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Reporting from the

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Visitors Page

Leads on the My Leads Visitors page may be saved to Microsoft Excel for further filtering and reporting or exported to a printer friendly view.

Export

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Visitors to Microsoft Excel

To export your leads to Microsoft Excel do the following:

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  1. Filter leads on the My Leads Visitors page that you need to export.
  2. Click the 'Save to Excel' button located to the top right above the grid (see graphic below).
  3. Select the columns you want to export from the drop downs.
  4. Click the green Export button.
  5. Choose your download method (wait or email).
  6. View your results.

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Click the Export button after selecting the columns from the grid that you want to export:


Sample view of My Leads Visitors in Microsoft Excel:

Create a Printable View for

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Visitors

To create a printable view of your leads do the following:

  1. Filter leads on the My Leads Visitors page that you need to print.
  2. Click the 'Printable View' button located to the top right above the grid (see graphic below).
  3. A new browser tab will open.
  4. View your results.
  5. Print the page from your browser window.

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