The Detailed Marketing Report is one of the two completely customizable reports. This report allows you to pick and choose the pieces of your report, effectively allowing you to build your very own report!
| Filtering Options |
| All Records |
| All Leads |
| All Customers |
| Inquiry date Range |
| Appointment Date Range |
| Appointment Set Date |
| Contract Date Range |
| Grouping Options | ||
|---|---|---|
| No Grouping | Lead Source Secondary | Inquiry Taken By |
| Appointment Result | Contact City | Appointment Set By |
| Appointment Date Week | Contact County | Salesperson |
| Appointment Date Month | Contact State | Job Completion Date Week |
| Appointment Date Quarter | Contact Zip | Job Completion Date Month |
| Appointment Date Year | Contact Date Week | Job Completion Date Quarter |
| Appointment Set | Contact Date Month | Job Completion Date Year |
| Contact Date Quarter | Job Type | |
| Contact Date Year | Job Sale Date Week | |
| Inquiry Date Week | ||
| Inquiry Date Month |
| Detail Fields |
| Detail fields tell you “what about” the job or contact you are reporting on. For example, if you are showing results for a specific salesperson, you will be able to see data entered about the contact. |
| Detail fields show on a separate, but linked page in the report. |
