Report Builder

What does it do?

Within the report builder users have the option to create a report from scratch or from a template. Users can select the type of data they would like to report against.

As a user, there are two options: Lead or Campaign. However if a user selects a template the type will be pre-selected.

When selected the templates give a preview of what the report will look like. All templates can be customised to include additional data as long as its in the same data set eg Leads or Campaign.

	Action	Description
	Select the name of the report	This will be the name given to the report you save.

	Choose to either set specific dates, or set up a rolling period if the report will be exported regularly.
	Set report Permissions based on Private or Public	Permission types allows you to decide if you would like to make your report public or private: Private - Only the user that created the report can use it. Public - Other users can import the report.
	Add a password to the report file	this is how users can set the password for the file. *Note: We recommend all files should be password protected.
	Send the report as a zip file	When selecting this option, if the toggle is on. It will Zip the report.
	Scheduling of a report: Do not Schedule Daily Weekly Monthly	Decide how often you would like the report to be sent out. Do Not Schedule (if it is a one-off report) Daily - Will give you the option to select which hour of the day the report will need to run. Weekly - Will give you the option to select which week day the report will run and additionally which hour of the day the report will need to run. Monthly - Will give you the option to select which day of the month the report will run and additionally which hour of the day the report will need to run.
	Download type: CSV Email FTP FTPS SFTP	Download (download the report as a CSV). Email (have the report sent out to single or multiple email addresses.). FTP, FTPS and SFTP are file transfer protocols. The details needed can be obtained from the client.
	Search fields for report	Allows user to search for any available fields.
		Tick any of the desired fields and these will appear in the Output Columns table on the right. *Note: You can select a maximum of 20 fields.
	Select field operator	This is how the field will be treated. None (this will apply no operator to the field) Sum (this will sum the data the field) Count (this will count the data in the field) Max ( this will take the maximum value in the field)
	Add conditions to the report	You can further filter your lead report by setting conditions. For example: If you only want leads from the UK in your report, select Country from the dropdown menu, ensure the operator is set to Equal, and type UK in the final box. You can set up to 15 conditions. This is the operator to decide how the conditions need to be treated. If AND if selected it means all conditions with AND have to pass. If OR is selected this means either of the conditions can be met.
	Apply Rules to data in the report	Here you can apply the rule of how the data needs to be treated: Equal Contains Greater or Equal Greater Less or Equal Less Not Equal