Relevant to: Demand Acceleration Platform | Content Syndication | Event Lead Management | Webinar Integrations | Social Integrations
A Lead Report provides the field-level lead data for each lead (plus some platform generated data) and is typically used to:
- Review the lead data that has been uploaded to a Source.
- Identify trends, such as the most downloaded assets.
- Review why individual leads have been rejected.
| Access to some report types may be restricted within a user's permissions. You can read more about permissions in User Management Settings. If you are unsure about your permissions, speak with our Support team or your Customer Success Manager. |
In this article
Reading a Lead Report
When you generate a Lead Report in the Demand Acceleration Platform, you will receive an email prompt to download the report. Click the link to download the report in your selected spreadsheet format (either .xlsx or .csv). See Source Selection & Sidebars for details on where to adjust your spreadsheet format.
The dataset consists of:
- Data from leads uploaded to a Source(s).
- Demand Acceleration Platform data added when the associated Campaign/Source was created (see: the setup tabs in Build Basics).
- Systems data received from 3rd party inbound (ie. Social and Webinar integrations) and outbound API integrations (Marketo or Salesforce).
- Automatically generated metadata by the Demand Acceleration Platform.
The type of data exported usually contains: First Name, Last Name, Email, Timestamp, Lead ID.
Example: Lead Report
You can then use your spreadsheet software (eg. Excel, Numbers) to modify the columns to display the data in a way that best suits your reporting needs.
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| Reporting start and end dates are in UTC and based on the leads' Updated Timestamp. When generating a report, be sure to select a timeframe that includes the data you are looking to collect or review. |
Default report columns
This table lists all the columns that are included by default when exporting a Lead Report.
| Column | Description | Data Source |
| Lead ID | The unique ID automatically generated for each lead uploaded to a Source. | Automatically generated. |
| Created Timestamp | The date and time of when a lead was first created.
|
Automatically generated. |
| Updated Timestamp |
The date and time of when a lead was last edited and updated.
|
Automatically generated. |
| First Accepted Timestamp |
The date and time of when a lead was initially accepted by the Source.
|
Automatically generated. |
| Source Short ID | The automatically generated ID for the associated Source(s). | Automatically generated. |
| Source Alias | The name given to the associated Source(s). | User generated in the General Settings Tab. |
| Source Tag |
The tag added to an associated Source(s) (if one has been added). If no tag has been added, the cell will remain empty. |
User generated in the Terms Tab. |
| Campaign Name | The name given to the associated Campaign(s). | User generated in the General Settings Tab. |
| CPL | The value added as a Payout Amount. | User generated in the Terms Tab. |
| Status |
The status of each lead within the Demand Acceleration Platform, either Accepted or Rejected. See Status, Disposition, and Custom Reason for more information. |
Automatically generated. |
| Disposition Code |
A standardized value that helps to explain the reason behind a lead’s Status. See Status, Disposition, and Custom Reason for more information. |
Automatically generated. |
| Custom Reason |
Additional information about why the lead is placed in a certain Disposition Code. See Status, Disposition, and Custom Reason for more information. |
Automatically generated. |
| Media Partner Short ID |
The automatically generated ID for the associated Media Partner. |
Automatically generated, unique to your Media Partner. |
| [Source Form Fields] | Columns will be populated with the Source form fields and any uploaded data for each lead. | User generated in the Fields Tab. |
Customizing Lead Reports in the Fields Tab
You can customize which fields and data are exported in your Lead Report - this is done in the Report Fields tab when creating a new report.
For more information about how to customize your Lead Report, see Customizing Lead Reports - Fields.
Recommended Reading
- Creating Reports
- Generating & Scheduling Reports
- Customizing Lead Reports - Fields
- Report Types in the Demand Acceleration Platform