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Report Generation with multiple columns

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  • Report Generation with multiple columns

    I wanted to generate a Lead to Contact conversion report. It seems like I cannot add Counts from two different entities as columns in the same report, in the advance pack version that I have v.2.0.1

    What is the solution for this?

  • #2
    Hi there.
    It is not clear what kind of report you want. If it is a simple List type report, then you can do it with the filters like on the first and second attached screenshots.
    Or you can Count in the Grid type report (see third and fourth screenshots).
    Attached Files

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    • #3
      Maximus For example, I want to find out how many leads got converted grouped by lead source. So in the report, I want to see a column with the count of leads having that lead source, another column with the count of leads that got converted to a contact and also another column with the percentage of conversion.

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      • #4
        There is no ability to create a percentage column. From Advanced Pack v.2.2.0. the Joint Grid type report is available so you can create 2 Grid type reports and a Joint Grid report that is based on the grid reports and will show you the desired statistics. Please investigate my screenshots.
        But as I mentioned above, for this scenario you need to upgrade your Advanced Pack. Otherwise, you can only create a simple Grid type reports.

        Attached Files
        Last edited by Maximus; 09-18-2020, 07:50 AM.

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        • Daryl Aranha
          Daryl Aranha commented
          Editing a comment
          Thank you for your help. Now I know what should be done.
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