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A
Anonymous
June 10, 2016
Question

I need a report with all leads data - this must be easy right?

  • June 10, 2016
  • 1 reply
  • 1295 views

I have created this report, but I need to add additional fields to the RHS, basically, I need a report:

1) who signed up today

2) all the data they entered into a specific form

3) emailed to me and my colleagues

4) downloadable into Excel.

Sorry must a Friday morning thing, but I just can't see how to do this.

Sally

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1 reply

Grégoire_Miche2
Grégoire_Miche2
Level 10
June 10, 2016

Hi Sally,

No, it's not. In fact, if I understand well, what you want to get is a combination of lead info and activities. You will either have to use RCE or to extract all this data using the API.

-Greg

A
Anonymous
June 10, 2016

Hi Micheal,

  • The solution I found is to create a Smart List,
  • Create a customised View of this smart list - adding in all the custom fields from my form
  • Subscribe or export the smart list

Sort of works,

Sally

Grégoire_Miche2
Grégoire_Miche2
Level 10
June 10, 2016

Hi Sally,

It work, yes, but you will not have the details of what the lead has done. ANd of course, you can have various smart lists and gather them in your excel spreasheet

PS: I do not go by Micheal

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