Use Custom Fields in Reports

After enriching your data and filtering leads in the Lead Manager, you can use Custom Fields to create reports that show how different services, reps, or campaigns are performing. Use them in Quick Reports and Custom Reports to get deeper insights and make informed marketing decisions.

Use Custom Fields in Quick Reports

Quick Reports are built right into the Lead Manager. They let you quickly generate a visual report based on any Custom Field, without leaving the page.

To create a Quick Report using Custom Fields:

1. Open the Lead Manager.
2. Locate the Custom Field column you want to filter by, or add it if it is not already present.
3. Generate the Quick Report using the Custom Field.

You’ll instantly get a breakdown that helps you compare results across services, reps, or any other custom field.

Use Custom Fields in Custom Reports

Custom Reports give you more control and flexibility to visualize your leads using Custom Fields.

They’re ideal when you need to filter or use multiple dimensions.

The easiest way to create a Custom Report using a Custom Field is:

1. Start with a Quick Report using the Custom Field you want to analyze.
2. Click “View Foll Report” to open the Report Builder.

You’ll now see your Custom Field used as the starting point in the report. From here, you can add dimensions, filters, or columns to tailor your view. 

Related Topics

• What are Custom Fields?
• Use Custom Fields
• Organize the Lead Manager with Custom Fields
• Build Lead Intelligence Rules with Custom Fields
• Use Mapped Fields in Reports