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A
Anonymous
December 15, 2015
Question

Reporting on leads by partition

  • December 15, 2015
  • 2 replies
  • 1880 views

Hey there. I was wondering if anyone has any ideas on how I can create a report on Leads by Partition? Ideally, a report I can subscribe to.

I have approx 25 different workspaces, and each has their own lead partition. I need to be able to generate a report once a month that shows how many leads are in each lead partition. I have been manually grabbing those numbers from Admin > Workspaces & Partitions > Lead Partition > Show # of leads, but I was hoping for a way to automate this. That screen can not be exported, or copied, so I am manually typing each value into a spreadsheet - not only a time waster, but also a lot of room for error.

I created a separate workspace, that has access to all those lead partitions, however I cannot find a way to actually generate a report that will show leads by partition.

Any ideas?

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2 replies

Josh_Hill13
Josh_Hill13
Level 10
December 15, 2015

You'd have to use smart list subscriptions, otherwise do this manually.

A
Anonymous
December 15, 2015

Thanks Josh Hill​.

Are you able to provide a bit more information? How do I create a smart list that will generate a report that gives me a count of leads by partition? I've been looking at the options and reports that are available to me, but none seem to be able to give me a count on the # of leads in each partition. I am sure I am missing something.

A
Anonymous
December 15, 2015

You can create a segment based on partition I believe and report on them that way

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