Lead Source - Summary report

The Lead Source - Summary report allows you to create a summary of the lead sources of properties, buyers and valuations.

To create your Lead Source - Summary report:

1. Click Reporting on the main toolbar
2. Click Marketing in the side menu under Reporting Groups
3. Click Lead Source - Summary 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
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

The Lead Source - Summary report shows the following information:

• Lead Source
• Buyers
• Vendors
• Valuations

Related articles: 

Running reports

Setting up a scheduled report

Exporting reports

Report tokens