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Ash HallettAsh Hallett 

Reports for Leads

Hi Everyone,

I'm completely new to creating custom reports/dashboards and am finding it quite the challenge to get the hang of.

I've created a few good reports but am completely stuck on the following...

I'd like to create 2 seperate reports - Leads created last week
                                                               - Leads converted last week

Can anyone help on how to piece this report together?

Thanks in advance,

Ash

 

Best Answer chosen by Ash Hallett
Ramu_SFDCRamu_SFDC
There is a standard report type with the name 'Leads with Converted Lead Information' use this report to and set two filters 1. Created date equal last week and 2. Converted date equal last week. Hope this helps!

All Answers

Ramu_SFDCRamu_SFDC
There is a standard report type with the name 'Leads with Converted Lead Information' use this report to and set two filters 1. Created date equal last week and 2. Converted date equal last week. Hope this helps!
This was selected as the best answer
Ash HallettAsh Hallett

Hi Ramu,

Thanks for your reply, I appreciate your help!

I've just tried your suggestion but it seems that the filters only allow me to pick a single date rather than a week or a month of example.....any other ideas?

Thanks,

Ash
Ash HallettAsh Hallett

All sorted now.

Thanks Ramu!