Reports Summary

All About Reports 


Reports can be accessed through the reports menu. 'Enable access to reporting' must be selected in your user permissions. (under administration). 

Here's some useful tips when using reports:

Some Reports provide you with 'View Leads option'
Pay attention to the 'Date Ordered By' on each report this indicates whether the report is using the Lead Received, Status Changed, Date of Activity, Message Sent, Date of Action, Statement Start / End 
You can export or print reports just click to download or print.
Use additional filters on your reports to drill down further on the information. As well as the standard filters you see on a report (Date Range, Group & Type, User, Introducer, Referral Partner,Associated Site etc) click on + Add filter for more options
When there's lots of detail shown on a report you can navigate to the next page for more information clicking 'Next' It's easier to change how many results are shown per page by clicking '10' & selecting a higher number of records. 
  • Clicking on the headers in a report will reorder the headers.
  • Partners can access their reports through their portal.
  • For easy access and to use the report again, you can choose to save the report and pin it to the menu at the side​ ~ see Saved Searches & Report Guide

Available Reports 

Report

Includes Sub leads? 

Includes Invalid Leads? 

Includes Closed Leads? 

Includes Partners?  

Date Ordered By

Filter Options

Description

ROI Summary    

No

No

Yes

All

Lead Received 

Search Using Referral Date

A Summary of leads received, the amount you have spent (the cost of your leads), The amount you have earned (the value of leads) and the profit you have made.

ROI Assigned User         

No

No

Yes

All

Lead Received 

Search Using Referral Date

The ROI summary report broken down by the leads assigned user

ROI Introducer 

No

No

Yes

All

Lead Received 

Search Using Referral Date

The ROI summary report broken down by the leads introducer

ROI Marketing Source        

No

No

Yes

All

Lead Received 

Search Using Referral Date

The ROI summary report broken down by the marketing source (where the lead originally came from)

Lead Total Summary

No

Yes

Yes

All

Lead Received 

Search Using Referral Date

Total number of leads received including the total & average cost & value . 

Lead Daily Summary

No

Yes

Yes

All

Lead Received 

Search Using Referral Date

Number of leads received per day (Monday-Sunday)
The report is listed by date.
See collectively how much those leads cost including the value of the leads (the amount you have earned) 

Lead Weekday Report 

No

Yes

Yes

All

Lead Received 

Search Using Referral Date

The number of leads received on each day of the week. See collectively how much those leads cost and the value of the leads (the amount you have earned). 

Lead Hourly   

No

Yes

Yes

All

Lead Received 

Search Using Referral Date

See the most active times of the day for receiving leads. See the times that leads have been received.

Lead Introducer 

No

Yes

Yes

All

Lead Received 

Search Using Referral Date

Total no of leads received by each introducer. See collectively how much those leads cost and the value of the leads (the amount you have earned). 

Lead Referral Partner    

No

Yes

Yes

All

Lead Received 

Search Using Referral Date

Total number of MAIN leads referred to individual partners Including the average cost of those leads (the amount you spent) & the average value of the leads (the amount you have earned) .

There's a total number of leads that have not been referred to a partner / that have been referred to multiple partners. (sub leads - which are shown in the 'Lead Referral Partner (Multiple) report) 

Lead Referral Partner (Multiple)   

Yes

Yes

Yes

All

Lead Received 

Search Using Referral Date

The total number of SUB leads referred to individual partners. Including the average cost of those leads (the amount you spent) & the average value of the leads (the amount you have earned) . 

Lead Group 

No

Yes

Yes

All

Lead Received 

Search Using Referral Date

Total number of leads received per lead group including the average  cost and average value of those leads

Lead Type Report     

No

Yes

Yes

All

Lead Received 

Search Using Referral Date

Total number of leads received per lead type including the average cost and average value of those leads

Lead Status   

No

Yes

Yes

All

Lead Received 

Search Using Referral Date

How many leads are sat at the current status. Including the average cost and average value of those leads.

(Note: if a lead group is chosen, your results will only display status available to that certain lead group)

Lead Assigned User     

No

Yes

Yes

All

Lead Received 

Search Using Referral Date

Number of leads received which are currently assigned to each user. The report Includes the average cost and average value of those leads. (The amount you have earned) 

Lead Postcode   

No

Yes

Yes

All

Lead Received 

Search Using Referral Date

Key statistics about the postcode areas of your leads.The results are shown in postcode prefixes I.e. BD, LS,BA, by Area and Region. You'll have the number of leads received and the total & average cost & value of those leads

Lead Return Status      

No

Yes

Yes

All

Lead Received 

Search Using Referral Date

Main leads that have been returned including the return status. Open returns still need a decision. Accepted are returns that have been approved. Declined are returns that have been rejected.  
If you need to see the details for sub leads use the Lead Return Status (Multiple) report.

Lead Return Status (Multiple)        

Yes

Yes

Yes

All

Lead Received 

Search Using Referral Date

Sub leads that have been returned including the return status. Open returns still need a decision. Accepted are returns that have been approved. Declined are returns that have been rejected.

Lead Return Reason   

No

Yes

Yes

All

Lead Received 

Search Using Referral Date

A list of the reasons main leads have been returned & how many leads were returned for each reasons. There's average & Total cost/values of those leads to.

Lead Return Reason  (Multiple)     

Yes

Yes

Yes

All

Lead Received 

Search Using Referral Date

A list of the reasons sub leads have been returned & how many leads were returned for each reasons. There's average & Total cost/values of those leads to.

Status Change Summary       

No 

Yes

Yes

All

Status Changed 

 

The number of status changes. Be careful though, if a status is changed more than once on the same lead during the period selected, the totals will be incremented for each status If in doubt, check the status change detail report.

Status Change User        

No 

Yes

Yes

All

Status Changed 

 

Total changes in statuses over the period, grouped by the user who changed the status.

No user identifies changes to statuses made by the system i.e as part of workflows. 

Note: careful. It's the number of times any lead has hit that status (a lead may have hit that status more than once) 

Status Change Current Status       

No 

Yes

Yes

All

Status Changed 

 

The current status of leads & how many times those leads have changed status

Status Change Detail        

No 

Yes

Yes

All

Status Changed 

 

See status changes & what status the leads are at now 

Provides details of status changes from the Status change summary report.

See the lead received date and the date the status changed as well as the current status 

This should help with working out commissions/bonuses - just filter by '[All Converted]' 

User Activity  

Yes

Yes

Yes

All

Date of Activity

 

Information on user's activity. Number of completed calls, notes,texts,emails& letters) 
Note: using the 'User' filter will provide the assigned user of the lead that the activity happened on, rather than the user assigned to the activity).

User Task      

Yes

Yes

Yes

All

Date of Activity

 

The number of tasks marked as completed, as well as an average difference between time/date due and time/date completed.

Note: The time due has to be greater than 0 or the tasks wont be counted.

User Event    

Yes

Yes

Yes

All

Date of Activity

 

The number of events marked as completed, as well as an average difference between time/date due and time/date completed.

Marketing Summary        

No 

Yes

Yes

All

Lead Received 

Search Using Referral Date

Total number of main leads you have received from different Marketing Sources. Including Total & Average cost & value of those leads. 
To break this down further into Source, Medium & Term, use the Marketing Detail Report.  

Marketing Detail        

No 

Yes

Yes

All

Lead Received 

Search Using Referral Date

The total number of Main leads you have received from different Sources,Mediums,Terms. Including Total & Average cost & value of those leads. 

Marketing Site  

No  

Yes

Yes

All

Lead Received 

Search Using Referral Date

Number of leads received from sites that you have feeding leads into FLG. Including Total & Average cost & value of those leads. 

Email Delivery Summary      

Yes

Yes

Yes

All

Message Sent

 

Track your email results to see the number of Bounced, Failed, Opened, Clicked, Replied, Unsubscribed. 
Statistics are shown for 'Direct' emails (those sent through 'Lead Summary > New > Email').

Notes:

  • If an email is sent through 'Lead Summary > New > Email' using a template as a base, the email will still show under 'Direct'.

  • Stats should be used as a guide as not all email providers allow you to track clicks,opens etc 

  • All emails change to 'delivered' once we have sent your email 

Email Delivery Detail        

Yes

Yes

Yes

All

Message Sent

 

See which emails resulted in an 'open', 'clicked', 'unsubscribed', Spam... action.

Notes:

  • Remember to click on the column headers to order the report by 'Last Action' if you need to.

  • Turn on email tracking in 'Settings > Configuration > Email', and we'll track email bounces, opens, clicks, replies, unsubscribes & spam reports. 

  • IF an email is marked as spam, the permission to email will automatically change to 'no'

Text Delivery Summary     

Yes

Yes

Yes

All

Message Sent

 

The number of texts that have been sent or failed. Includes the title of the template used.
Statistics are shown for 'Direct' texts (those sent through 'Lead Summary > New > Text'). 

For more detail, use the Text Delivery Detail  Report. 

For text message activity, use the User Activity Report. To see how many SMS replies you have had 

Text Delivery Detail       

Yes

Yes

Yes

All

Message Sent

 

See which texts (sent to which customer) resulted in an 'Failed', 'Sent'. Including the date & time 

Letter Summary 

Yes

Yes

Yes

All

Message Sent

 

The number of letters that have been created including the title of the template (if applicable). .
Statistics are shown for 'Direct' (are those letters sent through 'Lead Summary > New > Letter'). 

Letter Detail  

Yes

Yes

Yes

All

Message Sent

 

The details of the leads that have had letters CREATED (not necessarily printed) including the title of the template (if applicable). See the date and time that the letters were created
Statistics are shown for 'Direct' (are those letters sent through 'Lead Summary > New > Letter'). 

Partner Balances        

Yes

Yes

Yes

All

Statement Start / End 

 

Partners Opening & End balance At the start or end of a statement date. 

Partner Transactions       

Yes

Yes

Yes

All

Statement Start / End 

 

Credits & Debits applied to partner accounts.
This report includes sub leads but the lead id displayed is the reference of the main lead you therefore may see the Lead Id presented more than once (for each sub lead) 
There's a 'Descripiton' column to help identify types of payments you have received. i.e Paypal, Bacs etc

Partner Eligibility 

-

Yes

Yes

Only Active 

Now 

 

See which partners are eligible to accept leads, if not, the details of why they may not be eligible.
(Because they are not online, have no credit, have reached their daily, monthly lead limit,or is out of their schedule (day/time) 
Note that there may be other factors other than those detailed on this report which may effect whether a partner will receive a particular lead.
This report does not include Pending or Inactive partners.

Partner Postcode Summary 

-

Yes

Yes

All

Now 

 

The total number of partners covering postcode areas. Get information on postcode, Area & region covered. 
This Includes Coverage of partners who are active but currently paused (those that show as 'Offline' in the partner selection screen).

Partner Postcode Summary (Eligible)

-

Yes

Yes

All

Now

 

Same as the Partner Postcode Summary Report but 
This Includes Coverage of partners who are active and currently eligible to receive leads (excludes those which are  paused/offline.

Partner Postcode Detail 

-

Yes

Yes

All

Now

 

More detail on which partners cover which postcode, area and regions in which lead group / Lead Type. 
There's information about monthly limits, and the amount the partner pays for those at accepted/qualified/converted 

Partner Lead Type Summary 

-

Yes

Yes

All

Now

 

Total number of partners that have selected each lead type. This includes partners who are currently paused.
If you need to see which partners have which lead types use the Partner Lead Type Detail Report 

Partner Lead Type Detail 

-

Yes

Yes

All

Now

 

See which Partners currently have various lead groups / types selected. You'll see the partner's selection priority and the amount they pay per lead type at either Accepted/ Qualified/ Converted. The partner's Daily/Monthly lead limit (per lead type) is listed too. 
The report includes partners who are currently paused.

Audit

Yes

Yes

Yes

All

Date of Action

 

Advanced compliance: Access information about your user's interactions and activity as well as activity of leads.
There's audit trails for user and partner emails as well as all log in attempts. (successful & failed attempts)
See when users export or delete any data.
View database changes.See what was changed by who & when as well as the details before and after the change. 
Please Note: activity for sub leads is recorded but displayed using the main lead ID

 

 

 

 

 

 

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