"Leads by Month" report that shows "Lead Owner" | Community
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A
Anonymous
March 14, 2013
Solved

"Leads by Month" report that shows "Lead Owner"

  • March 14, 2013
  • 2 replies
  • 1074 views
Hi,

I am trying to generate a report that shows leads that were pushed to sales + the lead owner.

I managed to set up a respective report sorted by Comany Name but cannot figure out how to change this to Lead Owner, for in the report setup there is no option "Group Leads by LEAD OWNER".

Maybe someone knows a workaround to this.

Best,
Christine
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Best answer by
Christine, 

The Lead Performance Report doesn't let you group leads by lead owner, but there is a workaround:

1) Create a smart list for each lead owner with the criteria "Lead Owner Email Address is {Somebody@usp.at)"
2) In the report setup, add "Custom Columns"
3) in the popup, enter the name of each smart list. 
4) these smartlists will now show a count in a unique column for each lead owner

I'd group the leads by month so you can see a trend of leads assigned to each owner over time.

-Steven

2 replies

A
Anonymous
Accepted solution
March 14, 2013
Christine, 

The Lead Performance Report doesn't let you group leads by lead owner, but there is a workaround:

1) Create a smart list for each lead owner with the criteria "Lead Owner Email Address is {Somebody@usp.at)"
2) In the report setup, add "Custom Columns"
3) in the popup, enter the name of each smart list. 
4) these smartlists will now show a count in a unique column for each lead owner

I'd group the leads by month so you can see a trend of leads assigned to each owner over time.

-Steven
A
Anonymous
March 14, 2013
Steven, you are a GENIUS; thanks so much!

Cheers,
Christine
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