Using the blue menu on the left-hand side of the screen, click on “Inbox”.
In the Inbox area that displays all leads and cases, locate the Layout setting at the top of the section.
Creating a New Layout Click on the pencil icon located to the right of the Layout dropdown. A new screen will open up where you will be able to select the fields to include in your new custom Layout. By default, the Add Note, First Name, Last Name, and Phone fields will be included and cannot be removed since this Layout will be used primarily in the Inbox. Under the “Available Fields” you can select any of the system’s default fields to add. You can also choose Intake/Case Form fields from a specific case type. Use the “ > ” button in the middle to add selected fields to the Layout. Please note that we do not recommend adding more than 10 fields for a Layout that will be used in the Inbox as this may cause screen display issues where some of the columns may be cut off.
Once you’ve selected all fields to include in the Layout, you will need to give the new Layout a name. In addition, if you are an administrative user and would like for all users of the portal to be able to see and use this new Layout, you will want to select the “For All Users” checkbox. Click the “Save” button to create the new Layout.
Once created, you should refresh the Inbox screen so that you can see the new Layout under the dropdown and apply it.
Editing/Deleting Layouts First, from the Inbox screen, click on the pencil icon to the right of the Layout dropdown. When the new screen opens up, scroll down until you see the “Lead Inbox Layouts” section. A list of all Layouts available to you will be displayed. To edit an existing Layout, click on the green pencil icon. To delete a Layout, click on the red trash bin icon. Please note that deleted Layouts cannot be restored.
Custom Report
Using the blue menu on the left-hand side of the screen, click on “Reports”. Only users with the Reports user permission will have access to this screen.
Navigate to the “Custom Report Builder” page.
Creating a Report Layout Any Inbox Layouts can be used to run a Custom Report, however, in this page you will also be able to create a new Layout under the “Customize Your Report” section. For more information regarding how to build a custom layout, please see step 3 under Inbox Layoutsabove. Unlike creating an Inbox Layout, the Add Note, First Name, Last Name, and Phone fields will not be included since this new Layout will primarily be used for reporting.
Running a Custom Report To run a Custom Report, scroll to the top of the page and locate the “Custom Report” section. First, use the “Select Your Layout” dropdown to choose the Layout that will be used in the report. You can also apply any filters available in this section to narrow down the results of the report. Once all settings are configured, click on the “Export to Excel” button to download the report to your computer.
If you would like to schedule this report so that it is automatically delivered, click on the “Schedule Report” button. In the small pop-up that appears, you will be able to give the report a name, select the delivery frequency, the time of day when the report should be delivered, and enter the email addresses of any individuals who should receive this report. Lastly, click the “Save” button to schedule the report.
Editing/Deleting Report Layouts In the Custom Report Builder page, scroll down until you see the “Report Layouts” section. A list of all Layouts available to you will be displayed. To edit an existing Layout, click on the green pencil icon. To delete a Layout, click on the red trash bin icon. Please note that deleted Layouts cannot be restored.
