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 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.


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