Lead Reports

Overview

Generate reports on leads.

Lead Status

View leads issued in the specified date range according to status.

Learn more in Lead Status Report.

Lead List

View a list of leads, which can be filtered according to specific project tags and more. This report displays the same information as the table in Leads > All.

Learn more in Lead List Report.

Lead Activity

View system activity for leads, such as the dates they were converted to quotes, the dates they were lost, or both.

Learn more in Lead Activity Report.