Lead Score Report with First, Last, and Company Name

[JB_Peterson]

Question from a newbie.

Trying to set up a Lead Score Report that shows First Name, Last Name, Company Name as well as the scores. Right now this is what I have.

It only shows the Lead Score and Total Leads with that score. How do I add First Name, Last Name and Company Name to this Report?

Thanks,

JB

[Grégoire_Miche2]

Hi JB,

If you really want to use the reporting, create a formula field that concatenates the 3 infos. For instance

Perterson, JB - Security Coverage

and group the report by this field.

But it might be simpler to use a smart list with the exact columns you want and subscribe to it or simply export it on demand.

-Greg

[JB_Peterson]

Is there an article that details out this process? Either one?

Thanks for the response.

JB

[Jenn_DiMaria2 · Accepted solution]

Hi, JB!

For the Smart List, you would just add whatever filters you'd like to the Smart List and then create a view in the Leads Tab. It should look something like this:

Hope this helps!

[Grégoire_Miche2]

For the formula field : Create and Use a Concatenated String (Formula) Field - Marketo Docs - Product Docs

-Greg