Lead Reports

Export Leads

This enables you to generate custom reports. You can decide what information you want to export and you can save the reports for future use. Only the leads that match your filter settings will be exported.

(see existing data)

Packing List

Use the filter first to show the leads you want to print a packing list for. The packing list is meant to inform your delivery crew what items are going to each event. One packing list in generated for each event. If you want to specify the packing list for an item, then go to Settings->Rental Inventory, click an item, then click on the "Options & PL" tab.

Vehicle Packing List

(get from the email template)

Step 1) Filter Your Leads:

When viewing a report you are going to see the data displayed on the Leads page. You can use Lead Filters along with Reports to gather specific information. The first step is to tell the software what leads you want in your report by using the filters on the left side as shown below. You can also use preset filters as shown below in the center. We've added a couple more just for fun. You can also order the data by clicking on any of the sortable columns, such as the Date column pictured on the right. Here is a list of other Keyword filtering types you can use to filter your leads

Filter Leads

Preset Filters

Sort Data

Step 2) Click the Customize Report Button:

Here is where you define the columns that you want in your report and their order by dragging them into position as shown below. Columns are sorted alphabetically in the available columns box.

Step 3) Save, Export to Excel, or View Your Report:

After you've defined your columns, you can choose to group by a certain column to force dollar values to sum if you want. If it is a report you will use frequently, you can save it for quick retrieval later. When you are ready to see your report, either use the Export button to send it to Excel, or use the View button to open a new browser tab with the report in it. After saving the report, it is accessible below the leads filter via the quick report drop-down for quick access.

Save Reports

To get started, we've pre-populated your account with a couple reports.

Is this article helpful?
0 0 1