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How Do I Customize My CloudCMA Report?

Customizing your CloudCMA Report happens within the CloudCMA system.

The fine folks over at CloudCMA wrote an article on how to customize your CloudCMA reports.

You can access the CloudCMA instructions here.

STEP 1:  Step 1: Click “Edit button” on an existing report.

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STEP 2:  Click “Customize Tab” located on the black bar.

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STEP 3:  Customize the report with the criteria you would like to setup for reports made via Lead Gen.

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STEP 4:  Locate and click on “One-click reports”.

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STEP 5:  Click “Add a new Report”.

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STEP 6:  Title the new One-Click report “web lead”.

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STEP 7:  Click “Save these Pages”.

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STEP 8:  Click “Publish” to save changes to the report.

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If you have any additional question on customizing your CloudCMA reports, please contact the CloudCMA Support Team here.

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