDC? I like making those reports in SFDC (lead reports) and then I can schedule them to go out at a specific time.
A
Anonymous
Accepted solution
June 13, 2013
Diederik, the only way to have a list of leads with columns for field data is a smart list, but there is no way to schedule it.  I know you commented on the Idea about this (Subscribe to Smart Lists) and it should be out this year based on what I'm hearing, but it is way over due!
A
Anonymous
June 14, 2013
@Kim I do use SFDC, but we decided to only promote Marketing Qualified Leads to Salesforce from now on. In order to give everyone a comfortable feeling with this change we want to present the report.
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