How do create a customized report?

Anonymous
Not applicable

How do create a customized report?

How do I create a report that shows me a list of programs down the left column, with the following info broken out in columns across the page:
  • Actual spend
  • number of leads with a score of 100
Marketo has many standard reports, but I want to customize it the way I need the info.  
3 REPLIES 3
Anonymous
Not applicable

Re: How do create a customized report?

Showing a list of leads with a score of 100 would be done in the smart list filtering the report. Total cost is a default column in the program performance report. 

Custom columns can only be added to leads reports. 

- Jeff
Anonymous
Not applicable

Re: How do create a customized report?

So, can I do this in one report?  Or can I pull two (or more) reports into a dashboard so that I can see the info in one place?
Anonymous
Not applicable

Re: How do create a customized report?

You can do the program performance report with the smart list filter of leads with scores greater than 100. This would accomplish your goal. It would have additional columns though. 

I'm actually looking into FullCircleCRM for greater control over reporting.