I have searched and can’t find an answer to this question on Community and none of the reports I’ve created are showing what I want it to show.
We are trying to pull a report to show how many SQLs have been created during a given time. The problem that we keep running into is that if we have created 5 SQLs for June and then 1 turns into an Opportunity in June, the SQL number drops down to 4. We need it to show 5 so that it takes into account every SQL that was created during a given time period - regardless of if they moved lifecycle stages since.
Please help. Thanks!
Hi @MNaughton,
Instead of visualising the count of contacts by create date and current lifestyle stage, you can use the “Date entered [lifecycle stage]” properties. This property will store the date when a contact became a SQL, for example, even if they move on to another lifecycle stage.
Fastest way to create this report:
- Navigate to Reporting & Data > Reports > Create report > Single object > Contacts
- Set up the report like shown below
Make sure the Filters (top left) also reference the “Date entered” property.
Let me know if you have any followup questions!
Thank you! I was also checking the lifecycle stage box which was messing the report up. I appreciate the quick response.
Is it possible to have a breakdown for all lifecyclestages in 1 report?
So 5 columns per month with the amount of companies that entered in that month?
Is it possible to showcase all lifecyclestages as seperate column on a month X-Axis?
Hi @Timyvanroy,
Thank you for posting to the Community!
Since Karsten was able to provide the Accepted Solution of this thread, I would like to tag him in again to see if he has any suggestions.
Hi @karstenkoehler! Do you happen to know if it’s possible to show all lifecycle stages as separate columns on the X-axis of the report?
Thank you!
Cassie, Community Manager
Hey @MNaughton
To create a report showing the number of SQLs created during a specific time period,
Navigate to Reporting & Data > Reports.
Click Create Custom Report, then click Custom Report Builder.
When building your report, drag a date field into the Compare by channel.
Click the date-based field and use the dropdown menus to select the filter period and time range, and determine whether the periods are in a next or last timeframe.
Click Apply, then when you’re finished building the report, click Save report.
For more details kindly visit this article here: Compare date ranges in the custom report builder
We hope this will help!
If you found our post helpful in resolving your query kindly mark it as an accepted solution!
