Add Custom Columns to a Person Report add-custom-columns-to-a-person-report

You can further filter the metrics in your person reports by using your smart lists as custom columns.

  1. Go to the Marketing Activities (or Analytics) area.

  2. Select your report and click the Setup tab.

  3. Drag over Custom Columns.

  4. Select the smart lists to use as report columns.

  5. You’ve done it! Click the Report tab to see your report with the new columns.

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    You can also Add Opportunity Columns to a Lead Report.
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