_Reporting My Leads

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:

  1. Filter leads on the Visitors page that you need to export.
  2. Click the gear and then Export located to the top right above the grid
  3. Select the columns you want to export.
  4. Choose your download method (wait or email).
  5. View your results.

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.