Per-Object Reports
The standard report templates available per object, what each shows by default, and filters worth applying to them. For building reports from scratch, see the Advanced Reporting Guide.
On this page:
Fields and filters
The Report Fields section lists the fields you can add to the report you are viewing. Drag them into either the Report Filters and Parameters section or the Preview Grid. These are the same fields offered when you click Add a Filter Row.
Filters are applied through quick filters or basic filters. Once two or more filters combine “and” with “or”, the order of evaluation decides what comes back, so see the filter logic section of the Advanced Reporting Guide.
Lead reports
Lead Report
Details of lead records. Default columns: First Name, Last Name, Converted Opportunity Name, Date Converted, User Responsible.
| To see | Filter |
|---|---|
| Leads assigned to me | Filter By Records by Owner, Value Just My Leads |
| Leads marked as converted | Filter By Converted, Operator is checked |
Lead Activity Report
Activities leads have engaged in. Default columns: Lead First Name, Lead Last Name, Activity Name, Activity Type. Default filters: Records by Owner set to All Leads, and Filter Date Field set to Date Created with a range of This Quarter.
| To see | Filter |
|---|---|
| Leads with a status of Sent | Filter By Status, Operator equal to, Value Sent |
| Leads scoring above 0 | Filter By Lead Rating, Operator greater than, Value 0 |
Lead Lifecycle Report
A lead, the opportunity linked to it, and the project linked to that opportunity. Default columns: Full Name, User Responsible, Lead Source, Converted Opportunity, Opportunity Bid Amount, Opportunity User Responsible, Project Name, Project User Responsible, Project Date Started, Project Completed Date.
| To see | Filter |
|---|---|
| Leads sourced from Demo Request | Filter By Lead Source, Operator equal to, Value Demo Request |
| Leads whose opportunity bid exceeds 10,000 | Filter By Opportunity: Bid Amount, Operator greater than, Value 10,000 |
Lead Stage Duration Report
How long leads spend in each pipeline stage. Shows every lead from the past quarter, which stages each has been in, and the days spent in each, along with the date and time each stage started, the stage name, and who changed it.
Go to Reports > Standard Reports > Lead Reports and select Lead Stage Duration Report. It defaults to all leads this quarter, grouped by Full Name. Lead standard and custom fields are available as filters. Modify the template and click Save, or run it first and save afterwards.
ℹ️ Pipeline Name always displays as “Lead Status” on this report, and is not available as a filter option.
Task reports
Fields available on task reports, either as columns or filters: Assigned By User, Assigned To Team, Category, Completed, Completed Due Date Difference, Created By User Name, Current Pipeline, Current Pipeline Stage, Date Assigned, Date Completed, Date Created, Date Due, Date Linked, Date Reminder, Details, Link Name, Link Type, Owner Name, Percent Complete, Priority, Recurrence, Start Date, Status, Task Title, TaskID, User Responsible, Linked Items fields, and task custom fields.
Task Report
Details of tasks in the account. Default columns: Task Title, Date Created, Due Date, Status, Percent Complete.
| To see | Filter |
|---|---|
| Tasks assigned to one user | Filter By User Name, Operator equal to, Value the user’s name |
| Completed tasks | Filter By Status, Operator equal to, Value COMPLETED |
Task Linked Items Report
Tasks and the records they link to. Default columns: Task Title, Link Type, Link Name, Date Linked, Task Date Due, Task Status, Task Percent Complete. Default filters: Records by Owner set to All Tasks, and Task Date Created set to This Quarter. Summary field: Task Title.
| To see | Filter |
|---|---|
| Tasks linked today | Filter Clause Date Linked, Operator equal to, Value today |
| Tasks linked to contacts | Filter Clause Link Type, Operator equal to, Value Contacts |
Task Comment Report
Comments on tasks. Default columns: Task ID, Task Name, Responsible User, Comment Owner, Comment Body, Comment Date Created.
| To see | Filter |
|---|---|
| Comments by a specific author | Filter Clause Task Comment Author |
| Comments created today | Filter Clause Task Comment Date Created, Operator equal to, Value today |
Project reports
Project Stage Duration Report
How long projects spend in each pipeline stage. Shows every project from the past quarter, the stages it has been in, and days spent in each, plus the date and time each stage started, the pipeline and stage names, and who changed the stage.
Go to Reports > Standard Reports > Project Reports and select Project Stage Duration Report. It defaults to all projects this quarter, grouped by Project Name. Opportunity standard and custom fields are available as filters. Modify the template and click Save, or run it and save afterwards.