Hi,
I am trying to find an easier way to create a report to see all of our leads from Webinars, Tradeshows, Workshops etcetera that we've pushed to CRM broken up on a month basis and broken up by region.
I'd like to find out a better and more effective way of doing this. Any other advice, thoughts etc are more than welcome 🙂
The current way I am doing this is tedious and is follows.
1. I create a smart list in the Lead Database area for each of the regions I want to report on.
--the smart list contains Country and each individual campaign we've pushed to CRM (the campaign list is now 113...this is where the tedious part comes in)
2. I go over to the Analytics area and clone the Leads x Month report for each region.
3. I then do custom columns in each of the cloned reports that pull in the Country and the smart list I created for each region
I feel like there should be an easier way to do this and I'm looking for advice.