Leads Reports
1. Report Functions
The Leads Report feature allows you to refine and analyze your leads data for better tracking and decision-making. You can use the following functions:
Filtering Report
You can apply filters to extract specific data based on your requirements.
To view explanations on the different filter criteria, please refer to: 2. Filter Criteria
Click the "Filter" icon.
By default, multiple filter options are available.
If the required filter is not listed, click "Add Filter Option".
Select the filter options you need and click "Confirm".
Enter or select the filter criteria.
Choose the filter logic:
AND – All conditions must be met.
OR – Any one of the conditions can be met.
Then click "Search".
The report will display data based on your applied filters.
To reset an individual filter, click the "Reset" icon next to it.
To reset all filters, click the "Reset" button at the bottom.
Field Display Settings
You can customize which fields are visible in your report.
Click the "..." icon and select "Field Display Settings".
Click on a field to move it between "Displayed Fields" and "Hidden Fields".
Drag and arrange fields in the desired order.
Click "Confirm" to apply your changes.
Download Report
Export your leads report for offline review and analysis.
Click the "..." icon and select "Download".
A popup will appear, confirming that your report is being generated.
Click "Confirm" to proceed to the Download Center.
In the Download Center, you can view the status of the report and download the report in Excel format. For more details, refer to: Download Center
Sort Report
You can sort the leads report by the following criteria:
Last Update Time
Last Email Time
Last Call Time
Click on the column header to toggle the sort order:
A down arrow indicates descending order (latest values first).
An up arrow indicates ascending order (oldest values first).
2. Filter Criteria
Below are the available filter options you can use to narrow down your report results:
Name
Filter by lead name.
You don’t need to enter the full name—partial matches will also be shown.
Filter by lead's email address.
You don't need to enter the full email—partial matches will also be shown.
Phone Number
Filter by country code, phone number, or both.
Neither is mandatory— you can search using just the country code or just part of the phone number.
Create Time
Filter by the create time of the lead.
Filter based on preset time ranges: Today, Yesterday, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, Last 7 Days, Last 14 Days—or choose a custom date range.
Owner
Filter by lead owner using predefined options:
Clients assigned to me
Clients assigned to subordinates
Clients with no owner
You can also click "Select Other Owners" and select from a dropdown with three tabs: Users, Teams, and Roles.
Multiple selections allowed.
Lead Status
Filter by lead status.
You can select from:
Followed Up
Not Followed Up
No Intention
Intention
No Reponse
Incorrect Data
Multiple selections allowed.
Conversion Status
Filter by conversion status.
You can select from:
Converted
Not Converted
Multiple selections allowed.
Gender
Filter by gender: Female or Male.
Multiple selections allowed.
Nationality
Filter by nationality of the lead.
Multiple selections allowed.
Last Updated By
Filter by the last person who updated the client record or followed up with the client.
Search by name or email address from the dropdown menu.
Multiple selection allowed.
Last Update Time
Filter based on when the client record was last updated.
You can choose from preset options (Today, Yesterday, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, Last 7 Days, Last 14 Days) or set a custom date range.
Last Updated Details
Filter by the content of the last update.
Full or partial match supported.
Comment
Filter by the comment of the lead.
Partial matches are supported.
Source
Filter based on source.
You can choose "Contains", "Equals" or "Not Equals" and enter the source text.
Partial matches are supported; a full match is not required.
Participant
Filter based on the participants of the lead.
Select the participant(s) from the dropdown menu.
Multiple selections allowed.
Client Portal User
Filter based on the client portal user of the lead.
This applies to leads that have converted to a client.
Fill in the client portal name.
Partial matches are supported.
Custom Tags
Filter by custom tags assigned to leads.
Select tags from the dropdown menu.
Multiple selection allowed.
Last Email Time
Filter leads based on when the last email was sent.
You can choose from preset options: Today, Yesterday, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, Last 7 Days, Last 14 Days—or define a custom date range.
Last Call Time
Filter leads based on when the last call was made.
You can choose from preset options: Today, Yesterday, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, Last 7 Days, Last 14 Days—or define a custom date range.
Last updated