Reporting from the Visitors Page
Leads on the Visitors page may be saved to Microsoft Excel for further filtering and reporting or exported to a printer friendly view.
Export Visitors to Microsoft Excel
To export your leads to Microsoft Excel do the following:
- Filter leads on the Visitors page that you need to export.
- Click the 'Save to Excel' button located to the top right above the grid (see graphic below).
- Select the columns you want to export from the drop downs.
- Click the green Export button.
- Choose your download method (wait or email).
- View your results.
Click the Export button after selecting the columns from the grid that you want to export:
Sample view of Visitors in Microsoft Excel:
Create a Printable View for Visitors
To create a printable view of your leads do the following:
- Filter leads on the Visitors page that you need to print.
- Click the 'Printable View' button located to the top right above the grid (see graphic below).
- A new browser tab will open.
- View your results.
- Print the page from your browser window.
