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User can choose to generate the report for ‘All advertisers’ or a ‘Single Advertiser’ and for ‘All Publishers’ or for a ‘Single Publisher’ by selecting the appropriate radio button and selecting the appropriate value from the dropdown when ‘Single’ option is selected.
User can then enter a date range to export all leads within the date range. If the user wants to filter out leads for just a campaign, the campaign dropdown can be used, where it shows a list of campaigns.
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In the Columns section of the Lead Export Modal, user can select the columns that need to be available in the exported file. The user can select columns and save the template as a new template using the ‘Save as new template’ option and giving a unique name to the template.
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The user can also load previously saved templates using the ‘Column Template’ dropdown and clicking on ‘Load’. This will populate the Output Columns with the columns in the saved template. The user can also delete any saved templates by loading the template and clicking on ‘Delete’
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In the ‘Conditions’ step of the Lead Export Modal, user can must select a Lead Status that needs to be filtered out for the Lead Export Report.
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Functionality | User Story | |
|---|---|---|
| 1 | Lead Export modal: Setup | Admin and agency users can specify the date range, advertisers, publishers and campaigns for which the leads must be exported. |
| 2 | CSV Export | Admin and Agency users can choose to export the report in CSV format by enabling a toggle, else the report will be downloaded as an excel. |
| 3 | Lead Export modal: Columns | Admin and agency users can select the columns that need to appear in the report. User can create a new template, load previously saved templates and delete templates in this step. |
| 4 | Lead Export modal: Conditions | Admin and Agency users can must select the Lead Status that needs to be filtered out in the Lead Export Report. |
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