Lead Reports

Special Features of Lead Reports

Consider the following when running lead reports:

Standard Reports

Choose the Lead History report type to track the history of standard and custom fields on leads where field histories are set to tracked. Use this report to see tracked fields' old and new values.

Tip If you have the “Create and Customize Reports” permission, you can use the View drop-down on a Lead History Report to view lead history data by My Leads, My Team's Leads, User Owned Leads, Queue Owned Leads, and All Leads.

Tips for Lead Reports

• Limit your report view to “My team’s leads” to see leads owned by users who report to you in the role hierarchy.
• Lead reports can show all leads, both converted and unconverted. To limit your report to just unconverted leads, enter filter criteria of “Converted equals 0.”
• The Last Activity of a lead is the most recent due date of an activity on the record. The following past or future activities set this date:
  • Any event
  • Closed tasks
• You can create a report of your lead information, export that data to Excel, and then do a mass mail merge using Microsoft® Word.

Lead Report Limitations

• You can't use filter conditions to search the results of the Old Value and New Value fields.
• You can’t use filter logic if you are filtering by Field/Event.