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Creating Custom Reports

I'm struggling to figure out how to send an automated report of the view I want. It seems intuitive that if you can save a PDF of a view, you should also be able to generate an automated report of that view, but this doesn't appear to be the case. Does anyone know if it's possible to send an automated report of leads captured from a specific channel? I'd like to provide my clients with the names of these leads and not just the number of leads.

I could manually download and send these, but I am noticing when I download the PDF there is a question mark inside of a diamond next to my client's name. I don't understand where this is coming from or why it's there. It just looks really unprofessional and I can't use the reports until this is gone. Any advice?

Posted Mon Apr 4 2016 7:50a by builderdes***


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