Reports enable users to make custom search queries to get personalized results, which can be exported as a CSV file. We will continue to add more query filters over the coming releases.
To create a new report, navigate to People in the sidebar, then click Reports.
There are two New buttons at the top of the page. The first one will create a new report, and the second will create a new report folder. Reports can be seen by all the LiveHive users in your subscription, just like email templates, call scripts and SmartPaths. However, when you choose to run a report, it is only using your individual user's data.
You may want to create some folders right away to keep reports organized. In the example below, there are folders for different types of reports - Company, Contacts, Opportunities, SmartPaths, and Tasks.
Create a Report
To create a new report, click the first New button.
The Create Report window will open. Click Add Condition to determine your first condition for the report.
Choose the type of data you want to generate a report of. In the example below, the report will show all contacts whose last activity is email.
Once you've determined the main condition, the option of a sub-condition will appear. If applicable, click Add sub-condition to narrow down your query.
In this example, the sub-condition is the date of the last activity is less than or equal to 1 month ago. So, the report will show all contacts who the user has emailed within the last month.
Once you're done setting up conditions, title the report, choose a location (Top Level Folder is not inside a folder, or choose from existing report folders), then click Create Report.
Once created, you will see the new report in the list of reports.