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Lead List - How to Create a Pivot Report from List View
Lead List - How to Create a Pivot Report from List View

Create custom reports or choose from pre-loaded reports

Gabriel Buck avatar
Written by Gabriel Buck
Updated over a week ago

To create a Pivot Grid report to show leads by the hour, navigate to either of these screens: Lead List or Distribution. This example will show how to add this report from the List screen.

Click on Pivot to open the pivot grid screen.

You can select a pre-configured Pivot report or create one from scratch.

For example, select Lead Source from the Field Chooser and move into a row field, displaying all of your lead sources for this report.

Next, select Date Added Quarter for your column field.

Lastly, select Cost (Sum); this will now display your lead cost, by source, by a quarter from your lead list.

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