Leads Reports
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.
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
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