Custom Reports and Data Export
REPORTING & ANALYTICS Custom Reports and Data Export Lead Fuel CRM allows you to build custom reports tailored to your specific business needs and export data for external analysis or record-keeping.
Building Custom Reports Step 1: Navigate to Reporting > Custom Reports.
Step 2: Click "Create Report" to start building a new custom report.
Step 3: Select the data source for your report (contacts, opportunities, appointments, campaigns, etc.).
Step 4: Choose the metrics and dimensions you want to include.
Step 5: Apply filters to narrow the data (date range, tags, sources, pipeline stages, etc.).
Step 6: Select the visualization type (table, bar chart, line chart, pie chart).
Step 7: Name your report and click "Save." Report Data Sources You can build reports from various data within Lead Fuel CRM: • Contacts and Leads: Contact creation, source, tags, custom fields, and activity.