Event List by Month with Lead Source

This page is part of our Insights Library. For more information about adding this report to your account or to see other reports, please see the library page.


Description

This report will give a list of events with their respective lead source and account name broken out by month.

User Parameters

  • User will select a date range based on the event's start date.
  • User can select one (or many) Lead Sources to run the report on.
  • User can filter which event statuses to include in the report.

Grouping

This report is grouped by the month and year of the event’s start date.

Filtering

This report is filtering out lost or canceled events.