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

In the global organization, lead details are displayed per organization. Organizations without global access can view lead details specific to their organization only.

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.