How to Set Up the Contact Leaderboard Report

The Contact Leaderboard template shows the leaderboard sorted by field values stored on the contact record.

Chart Tab for the Contact Leaderboard Report

From the chart tab you’ll see this chart type is Leaderboard.

Leaderboard is the only display type

We can choose whether or not to show the currency symbol next to the totals.

Select whether or not you want to display a currency symbol next to the totals

Options Tab

Now let’s go to the Options tab.

Now select the field you want to compare.

Select the field you want to compare

Then, we select the method for determining the leader.

select the method for determining the leader from the menu

Then we choose whether a high value or a low value should be shown at the top.

select whether high amounts or low amounts appear at the top

Then we select how many numbers we want returned.

how many leaders do you want to see? Up to 50

Criteria Builder Tab

For ultimate control and customization, use the criteria builder.

use the criteria builder to filter the report further

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