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_Reporting My Leads
_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:
- Filter leads on the Visitors page that you need to export.
- Click the gear and then Export located to the top right above the grid
- Select the columns you want to export.
- Choose your download method (wait or email).
- 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:
- Filter leads on the Visitors page that you need to print.
- Click the gear and then Print.
- A new browser tab will open.
- View your results.
- Print the page from your browser window.
, multiple selections available,
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