Pulse Report Builder
Route: /org/marketing/reports · Permission: Open the Pulse report builder (view) / Manage saved reports
Module: mkt_pulse_reports · Menu: Pulse Reports (under Marketing Suite)
1. What the Pulse Report Builder is
A drag-and-drop report designer over the selected project's CRM. You choose the dataset (Leads, Deals, Contacts or Activities), drag fields into Rows, Columns, Measures and Filters, press Run, and read the result as a pivot table or a chart. Any number is clickable — leads, deals and contacts open their own detail pages. Reports can be saved for reuse, privately or shared with the project.
It is the same builder as Task Reports and its siblings, pointed at CRM data.
| Pulse Report Builder | Lead Analytics | |
|---|---|---|
| Questions it answers | The ones you compose | Five fixed report tabs |
| Grouping | Your choice (up to 3 dims + a pivot column) | Fixed |
| Saved | Yes — private or project-shared | No |
| Freshness | Live query at run time | Pre-aggregated materialized views |
Lead and contact emails/phones are excluded from the report catalog entirely — they cannot appear in any grouping, filter, drill-down or export. Names and companies show (the same fields the lead list itself displays).
2. How a report is put together
A deal has no status of its own — its stage's type (open / won / lost) is the outcome. The Stage Type, Won and Closed fields encode that; Weighted Value multiplies the amount by the stage's probability, exactly as the pipeline board does.
3. Building and running a report — step by step
Step 1 · Pick the dataset
Leads (sources, statuses, grades, owners, scores, value, conversion), Deals (pipelines, stages, amounts, weighted value, close dates), Contacts (lifecycle, sources, companies) or Activities (calls/emails/meetings by type, direction, outcome, duration). Switching clears the canvas (the page asks first).
Step 2 · Drag fields into the zones
Filter pickers offer the project's own pipelines, statuses (across all pipelines), sources and grades, plus fixed vocabularies for lifecycle stages, capture channels, stage types, priorities and activity types/outcomes. UTM campaign/source and geography are free-text dims with contains filters.
Step 3 · Run, read, drill
- Table — pivot with totals; two or more row dimensions become collapsible groups with subtotal rows.
- Chart — bar (stacked with a pivot column or a second row dimension), line (best with a date grain), pie.
- Drill-down — click any number: a drawer lists the matching records, and the name links to
the lead (
/org/marketing/leads/…), deal or contact detail page. Activity drill-downs link to the activity's lead.
Step 4 · Save, share, templates, export
Identical to the other builders: private saves with a Share with project toggle, Save as,
a Templates menu (Leads by Month × Source, Owner Leaderboard, Conversion Time by
Source, Pipeline Value by Stage, Deals Won vs Lost, Activities by Type…), CSV download,
and print-to-PDF. Templates are linkable — /org/marketing/reports?template=<key> opens the
builder with the template loaded and already run; the Open in Report Builder button on the
fixed Lead Analytics page uses exactly this.
4. Field reference
| Dataset | Dimensions | Measures | Notable filters |
|---|---|---|---|
| Leads | Lead, Company, Status, Status Category, Closed Status, Pipeline, Source, UTM Campaign/Source, Captured Via, Lifecycle Stage, Grade, Owner, Queue, City, Country, Currency, Converted, Created/Converted/Last Contact/Next Action date (grain) | Count, Distinct leads, Sum/Avg Deal Value, Avg Lead Score, Sum SLA Breaches, Avg Days to Convert | Name contains, Tags (has any of / has tags / has no tags) |
| Deals | Deal, Stage, Stage Type (open/won/lost), Pipeline, Owner, Priority, Currency, Won, Closed, Created/Expected Close/Actual Close date (grain) | Count, Sum/Avg/Min/Max Amount, Sum Weighted Value, Avg Days to Close | Title contains |
| Contacts | Contact, Company, Lifecycle Stage, Source, Owner, Converted from Lead, City, Country, Created date | Count | Any dimension |
| Activities | Activity Type, Direction, Outcome, Performed By, Lead, Performed date (grain) | Count, Sum/Avg Duration (min) | Any dimension |
Semantics worth knowing
| Field | Meaning |
|---|---|
| Converted | The lead's conversion timestamp is set (the conversion action stamps it) |
| Days to Convert | converted_at − created_at, in days — unconverted leads are excluded from averages |
| Grade | The raw grade code on the lead (A/B/C/…); grading rules live in Lead Settings |
| Weighted Value | amount × stage probability ÷ 100 |
| Status | Statuses belong to a pipeline — the filter picker lists every pipeline's statuses |
5. The admin contract
| Prerequisite | Without it |
|---|---|
| Open the Pulse report builder permission | No access to the page |
| Pulse Reports menu permission | No sidebar entry |
| Manage saved reports permission | Run and export only — no Save / Share / Delete |
| A selected project with leads | Empty datasets |
| Pipelines/statuses/sources configured | Leads group under (none) |
| Stage probabilities set | Weighted Value equals zero |
6. Downstream
Read-only over CRM data. The only thing a report writes is its own saved definition. Shared
reports are also readable (and runnable) through the Orbit public API
(developers.<your-domain> — Orbit Pulse → Pulse Reports, scope pulse:report:read, shared
reports only, no emails/phones by catalog). Private reports are never exposed there.
7. Don't confuse this with…
| Screen | Route | Shows |
|---|---|---|
| Pulse Report Builder (this page) | /org/marketing/reports | Reports you compose, live-queried |
| Lead Analytics | /org/analytics/lead | Five fixed tabs on pre-aggregated views (velocity, SLA, quality scores) |
| Leads board | /org/marketing/leads | Individual leads, actionable |
| Deals board | /org/marketing/deals | Individual deals, actionable |
| Task Reports | /org/tasks/reports | The same builder over tasks |
8. Troubleshooting
| Symptom | Cause |
|---|---|
| Numbers differ from Lead Analytics | Lead Analytics reads pre-aggregated snapshots; the builder queries live rows — and some analytics measures (velocity, SLA, win probability) do not exist here |
| Days to Convert is empty | The report includes unconverted leads — add Converted = Yes |
| Weighted Value is zero | The stages have no probability set |
| A lead counts under (none) status | It has no status, or its status was deleted |
| Grade shows (ungraded) | The lead has no grade code yet |
| Run is disabled | A report needs at least one row/column dimension and one measure |
| A filter seems ignored | It has no value yet — half-filled filters are skipped, not applied |
| A saved report is read-only | Shared by someone else — Save as makes your own copy |
Related
- Lead Analytics — the fixed dashboards
- Leads list — where drill-downs land
- Task Report Builder — the same builder over tasks