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Customizing Lead Reports - Fields

Caryl Carpenter
  • Updated

Relevant to: Demand Acceleration Platform | Content Syndication | Event Lead Management | Webinar Integrations | Social Integrations

Lead Reports will automatically add the field data that is associated with the first Source that was added to a report. However, you can customize which fields and data are exported by adding and removing fields in Insights > Fields tab. 

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.

 

 

Accessing the Lead Report Fields Tab

1. In the Demand Acceleration Platform, navigate to Insights > Reports.

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2. Create a new lead report or open an existing one.

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3. Click on the Fields tab.

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4. This will open the Field mapping interface.

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Field mapping columns

This table summarizes the columns in the field mapping interface:

Column Description
Field

The values here represent the Campaign/Source fields in the Demand Acceleration Platform, which have data incoming from a particular channel.

  • The name displayed here corresponds to the Field Name section on the Fields tab.
Output

The values here will form the column titles in the Lead Report.

  • These are automatically populated with the Field Name, but can be edited.
Custom

Select Custom Field under the Field column to add additional details to your Lead Report (eg. static text values, available token data or advanced coding / liquid markup).
List Name

The values here are pulled directly from the Fields tab to show any lists that are being used to standardize inbound data on the corresponding field.
Map

Select the name of the list mapper to export alternative list values in the Lead Report.

 

 

Removing fields from a Lead Report

If you do not wish to export a field in a Lead Report, you can use the cross icon to delete the field row.

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Adding more fields to a Lead Report

1. Add a new field row by selecting Add Field.

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2. Under the Field column, click the dropdown menu. This will list the available fields from all of the Sources associated with this report.

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If Field Names vary between Sources, you may see multiple field rows corresponding to the same fields (eg. FirstName and FName).
To combine data for these inconsistent field names into one column, see Using Custom Fields. Using consistent Field Names and lists while building Sources is a best practice to streamline your lead data.

 

3. The Output column, add a name that will be used as the column title in the report.

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Working with fields that utilize lists and mappers

If a field uses a picklist, the integration mapping field row will automatically display the relevant list in the List Name column.

You can then assign a mapper to the field in the Map column. The mapper will translate the field values into those on the mapped list. See more in the Lists & Mappers section.

If the associated list changes after the integration is set up, you can update the list shown by reselecting the field name in the Field column . 

 

Example: mapped list

  • The list field asset_title is collecting the title of content assets from values on a picklist FY19Q4 Assets.
  • The asset title values on the FY19Q4 Assets list will be translated into the corresponding asset code using the mapper Asset name > codes.
  • The asset code value from the Asset name > codes mapper will be exported into the report column titled Asset Title.

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Using Custom Fields

You can use Custom Fields to have greater control over how data is exported in your report. For example, you can add new values (either static values or with tokens or liquid markup) to be exported in the report and you can combine multiple fields into one column.

 

1. Under the Field column, select Custom Field. 

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2. In the Output column, add a name that will be used as the column title in the report.

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3. In the Custom column, add your custom field value as either a static value (to pass a fixed value), a token (to pass a dynamic value) or liquid markup (for more advanced customization needs).

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Add a Static Value

Used to add a fixed value to a report column.

Example: Using Static Values

  • The value Integrate will be added to the report column titled Comments.

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Add a Token

Used to pass dynamic values to a report column. See Customizing Lead Reports - Available Tokens for more details.

Example: Using Tokens

  • The token {{publisher.Id}} in the Custom column will export the Publisher ID (eg. 1AB23C) value in the report column titled Publisher ID.

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Add Liquid Markup

Use Liquid Markup to further customize how data is exported in a Lead Report. See Customizing Lead Reports - Liquid Markup for more information.

Example: Using Liquid Markup

  • The Field column has been set to Custom Field in the first two rows and liquid markup {{ lead.Field |Escape|Capitalize }} added to the Custom column.
  • This will ensure that the first letter of the First Name and Last Name values is always capitalized when exported in the Lead Report.

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Recommended Reading

 

For more help, get in touch with our Support Team or your Customer Success Manager.

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