You requested it, so we considered it and added it! With this improvement, you can now use our standard advanced reports with a ton of new fields so you can better see how your business is performing. To use the new fields, simply navigate to the appropriate report and drag the field into the columns.

With these new fields, some of the things you’ll be able to know are:

  • The most or least common source of your leads using the “Lead Source” field
  • The most or least common industry of your leads using the “Industry” field
  • The first organization linked to any contact

And, using this additional information in the report, you’ll be able to make more informed decisions on things like where you get the majority of your leads or how many people from a specific company are interacting with your business.

Contact-Activity-Report-MarkedUp2

The complete list of fields that we’ve added are:

Tasks

  • Added First Linked Contact Name
  • Added First Linked Organization Name
  • Added First Linked Linked Lead Name

Contact Report

  • Changed ‘Salutation’ to ‘Prefix’
  • Added ‘Created by User’ field
  • Added ‘Background’ field (missing)

Contact Activity Report

  • Added Primary Linked ‘Organization Name’
  • Added ‘Date Completed’ for tasks
  • Added ‘Date Reminder’ for tasks
  • Added Contact Title
  • Added Contact First Linked Organization Name
  • Added Contact First Email Address

Organization Activity Report

  • Added ‘Date Completed’ for tasks
  • Added ‘Date Reminder’ for tasks

Leads Report

  • Added ‘Title’ field

Leads Activity Report

  • Added ‘Industry field’
  • Added ‘State’ field for current Lead State
  • Added lead ‘Organization Name’
  • Added ‘Lead Source’
  • Added ‘Lead Rating’
  • Added ‘Date Completed’ for tasks
  • Added ‘Date Reminder’ for tasks

Opportunities Report

  • Added ‘Date Updated’

Opportunity Activity Report

  • Added ‘Date Completed’ for tasks
  • Added ‘Date Reminder’ for tasks
  • Pipeline Name (for Tasks)
  • Pipeline Stage (for Tasks)

Project Report

  • Added linked contact name

Project Activity Report

  • Added ‘Date Completed’ for tasks
  • Added ‘Date Reminder’ for tasks
  • Pipeline Name (for Tasks)
  • Pipeline Stage (for Tasks)

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