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Reports - Pivot Reports
Reports - Pivot Reports

Create your own reports on any piece of lead data or use a pre-made template.

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

To create a pivot grid to show leads by the hour, navigate to either of these screens: Lead List or Distribution in the Leads section of the LeadExec navigation window. This example will show how to add this report from the Lead 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; this will display 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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