Tables 2

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

Filtering Options
All Records
All Leads
All Customers
Inquiry date Range
Appointment Date Range
Appointment Set Date
Contract Date Range

Grouping Options

Grouping Options
No GroupingLead Source SecondaryInquiry Taken By
Appointment ResultContact CityAppointment Set By
Appointment Date WeekContact CountySalesperson
Appointment Date MonthContact StateJob Completion Date Week

Detail Fields

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.