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How do I create a leads report with all fields data

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Anonymous
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How do I create a leads report with all fields data

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I have created this report, but I need to add additional fields to the RHS, basically, I need a report:

1) who signed up today

2) all the data they entered into a specific form

3) emailed to me and my colleagues

4) downloadable into Excel.

Sorry must a Friday morning thing, but I just can't see how to do this.

Sally

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Anonymous
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Re: How do I create a leads report with all fields data

The answer after much messing about in reports.

  • The solution I found is to create a Smart List,
  • Create a customised View of this smart list - adding in all the custom fields from my form
  • Subscribe or export the smart list

Sort of works,

Sally

View solution in original post

1 REPLY 1
Anonymous
Not applicable

Re: How do I create a leads report with all fields data

The answer after much messing about in reports.

  • The solution I found is to create a Smart List,
  • Create a customised View of this smart list - adding in all the custom fields from my form
  • Subscribe or export the smart list

Sort of works,

Sally

View solution in original post