Skip to main content
All CollectionsApsis LeadReports
How to create a Report
How to create a Report
A
Written by Angelika Nilsson
Updated over a week ago

In APSIS Lead you have the possibility to make a report that automatically sends out an e-mail to one or more users that you have in your APSIS Lead account, that gives you a list of all the visitors that have matched a filter that you have made.

In order to make a report, you first of all need to go to Visitors > Handle Reports. Once in, press Create New to set up a new Report.


In the configuration of the report, you can do the following:

  • Report name = The name of the report (that will show up as the subject line in your inbox)

  • Match filter = choose the Filter that you have made that you want to have automatic reports about

  • Sites = if you are tracking multiple sites in your Lead-account, choose the site(s) that you want to have reports from

  • Recipients = choose the user(s) that should receive the report via e-mail

  • Format = HTML is recommended, you can however choose RSS, Text & PDF is that is more of your liking

  • Send every = select the day(s) that you want to receive the report on (the "logic" behind this works so that all visitors that got stuck in your filter on Monday will be sent out in a report on Tuesday and so forth)

  • Other settings = choose if the report should be activated or not and if it should be private (only you as a user can see it) or not.

  • Export settings = if you want to, you could have an attached Excel/CSV-file included in your report

Once you are happy with your settings, press Save and the report will be activated!


Did this answer your question?