How to Create a Report to Show Contacts Added by Scan

1. Access the Report Builder

• Navigate to the Reports Tab: Go to the "Reports" tab in your Salesforce interface. If you don't see this tab, use the App Launcher (grid icon) to find and select "Reports."
• Click on ‘New Report’: In the Reports tab, you will find a button labeled "New Report." Click on it to open the Report Builder.

2. Choose Report Type

• Select Report Type: In the Report Builder, you'll see a list of report types. Search for "Contacts." Select the report type and click "Start Report."

3. Configure Report Filters

Add the "Created By eContacts" Filter: To filter contact records added using the Scan app and Scanning Queue, in the "Add filter..." search box, search for "econtacts" and select "Created By eContacts". Make sure that "Created By eContacts" is set to "True", then click "Apply".

4. Run and Preview Your Report

• Run Report: Click the "Run Report" button to see how your report looks.

5. Save Your Report

• Save Your Report: Once satisfied with the setup, click "Save" to name your report and choose the folder where you want it saved.

Here is a step-by-step guide to generate a report that displays contact records created using the Scan app and added via the Scanning Queue.

How to Create a Report to Show Leads Added by Scan

1. Access the Report Builder

• Navigate to the Reports Tab: Go to the "Reports" tab in your Salesforce interface. If you don't see this tab, use the App Launcher (grid icon) to find and select "Reports."
• Click on ‘New Report’: In the Reports tab, you will find a button labeled "New Report." Click on it to open the Report Builder.

2. Choose Report Type

• Select Report Type: In the Report Builder, you'll see a list of report types. Search for "leads." Select "Leads" and click "Start Report."

3. Configure Report Filters

• Add the "Created By eContacts" Filter: To filter lead records added using the Scan app and Scanning Queue, in the "Add filter..." search box, search for "econtacts" and select "Created By eContacts". Make sure that "Created By eContacts" is set to "True", then click "Apply".

4. Run and Preview Your Report

• Run Report: Click the "Run Report" button to see how your report looks.

5. Save Your Report

• Save Your Report: Once satisfied with the setup, click "Save" to name your report and choose the folder where you want it saved.

Here is a step-by-step guide to generate a report that displays lead records created using the Scan app and added via the Scanning Queue.