Quick Reports are mini-reports that populate directly in the Leads Manager. These reports allow you to evaluate leads with up to two dimensions, and they make it possible to grab quick insights on your data without having to navigate away to the full Report Library.
1Open the Leads Manager. Use the “Choose Columns” button to ensure that the dimensions you want to analyze are checked and currently being displayed in your Leads Manager view.
2Navigate to the column for the dimension you want to analyze. Click on the dropdown arrow next to the column title and then click “Quick Report on [Dimension]”.
Your quick report will appear on the right-hand side of the Leads Manager and will provide a summary report of your leads by the dimension you selected.
3To add a dimension to your Quick Report, click on the “+” to the right of your first dimension. Use the dropdown menu or type to search for the dimension you’d like to add.
Note: Quick Reports have a limit of two dimensions. If you want to generate a report using three or more dimensions, you can build a custom report in the Report Library.
If you have any questions, please contact WhatConverts Support or email support@whatconverts.com
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