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Topics#Reports & DashboardsFrage von Brenda Walter
Brenda Walter (Transamerica) fragte in #Reports & Dashboards
26. Juli 2011, 17:09

Is there a way to report on lead activity tied to a specific campaign?

Trying to create a report that captures activity at the lead level for a specific campaign. Any suggestions on how to do this?
1 Antwort
  1. David Galantowicz
    26. Juli 2011, 18:22
    You should try and create a New Custom Report Type and bring the two objects together:

     

    1. Go to Setup/App Set-up/Create/Report Types

     

    2. Click on New Report Type

     

    3. Make Campaign the Primary Object.  Add in label values, determine folder, and click Next

     

    4. Make Lead the secondary object. Choose the correct radio button for if it is a left outer join or if both values have to be present for the join to take place

     

    5. Go to your Reports tab and start to create your report based on this new Report Type

     

    Good luck.
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