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 Reports on the main navigation bar
2. In the dropdown menu, click Classic reports
3. Click Marketing in the side menu under Reporting Groups
4. Click Lead Source - Summary under Marketing Reports
5. You can select from several Report Options under Your Report to filter by:
   1. Period
   2. From and To dates
   3. Order
6. The report can be further filtered, grouped and ordered using the additional tabs under Your Report
7. 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
8. The report will automatically open in a new browser tab once created
   1. It'll also be available within your Report requests, allowing you to open it later should you wish. Click Open to open the report or Clear to remove it

The Lead Source - Summary report shows the following information:

• Lead Source
• Buyers
• Vendors
• Valuations

• Related Help Centre articles that you may find useful.

  Setting up a scheduled report

  Exporting reports

  Report tokens