Periodic Email Reports

A report of leads against your primary filter may be sent to you by configuring periodic email reports. This saves time by eliminating the need to login to Lead Liaison. Lead reports are configurable and allow the following customization:

• Applying specific filters
• Sending email reports daily, weekly or monthly

Only one lead report is sent per user. The lead report uses the visitor tracking Primary Filter. You can learn more about setting up a Primary Filter here. 

To configure periodic email reports do the following:

Navigate to Personal Settings

Then navigate to the Notifications tab

From there you can turn on Lead Report to receive the daily email

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:

Sample view of Visitors in Microsoft Excel:

Create a Printable View for Visitors

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

1. Filter leads on the Visitors page that you need to print.
2. Click the gear and then Print.
3. A new browser tab will open.
4. View your results.
5. Print the page from your browser window.