Lead Report

What it is

The Lead Report is a working list of your leads, not a chart page. You pick a date range and a set of filters, and you get three summary boxes at the top plus one big table underneath — one row per lead, with contact details, service details, and the money columns (Total, Field Worker Cost, Expenses, Profit, Commission).

You reach it from the sidebar under Reports›Lead Reports, or from Reports and then the Leads Report card. On a phone, tap More›Reports & Payments›Lead Report. The page itself is titled Leads Report.

When to use it

• You want a list of every job you closed last month, with the money on each one.
• You want to hand a spreadsheet to your bookkeeper or accountant.
• You want to see how many leads sat in a particular status over a period.
• You want to check one field worker's jobs, one service area, or one ad source.
• You want to spot leads that are missing a total, a field worker, or an address.

If you want charts and trend lines instead of a list, use Lead Statistics (Reports → Statistic Reports). If you want what to pay each field worker, use Commission Reports.

Before you start

• Permission. Your role needs the Reports permission turned on (Settings → Team Roles). Without it the page will not open and the sidebar link is hidden.
• Lead Statuses. The Status and Sub Status filters, and the Status Breakdown box, are built from Settings → Lead Statuses. The Sub Status filter only appears once at least one status has sub statuses on it.
• Service Types. Set up in Settings → Service Types. These fill the Service Type filter.
• Ad Sources. Set up in Settings → Ad Sources.
• Service Areas and Call Groups. Set up in Settings → Service Areas and Settings → Call Groups.
• Some leads already saved. The Service Type, Ad Source, Service Area and Call Group filter lists only offer values that are already on at least one lead, so a brand new option will not appear in the list until a lead uses it.
• Your own fields (optional). Fields you created in Settings → Custom Fields → Leads appear as extra columns here, but only when that field has Show column switched on.

Step-by-step

1. In the sidebar, open Reports›Lead Reports.
2. Set Date Range. The dropdown has Today, Yesterday, This Week, Last Week, This Month, Last Month, Last 30 Days, Last 90 Days, This Year, Last Year and whole-year options, plus a calendar for a custom range. The page opens on This Week.
3. Set Filter by. This decides which date the range is measured against: Created Date, Schedule Date, or Closed Date (the job's end time). The page opens on Closed Date.
4. Narrow the list with the filter boxes: Service Type, Status, Ad Source, Field Worker, Service Area, Created By, Assigned Office Agent, Sub Status and Call Group. Each one lets you tick more than one option, and leaving a box empty means "all".
5. Untick Include unassigned leads if you only want leads that already have a field worker on them. It is ticked by default.
6. Use the Search leads... box above the table for a name, phone number or email.
7. Click Columns above the table to tick or untick the columns you want to see.
8. Click any column heading to sort. Click it again to flip between ascending and descending — a small arrow shows the direction.
9. Click Export CSV at the top right to download the whole filtered list as a spreadsheet.

How to check it worked

1. Look at the count above the table — "1-100 of 342 leads". If it says 0, your filters are too tight or the date range is wrong.
2. Check Total Leads in the first summary box against what you expected for that period.
3. Pick one row you know and click its lead number. The lead should open with the same status, field worker and total you saw in the table.
4. Read the Active filters line under the filter boxes and confirm it matches what you meant to apply.
5. After saving a view, reload the page and pick it from the Saved views dropdown — your filters, columns and sort should come back exactly.
6. After exporting, open the file and check the row count roughly matches the "of N leads" number on screen.

Common mistakes

"My new leads are missing"

The page opens on Closed Date and This Week. A brand-new lead has no closing date yet, so it will not appear. Switch Filter by to Created Date.

"The report is empty and I don't know why"

Clear the search box first, then read the Active filters line, then widen the date range. Remember that Advanced Filters rules stay applied even when the panel is collapsed — the button shows a number badge when rules are active.

"I filtered by office agent and got the wrong people"

Created By is who entered the lead. Assigned Office Agent is who owns it. They are separate filters and often different people.

"My export is missing columns I turned on"

The Columns button only changes what you see on screen. The exported file always has the same fixed set of columns.

"Profit looks wrong"

Profit subtracts field worker cost, company parts, outside lead cost and commission, itemised expenses, and commission from the total. If any of those are missing on the lead, the number will look too high. Open the lead and check its Items and Expenses tabs.

"A lead I can see in Leads is not in the report"

Callback tickets are excluded from this report on purpose. Also check that Include unassigned leads is ticked if the lead has no field worker yet.

"The Created By rule in Advanced Filters shows email addresses"

That is expected in the Advanced Filters rule builder. The normal Created By filter box above it shows people's names.

"My custom field is not a column"

Go to Settings → Custom Fields → Leads, open the field, and switch Show column on. Then tick it under the Columns button.