1 Reply Latest reply on May 10, 2017 11:19 AM by Emily Dick

    Total Leads Grouped by Date Field

    Sam Lee

      I'm trying to create a report that uses a date field to show total leads by month. I can't use the Lead Performance report because that uses the Created At field which I don't want because it just pulls in the net new leads. I tried using the Lead Analysis report in RCE but I can't group the data by month (unless I'm missing it somewhere).

       

      Is there a way to do this that I've missed? (Besides creating Smart Lists for each month and exporting the data and creating a report in Excel or in a data viz tool).

        • Re: Total Leads Grouped by Date Field
          Emily Dick

          Create a Lead/Person Performance report and in settings, change the "Person Created At" standard setting to All Time. Then choose which date field you want to group by and the unit which defaults to months. You can then use Smart List settings to filter people.

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