# Leads Reports

### <mark style="color:red;">1. Report Functions</mark>

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:

<details>

<summary>Filtering Report</summary>

1. You can apply filters to extract specific data based on your requirements.

2. To view explanations on the different filter criteria, please refer to: [#id-2.-filter-criteria](#id-2.-filter-criteria "mention")

3. Click the **"Filter"** icon. \\

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4. By default, multiple filter options are available.

5. If the required filter is not listed, click **"Add Filter Option"**.\\

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6. Select the filter options you need and click **"Confirm"**.\
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   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Ff8L8mCtPT686wrBK4ElL%2Fimage.png?alt=media\&token=c548fd4e-dc2d-4476-9c3c-d72b05e1ab89)\\

7. Enter or select the filter criteria.&#x20;

8. Choose the filter logic:
   * **AND** – All conditions must be met.
   * **OR** – Any one of the conditions can be met.

9. Then click **"Search"**.\\

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10. The report will display data based on your applied filters.

11. To reset an individual filter, click the **"Reset"** icon next to it.

12. To reset all filters, click the **"Reset"** button at the bottom.\\

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</details>

<details>

<summary>Field Display Settings</summary>

1. You can customize which fields are visible in your report.
2. Click the **"..."** icon and select **"Field Display Settings"**.\\

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3. Click on a field to move it between **"Displayed Fields"** and **"Hidden Fields"**.
4. Drag and arrange fields in the desired order.&#x20;
5. Click **"Confirm"** to apply your changes.\
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   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FlkYfUydfJPeoThOpYRYT%2Fimage.png?alt=media\&token=435c250f-9805-42c9-9867-96f57a884d51)\\

</details>

<details>

<summary>Download Report</summary>

1. Export your leads report for offline review and analysis.

2. Click the **"..."** icon and select **"Download"**.\\

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3. A popup will appear, confirming that your report is being generated.

4. Click **"Confirm"** to proceed to the Download Center.\
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   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FNDO6eGpQf55gljQNmrzv%2Fimage.png?alt=media\&token=36117dd4-8d0d-4e9e-b40e-a271aab7e306)\\

5. 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](https://reference-guide.gitbook.io/crm-back-office-user-guide-full/18.-other-functionalities/download-center "mention")

</details>

<details>

<summary>Sort Report</summary>

1. You can sort the leads report by the following criteria:
   1. Last Update Time
   2. Last Email Time
   3. Last Call Time
2. Click on the column header to toggle the sort order:
   1. A down arrow indicates descending order (latest values first).\\

      <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FXy8fMiBD3fdVY9mlMkXR%2Fimage.png?alt=media&#x26;token=b45f0d13-117a-49b9-943e-806c5b45deee" alt=""><figcaption></figcaption></figure>
   2. An up arrow indicates ascending order (oldest values first).\\

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</details>

### <mark style="color:red;">2. Filter Criteria</mark>

Below are the available filter options you can use to narrow down your report results:

<table data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><strong>Name</strong></td><td><ul><li>Filter by lead name. </li><li>You don’t need to enter the full name—partial matches will also be shown.</li></ul></td></tr><tr><td><strong>Email</strong></td><td><ul><li>Filter by lead's email address. </li><li>You don't need to enter the full email—partial matches will also be shown.</li></ul></td></tr><tr><td><strong>Phone Number</strong></td><td><ul><li>Filter by country code, phone number, or both. </li><li>Neither is mandatory—<br>you can search using just the country code or just part of the phone number.</li></ul></td></tr><tr><td><strong>Create Time</strong></td><td><ul><li>Filter by the create time of the lead. </li><li>Filter based on preset time ranges: <em>Today</em>, <em>Yesterday</em>, <em>This Week</em>, <em>Last Week</em>, <em>This Month</em>, <em>Last Month</em>, <em>This Quarter</em>, <em>Last Quarter</em>, <em>Last 7 Days</em>, <em>Last 14 Days</em>—or choose a custom date range.</li></ul></td></tr><tr><td><strong>Owner</strong></td><td><ul><li><p>Filter by lead owner using predefined options:</p><ul><li><em>Clients assigned to me</em></li><li><em>Clients assigned to subordinates</em></li><li><em>Clients with no owner</em></li></ul></li></ul><ul><li>You can also click <strong>"Select Other Owners"</strong> and select from a dropdown with three tabs: <em>Users</em>, <em>Teams</em>, and <em>Roles</em>. </li><li>Multiple selections allowed.</li></ul></td></tr><tr><td><strong>Lead Status</strong></td><td><ul><li>Filter by lead status. </li><li><p>You can select from: </p><ul><li>Followed Up </li><li>Not Followed Up </li><li>No Intention</li><li>Intention </li><li>No Reponse</li><li>Incorrect Data</li></ul></li><li>Multiple selections allowed.</li></ul></td></tr><tr><td><strong>Conversion Status</strong></td><td><ul><li>Filter by conversion status. </li></ul><ul><li><p>You can select from: </p><ul><li>Converted </li><li>Not Converted</li></ul></li><li>Multiple selections allowed.</li></ul></td></tr><tr><td><strong>Gender</strong></td><td><ul><li>Filter by gender: <em>Female</em> or <em>Male</em>. </li><li>Multiple selections allowed.</li></ul></td></tr><tr><td><strong>Nationality</strong> </td><td><ul><li>Filter by nationality of the lead.</li><li>Multiple selections allowed.</li></ul></td></tr><tr><td><strong>Last Updated By</strong></td><td><ul><li>Filter by the last person who updated the client record or followed up with the client. </li><li>Search by name or email address from the dropdown menu. </li><li>Multiple selection allowed.</li></ul></td></tr><tr><td><strong>Last Update Time</strong></td><td><ul><li>Filter based on when the client record was last updated. </li><li>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.</li></ul></td></tr><tr><td><strong>Last Updated Details</strong></td><td><ul><li>Filter by the content of the last update. </li><li>Full or partial match supported.</li></ul></td></tr><tr><td><strong>Comment</strong></td><td><ul><li>Filter by the comment of the lead. </li><li>Partial matches are supported.</li></ul></td></tr><tr><td><strong>Source</strong></td><td><ul><li>Filter based on source. </li><li>You can choose <strong>"Contains", "Equals"</strong> or <strong>"Not Equals"</strong> and enter the source text. </li><li>Partial matches are supported; a full match is not required.</li></ul></td></tr><tr><td><strong>Participant</strong></td><td><ul><li>Filter based on the participants of the lead. </li><li>Select the participant(s) from the dropdown menu. </li><li>Multiple selections allowed.</li></ul></td></tr><tr><td><strong>Client Portal User</strong></td><td><ul><li>Filter based on the client portal user of the lead. </li><li>This applies to leads that have converted to a client. </li><li>Fill in the client portal name. </li><li>Partial matches are supported. </li></ul></td></tr><tr><td><strong>Custom Tags</strong></td><td><ul><li>Filter by custom tags assigned to leads.</li><li>Select tags from the dropdown menu. </li><li>Multiple selection allowed.</li></ul></td></tr><tr><td><strong>Last Email Time</strong></td><td><ul><li>Filter leads based on when the last email was sent. </li><li>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.</li></ul></td></tr><tr><td><strong>Last Call Time</strong></td><td><ul><li>Filter leads based on when the last call was made. </li><li>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.</li></ul></td></tr></tbody></table>
