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 (ie Date Range)Grouping OptionsDetail FieldsGraph/Chart Available 
All Records
All Leads
All Customers
Inquiry Date Range
Appointment Date Range
Appointment Set Date Range
Contract Date Range
No Grouping
Appointment Result
Appointment Date Week
Appointment Date Month
Appointment Date Quarter
Appointment Date Year
Appointment Set
Lead Source Secondary
Contact City
Contact County
Contact State
Contact Zip
Contact Date Week
Contact Date Month
Contact Date Quarter
Contact Date Year
Inquiry Date Week
Inquiry Date Month
Detail fields tell you “what about” the job or contact you are reporting on. For example, if you are showing results for aNo
Report Type