Overview

Leads Reports in Docketwise allow you to acquire insights into your firm as well as evaluate and find key metrics from your Leads.

Click here to learn more about our other types of reports in Docketwise.

Contents


Types of Leads Report

There are many reports that you may run on Leads in Docketwise depending on how you want the information to be presented.

Leads over time

The Leads over time report displays data related to the Leads created on your Docketwise account and is broken by the date created and status.

  • Displaying Data From: Leads

  • Results Organized By: Displayed in reverse-chronological order

  • Primary Columns: Full name, Phone, Email, Status, and Last Outreach

  • Additional Available Columns: Updated

  • Filters Available: Date created, and Lead Status

Leads conversions over time

The Leads conversation over time report displays data related to the conversion over time created on your Docketwise account and is broken down by the date created.

  • Displaying Data From: Leads

  • Results Organized By: Displayed in reverse-chronological order

  • Primary Columns: Full name, Phone, Email, Status, and Last Outreach

  • Additional Available Columns: Updated

  • Filters Available: Date created

Leads by status

The Leads by status report shows information about your Leads established in your Docketwise account, broken down by their statuses.

  • Displaying Data From: Leads

  • Results Organized By: Grouped by lead status

  • Primary Columns: Full name, Phone, Email, Status, and Last Outreach

  • Additional Available Columns: Updated

  • Filters Available: Date created, and Lead Status


Creating a Leads Report

To create a Leads report, simply follow the instructions below:

  1. From the Docketwise dashboard, click the Create New ▼ button

  2. Choose the Report option

  3. Choose the Leads category

  4. Choose the specific Leads report that you would like to create


Applying Filters to Leads Reports

Once you have created a new report, you can add filters to your report.

In order to use a filter, simply select the filters that you would like to apply and click the Update button.


Adding Custom Columns to Leads Reports

All the different Leads Reports can be customized. In order to start customizing your Reports, you will first need to:

  • Navigate to the Report Type that you would like to customize

  • Click the ⚙️ Gear Icon

After clicking on the ⚙️ Gear Icon, you can then edit your Dashboard's columns by

  • Adding columns

  • Removing columns

  • Reordering columns

Adding Columns in Leads Reports

To add a column to a report, simply click the Checkbox for the column from the options under Available Columns and save your changes.

Removing Columns in Leads Reports

To remove a column from the Dashboard, simply unclick the Checkbox for the column from the options under Selected Columns and save your changes.

Reordering Columns in Leads Reports

To reorder your columns for the Dashboard, simply drag and drop the column values under Selected Columns and save your changes.


Exporting a Leads Report to a CSV File

You are able to export your report to a CSV file, which can then be saved.

In order to export the report, you will simply click the Export button, which will download the report to a CSV file.

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