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Reporting from the My Leads Page

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

Export My Leads to Microsoft Excel

To export your leads to Microsoft Excel do the following:

  1. Filter leads on the My Leads 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. Choose 'Open' or 'Save'.
  4. View your results.

Sample view of My Leads in Microsoft Excel:

Create a Printable View for My Leads

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

  1. Filter leads on the My Leads 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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