Thursday 20 October 2016

NetSuite - How to create a Lead Count by Lead Source Report

To count the actual number of lead source,  a new report and use Customer Count as the Metric. To  the custom report, perform the following steps:

     1. Navigate to Reports > New Reports.

     2. Select Customer Count.

     3. In the New Customer Count Report page, set the following:

          a. Enter a Report Title
          b. Metric = Total
          c. Format = Summary
          d. Component = Lead Source
          e. Field = Lead Source Name (Grouped)

     4. Click Save.
Share:

0 comments:

Post a Comment