Hello everyone,
We have built a cadence which is connected to the Leads module. There are 11 steps in total, 7 are automatic emails and 4 are tasks for the Lead owners.
As admins, we have access to this (very nicely made) 'View Reports' tab where we can see the analytics of let's say the emails, how many were opened, clicked, bounced etc with their according percentages etc.
We would like to be able to share these reports with the rest of the team who have different roles and are not admins and don't even have access to the Cadences tab, ideally as a custom report in the their home-page dashboard.
We tried to create custom reports with main module the 'Leads' module and secondary the 'Cadence'. However, a lot of 'fields' are missing, as far as I can see, for example I can't find the corresponding fields for 'Bounced', 'Unsubscribed' etc.
What's the best approach to achieve this?
Thank you in advance
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