Lead Reports are intended for direct display in e-mails. Lead Reports are sent in HTML format and can therefore be evaluated immediately.
How do I create a Lead Report?
You can create a new Lead Report in the menu more Tools | Lead Reports. Click on the blue plus icon to create a new report and enter the desired data.
Assign a descriptive name, such as “New Leads Weekly – Sales Area 70000 – 79999”. Set the report to Public so that you can change the user of the report or other users can copy this report.
You can enter up to nine recipients to whom the report should be sent. If you want the report to be sent even if there is no data in it, leave the option checked. For the report to be processed at all, it must be set to Active.
Specify the time interval at which the report should be created. For leads that are to be sent to sales, weekly is more appropriate. For a report that tells how many visitors go to a particular page, probably more monthly or quarterly. Select when the report should be generated and how many entries should be included in it.
In the fields, select the dimensions and measurements that should be included in the report. You can also select filters and a scoring profile for the report.