People by Status Report people-by-status-report

Review how well you’re moving people through the process by checking how many of them appear in each Person Status value every month.

  1. Create a report and select the People by Status report type.

  2. Set the time frame of your report and click the Report tab.

  3. Great! Now you can see how many people were in each Person Status, from month to month.

    note tip
    TIP
    Click the plus (+) to expand each month and see the specific numbers for each person status.
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    Use a smart list to filter your report to specific people.
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