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Get lead status change report

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Get a lead status change report.

The date range is optional. A report may be requested for a specific time period or overall. You can specify either a query or smart_view_id (but not both) to filter leads included in the report.

The following fields are returned (when requesting an overall report, some inapplicable fields will not be returned):

  • status_overview: A list of all statuses with:
    • status_id, status_label, status_is_deleted: The ID and label of the status, and whether it was deleted.
    • started: Number of leads in this status at the start of the period.
    • ended: Number in this status at the end.
    • change: Net change during the period (ended minus started).
    • change_percent: Net change in percent.
    • gained: Number that were not in this status at the beginning but were at the end.
    • lost: Number that were in this status at the beginning but were not at the end.
    • entered: Number that entered this status at some point during the period.
    • left: Number that left this status at some point during the period.
    • _queries: A dictionary containing search queries for the different states (started, ended, gained, lost, entered, left).
    • _leads_page_urls: A dictionary containing paths to the lead search UI page.
  • status_transitions: A list of all status transitions (aggregated by start/end status) for the given period with:
    • from_status_id, from_status_label, from_status_is_deleted: Starting status (null for created leads).
    • to_status_id, to_status_label, to_status_is_deleted: Ending status.
    • count: The number that transitioned.
    • _query: The search query for those records.
    • _leads_page_url: Path to the search UI page.
  • status_transitions_summary: Status transitions summarized for the period. E.g. a lead that went A→B→C is counted as A→C.

Authentication

AuthorizationBasic
Use your API key as the username and leave the password empty.
OR
AuthorizationBearer

Bearer authentication of the form Bearer <token>, where token is your auth token.

Path parameters

org_idstringRequired

Query parameters

date_startstringOptional
date_endstringOptional
querystringOptional
smart_view_idstringOptional

Response

Successful response

Errors

400
Bad Request Error
401
Unauthorized Error
404
Not Found Error