Important

You are browsing upcoming documentation for version 5.1 of OroCommerce, OroCRM, and OroPlatform, scheduled for release in March 2023. Read version 5.0 (the latest LTS version) of the Oro documentation to get up-to-date information.

See our Release Process documentation for more information on the currently supported and upcoming releases.

Available in OroCRM Available in OroCommerce

Leads Reports

Oro applications provide ready-to-use Leads by Date and Leads by Geography reports.

Leads by Date report shows how many leads were created on a specific date for all channels.

To see the report, navigate to Reports and Segments > Reports > Leads > Leads By Date.

Leads by Date report shows:

  • The date leads were created on
  • The number of the leads created on a specific date
  • Total amount of the leads created
Leads by date report

You can add new custom reports. For more details on the ways to create and customize the reports, see the Reports topic.

Leads by Geography report shows the geographical distribution of leads.

To see the report, navigate to Reports and Segments > Leads > Leads By Geography. You can edit and delete the report from the report’s grid page.