Creating custom order reports

Proper reporting can be a valuable tool. LeadDesk has a catalogue of predefined reports, but you can also create your own custom reports to suit your specific needs.

In your Admin account:

1. Click to select the Reports page from the top menu.
2. Click to view Custom reports.
3. To create a new report, click the  button in the top right.

Report basics

4. In the Name field, type a name for your report. Try to make it meaningful, particularly if you have a lot of custom reports, or will only use this report occasionally.
5. To create an order report, click the Report group drop-down list and select Order report. To create a call report, refer to this article.

You can then use the Report options section to define the ordering of information in the report:

6. By default, Use custom field names from selected campaign is ticked. If you have renamed any of the “Other info” fields for a campaign, having this ticked will show your field names in the report. For example, if you have renamed the field name “Other info 1” to “Membership level”, the report would reflect that.

Note that any changes to the standard fields, like First name, Email and City will not show in the report.

7. You can use the Sorting column and Sorting order drop-down lists to choose the ordering of your data.

Building the report you want

Once you have defined the basics of your report, you can now configure precisely what information should show in it. This can be done with or without Grouping.

Grouping

By default, the report will show an individual line for each order within its parameters, for example the value of each order placed by each agent. Often, it is more useful to see a total or an average. For example, you might want to see the total value of all orders for an agent, or the average value of all their orders. To create the second type of report, use Grouping.

8. Click the toggle to enable grouping.
9. Click Add grouping to choose which groups to use.
10. Click to tick the checkbox for one or more groups from the list.
11. Click outside the list to finish.

12. If you have added a group by mistake, click to remove it.
13. You can change the order of the groups by clicking and dragging by the group’s name.

Add columns

You cannot save a report until you have added at least one column to it.

14. Click Add columns.
15. Click to tick the checkbox for the columns you wish to use. If you have not used grouping, you will have many more options.
16. Click outside the list to finish.

17. If you have added a column by mistake, click to remove it.
18. You can change the order of the columns by clicking and dragging by the column’s name.
19. Once all columns have been selected and arranged, click in the top right.

Saving and running the report

Once the report has been saved, you will be taken to the screen to run the report. Before you do, there are several further options.

20. Filter the report, by clicking the available drop-down lists. For example, you may only want to run this report for a particular office or contact list.
21. Click the Time period drop-down list. You can select a specific date range by choosing Numeric date and typing the dates. It is usually better to choose a “literal date”, for example Previous week or This month.

22. If you choose a literal date for Time period, you can click Save to shortcuts. This will make it easier to find and run the report in the future.
23. You can then either click , or , to output the report to, for example, a CSV file.