Detailed Marketing Report

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!

 

Detailed Marketing Report

Filtering Options
All Records
All Leads
All Customers
Inquiry date Range
Appointment Date Range
Appointment Set Date
Contract Date Range
Grouping Options  
No GroupingLead Source SecondaryInquiry Taken By
Appointment ResultContact CityAppointment Set By
Appointment Date WeekContact CountySalesperson
Appointment Date MonthContact StateJob Completion Date Week
Appointment Date QuarterContact ZipJob Completion Date Month
Appointment Date YearContact Date WeekJob Completion Date Quarter
Appointment SetContact Date MonthJob Completion Date Year
Contact Date QuarterJob Type
Contact Date YearJob 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.

 

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