Lead Export
- Barnaby Murtagh (Unlicensed)
What does it do?
Lead Export is available for Admin, Agency and Super Admin and the Report User type. It can be access via the Leads page by clicking the Export Report button. User should be able to generate an export of Leads that include Advertisers, Campaign, Publisher. They are able to specify and order how all columns are displayed for a set time period.
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What use case(s) does this apply to?
CONTENT SYNDICATION
Why would clients find this useful?
Lead Export enables Admin, Agency and Super Admin and the Report User to view the leads related to Advertisers, Campaigns and Publisher as a granular Exported report. This will really help with reporting and understanding on how Leads are performing.
Key Talking Points
Admin, Agency and Super Admin and the Report User will be able to export reports to csv file.
Admin, Agency and Super Admin and the Report User are able to select filters based on Lead Status
Admin, Agency and Super Admin and the Report User are able to add Flag Filters (QA Jobs eg. Duplicate email).
Admin, Agency and Super Admin and the Report User are able to create, edit or delete a column template.
Export Reports are only available for a time period of 12 months, date validation is provided to the user for the āto' and 'fromā dates to ensure Export match the timeframe.