Kinamu: Lead Source Report

[citapinc]

I'm working with Kinamu Report writer and I'm simply trying to get a report that shows for each sales rep the total leads by lead source and status.

For example, the report should show:
mflorez Website Dead 10
mflorez Website In-Process 4
mflorez Website Converted 3
mflorez Total Leads 17

mflorez moving.com Dead 45
....

Within Kinamu Reporter Writer I have the fields in place (User Name, Lead Source, Status) and I can get the list of all the leads with no problem. But once I set Lead Source or Status to count, all I get is a blank report.

What is the best way to get a count of records and group by a field?

[christianknoll]

(1) Select Leads as module
(2) drag over Lead->assigned User->Username
(3) drag over Lead->Leadsource
(4) drag over Lead->Status
(5) drag over LEAD->ID and rename the field to count
(6) set "Group By" to "yes" for the first three fields
(7) set the function to ciunt on the ID (count)
(8) save the Report.

Result looks like the screenshot attached and what you are looking for.

christian.

I'm working with Kinamu Report writer and I'm simply trying to get a report that shows for each sales rep the total leads by lead source and status.

For example, the report should show:
mflorez Website Dead 10
mflorez Website In-Process 4
mflorez Website Converted 3
mflorez Total Leads 17

mflorez moving.com Dead 45
....

Within Kinamu Reporter Writer I have the fields in place (User Name, Lead Source, Status) and I can get the list of all the leads with no problem. But once I set Lead Source or Status to count, all I get is a blank report.

What is the best way to get a count of records and group by a field?

[citapinc]

ChristianKnoll, thanks for the detailed answer!!

I was able to get the counts, perfect. How, the client wants totals at the bottom for each lead source. When I click on List Options->List Type, the only option is Standard. Group with Summary is turned off. How do I enable these other List Types?

Also why does your Kinamu look different than mine?

[christianknoll]

The grouped View (see Screenshot - also added two charts) is a feature of the premium (commercial) version we offer. The basic (free) edition does not have that feature.

Why it looks different - a different Theme including some of our internal social functions and enhancements.

christian.

ChristianKnoll, thanks for the detailed answer!!

I was able to get the counts, perfect. How, the client wants totals at the bottom for each lead source. When I click on List Options->List Type, the only option is Standard. Group with Summary is turned off. How do I enable these other List Types?

Also why does your Kinamu look different than mine?

[citapinc]

I went to your website to see the pricing of your report writer but it wasn't there. How much is the report writer?

[christianknoll]

Send us your contact details to office@kinamu.com

I went to your website to see the pricing of your report writer but it wasn't there. How much is the report writer?