"Well, what is the difference between a report and a query?" you may ask. For one, reports are run in the background and queries are run in the UI. If you find yourself using the Leads tab to run a "report," it is actually a query. Are you troubled with slow loads on your Leads page when trying to download a list? Try the Reports tab to get the info quickly!
Have you ever tried running a query and ended up with a 504 error? This is because running queries in the UI allows for timeouts. Every 2 minutes the lead system refreshes which causes the timeout. For small queries this is okay, but with bigger data sets, you will run into a problem. As mentioned previously, reports run in the background. This means that a report can run for hours and hours and not time out like queries do. Reports are more efficient, flexible and save you time and headaches.
The Reports tab can look a bit confusing at first. The smart way to generate a report would be to select which report you want to use, then select Vendor and finally, Time Period. Timed reports are a major help for many reasons. These reports let you select what data you would like sent to you on a recurring basis. Timed reports are a great way to stay on top of what is going on in your lead system and have so many different use cases that help. If there is a specific use for reports or timed reports that you would like but are not seeing, ask for a custom report and we’ll set one up for you!