Join 20,000+ other marketers and start getting marketing clarity

Subscribe to our newsletter and get proven marketing strategies for growing your business.

Related Integrations

Reporting AgencyAnalytics

Last update on March 8, 2021

Reporting Octoboard

Last update on April 16, 2020

Help Center ▸ Lead Management and Reporting

Creating and Saving Column Views

New Dashboard

Legacy Dashboard

1Log into your WhatConverts profile. Select "Leads" from the top menu.

2To choose the columns you'd like to select for your custom view, click the "Choose Columns" in the Lead Manager. Check or Uncheck the dimensions you would like to see in your Lead Manager. Close the window.

3Click "Save View" next to Choose Columns. Click "Save as New View" to save your current column view.

Give your Column View a name and click "Save View".

Important:

Column Views

only

The view will now be a tab located above your leads you can select.

4Rearrange the order your columns are in by selecting the "Manage Views" Button. Click the icon to the left of the view to rearrange it on your Lead Manager.

Click "Save Views" to save the arrangement.

With WhatConverts, you can customize and save your dashboard view for your user account.

1Log into your WhatConverts account, select your "Profile" from the left side menu. When in your Dashboard, click the "Show Column Display" button.

2Under Save Current Column View, give your column view a name. In the example below, I have used Google Ads. Then, choose the columns (click on the column headers you would like to see - active columns will turn green) you would like to display in your saved view.

3Click "Save". Your saved view will appear above the Default View and you can switch back and forth as needed.

Was this page helpful?

👍Yes

👎No

Get a FREE presentation of WhatConverts

One of our marketing experts will give you a full presentation of how WhatConverts can help you grow your business.

Request a Live Demo

Whatconverts Features for your Business

Lead Management Filter/Group by Source & Medium

Filtering and grouping tools allow you to examine a subset of leads from specific campaigns, sources or marketing channels.

Lead Management White Label Lead Management

White label lead management gives your agency a better chance to retain clients, attract new clients, and maximize your value.

Analytics & Insights Leads by Lead Page

Quickly see if your visitors converting on a "Contact Us" page, or on your site's other pages.

Analytics & Insights Scheduled Reports

Create simple, clear reports sent at daily, weekly or monthly intervals.