How to create a report on Leads App from the Home Page?

Updated on June 12, 2020 08:48AM by Admin

Generating the lead’s status record based on the count for the employee. 

To generate Employee Activity report to track the status of the lead based on the count for an employee.

  • Login to your Apptivo account and select Reports from the left panel of your home page.
Reports

  • You will be redirected to the Report activity. 
  • In the Report activity, click on the Settings in the App Header.
Home Page

  • Click on the Create button from the Reports page in Settings.
Settings

  • In the Create Report page, you can add a name and description of the report. 
  • Keep the Toggle enabled to make the report in use.
Create Report

  • Enable the Filter toggle to filter out the data when generating a report. 
  • You can use the filters based on the financial year, quarterly period, or custom period.
  • You can also set the privileges on who can access the report. 
  • Based on the Privileges of the employees, they can have access to generate the report. 
Filters Toggle

The reports page is divided into three sections to add values accordingly.

  • Context Columns
  • Activities Columns
  • App Columns

Context Columns

  • In this section, you can determine the employees to be added to the report. It works based on criteria. If an employee matches the criteria in the context column, then the employee is added automatically to the Report.
  • In the Column name, add a name for this column, Here, the column name named as Employee Names.
  • Then, click on the Set Criteria.
Employee Name

  • By clicking on the Set Criteria, the Criteria side panel will get open. 
  • Select the attributes of the Employee app by using the Insert Attribute dropdown.
  • Here, the condition set to list of data based on the employee’s Manager so, the Manager name is added.
  • Then, click on the create button.
Criteria

Activities Columns

  • In the Activities Columns, you can decide on the activities to be listed in the Activities Column. 
  • Click on the (+) icon to expand the row.
  • In the Column Name, you can add a name for the Activities Column.
Task Activity

  • In the Activities, select an activity for which the report is to be generated. 
  • Select the aggregation type to be sum or count. 
Activities

  • In the Attribute column, you can set the attribute based on which the sum or count is to be calculated.
  • Click on the Set Criteria, to execute the report with activities matching the criteria.
Assigned to

  • Here, the criteria are set to include in the activity count if the Due Date is in the Last 6 Months.
  • Click on the Create button.
Condition

  • In the Matching Context Value, you can decide the attribute based on which the count should be added to the employee.
  • Here, the count will be added to an employee based on the Assigned To.
  • To add more than one activity or attribute to included, click the (+) icon.
Matching Context value

  • Similarly, you can create a report for multiple activities.
Multiple Activities

App Columns

  • In the App Columns, you can determine the app details to be listed in the Report for an employee. 
  •  Click on the (+) icon to expand the list.
  • Add a name for the App Column in the Column Name.
App Name

  • In the App, select an app from which the report is to be generated.
  • Here, the Leads app is selected.
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  • Select the aggregation type to be sum or count.
  • In the Attribute column, you can set the attribute upon which the sum or count is to be calculated. 
  • Here, Leads Staus is added.
  • Then, click on the Set Criteria.
Lead status

  • In the Set Criteria, to execute the report with records matching the criteria.
  • Here, the criteria are set to include in the report based on the First Name is not empty.
  • Then, click on the Create button.
Set Criteria

  • In the Matching Context Value, you can decide the employee attribute based on which the count or sum is to be added to an employee. 
  • Here, the Assigned To is selected.
  • To add more than one column in the report, click on the (+) icon.
Context value

  • Once the setup is complete, click on the create button. 
Create button

  • A new report is created and added to the list.
Report List

  • Go to the Report home page. You can view the created report will be present in the left panel. 
Leads Report

  • By selecting the All dropdown, you can filter the records based on your team, employees, or yourself.
  • You can export the report by clicking on the Export button.
Filters

  • The report will be downloaded in .CSV format.

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