Lead Source report

The Lead Source report allows you to create a list of Lead sources.

To create your Lead Source report:

  1. Click Reporting on the main toolbar
  2. Click Marketing in the side menu under Reporting Groups
  3. Click Lead Source under Marketing Reports
  4. You can select from several Report Options under Your Report to filter by:
    1. Period
    2. From and To dates
    3. Order
    4. Direction
    5. Group
  5. The report can be further filtered using the additional tabs under Your Report, such as by branch or user
  6. Click Create Report to generate a one off report
    1. You can also Export the report into a .pdf, Excel or .csv document if you prefer to view it in an alternative format
  7. The report will automatically open in a new browser tab once created
    1. The report also appears as a Page icon next to your login name on the main toolbar. Should it not open automatically, or if it's closed accidentally, hover over the icon and click Open next to the report

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The Lead Source report shows the following information:

  • Lead Source
  • Date
  • Office
  • Negotiator
  • Person
  • Vendor
  • Matching
  • Looking
  • Last viewing
  • Last contact
  • Min
  • Max
  • Beds
  • Disposal
  • Situation

 Note

If you close the Report Requests window (Page icon), you can click on the icon again to reopen the report requests

Related articles: 

Running reports

Setting up a scheduled report

Exporting reports

Report tokens

Changing a Lead Source

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