I need a report with all leads data - this must be easy right?

[Anonymous]

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

[Grégoire_Miche2]

Hi Sally,

No, it's not. In fact, if I understand well, what you want to get is a combination of lead info and activities. You will either have to use RCE or to extract all this data using the API.

-Greg

[Anonymous]

Hi Micheal,

• 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

[Grégoire_Miche2]

Hi Sally,

It work, yes, but you will not have the details of what the lead has done. ANd of course, you can have various smart lists and gather them in your excel spreasheet

PS: I do not go by Micheal

[Anonymous]

Thanks Gregoire,

Have a good weekend!

S